AgentsInzoFeatures
Financial Dashboard and Reports
A KPI dashboard plus built in financial reports with filtering, charts, and one click CSV and PDF export.
Inzo provides a financial dashboard with KPI cards for AR, AP, revenue, expenses, and inventory, plus built in reports such as Profit and Loss, AR Aging, and Sales Summary, with filtering, charts, and one click export.
How it works
The dashboard shows KPI cards and cash flow forecasts in one view. From there you open built in reports, apply date ranges, filters, and grouping, and view charts for analysis. Reports update automatically after each transaction, and you can export any report to CSV or PDF in one click.
Key capabilities
- KPI cards covering AR, AP, revenue, expenses, and inventory.
- Integrated cash flow forecasting based on outstanding invoices and scheduled expenses.
- Built in reports: Profit and Loss, Balance Sheet, Trial Balance, AR Aging, Sales Summary, and Account Ledger.
- AR Aging analysis across 0-30, 31-60, 61-90, and 90+ day buckets.
- Date range selection, filtering, and grouping options.
- Chart visualization for trends and patterns.
- Automatic report updates after each transaction.
- One click CSV and PDF export for any report.
Tips
Use AR Aging buckets to spot overdue accounts early and prioritize collections before balances become write offs.