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Analytics

Analytics

Five dashboards that re-read what you have already entered — invoices, payments, statements, account allocations — and turn it into figures you can act on. Nothing extra to fill in.

Updated on August 14, 2026

What the module adds

Analytics creates nothing of its own: it looks at your activity from another angle.

  • No re-entry — everything is computed from your invoices, payments, bank statements and cash receipts.
  • An adjustable window on every page: the last 6, 12 or 24 months.
  • Amounts expressed in your organization's currency, whatever the original currencies were.
  • Figures recomputed on every visit: an invoice settled this morning is already counted.

Who can see it

Analytics is a paid module for companies: once it is active on your organization, the pages appear in the sidebar under “Analytics”. Accounting firms get it at no extra cost, both for their own structure and for each of their client files.

Agency side

On the firm side, analytics is read one client at a time: pick a file in the sidebar and all five pages switch to its data.

How to read a page

All five pages follow the same visual grammar.

  • The indicators

    The top row sums up the period: key amounts, outstanding balances, overdue items. Some carry a trend compared with the same period last year.

  • The charts

    A month-by-month activity chart, paired with a cumulative curve or a projection depending on the page, so you can tell pace apart from total volume.

  • The breakdowns

    Rankings — top customers, main suppliers, busiest accounts — each showing its share of the total.

The five pages

Each one focuses on a facet of your activity. The Exchange rates page, also filed under “Analytics” in the app, is documented in the Currency exchange section.