Financial Health Check
A helicopter view of your past performance.
Reep’s Financial Health Check gives you a graphical overview of your historical cash flow and performance to-date in a single dashboard. The visual layout lets you quickly identify trends and cycles, making it easy to spot outliers and unexpected fluctuations.
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Visual cash flow summary
Beautiful graphs offer historical cash flow insights at a glance. This visual clarity enhances data sharing, encourages discussion and simplifies boardroom reviews.
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Expense breakdown and analysis tools
Looking to improve cash flow or free up cash? Dashboard tools allow you to zoom in and analyse timeframes and income/expense categories. Drill down to discover your best and worst performing months and highlight overspending.
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Clear trend identification
Simple line graphs make it easy to identify trends, including product cycles and seasonal patterns, enabling you to forward plan and make better decisions.
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Effortless reporting
Next to zero effort is needed to update your Financial Health Check dashboard. Simply import your latest actuals data and your dashboard is instantly updated. There’s no need to meet with an accountant or pay for expensive reports.
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High frequency cash flow monitoring
Instant low-cost reporting enables you to implement more regular cash flow reviews into your strategic planning process.
5 Business Performance Charts in a Single Dashboard
| Health Check Summary Use this high-level financial performance report to assess your overall net cash flow, overall income and expense, and the month’s lowest balance. |
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| Monthly Net Cash Flow Chart Discover how your business’s cash flow is distributed over time. |
Cumulative Cash Flow Position Select specific categories and/or timeframes to drill down transactions and view their distribution over time. |
| Category Cash Flow See the cash flow performance in each of your business categories and how they compare. |
Top Expense and Income Explore the top 5 income and expense items within your selected timeframe. |
Every business can benefit from a financial health check. See how your business is performing with Reep.