TUTORIALS

VIEW SECTION

Easily access your reports and analytics to know exactly where you stand financially at any given time

Blueprint

Summarizes the entire financial journey, grading, and stability of the company

Dashboard

Provides a simple visualization of the financial performance of the company

Statements

Provides the three standard financial Statements (Profit & Loss, Cash Flow, Balance Sheet)

Products/Services

Provides a clear overview of the best performing products/services

Costs

Provides a detailed analysis and return on investments of all costs

Break-Even

Establishes the minimum revenue required to meet the financial obligations of the company

Ratios

Provides the liquidity, profitability, leverage, and efficiency ratios

Valuation

Provides an estimated financial value of the company by analyzing its key performance indicators

Grade

Provides a performance grade for: Efficiency, Stability, Control, Growth, and Profitability

DECIDE SECTION

Simulate effortlessly your data to determine the future impact of financial decisions you want to make today

Financial Plan Simulation

Determines the minimum revenue and maximum spending to achieve your desired profit amount

Spending Plan Simulation

Determines the optimum spending limit for each cost as you simulate your revenue

Profit Simulation

Determines the financial plan required to achieve your desired profit percentage

Payback Simulation

Determines an approximate timeframe to pay back a projected investment/loan

Break-Even Simulation

Determines the break-even amount as you simulate your revenue and costs

Profit & Loss Simulation

Determines the expected profit level as you simulate your revenue and costs

Budget Simulation

Generates a complete budget as you simulate probable and unknown costs

AI ADVISOR

Analyzes your company non-stop and is always seeking to increase your overall profitability and business value

Short-Term Suggestions

Automatically provides the recommended financial plan to implement for the next period to reach the optimum profit of the company

Long-Term Suggestions

Automatically provides the recommended adjustments to implement in the long-term to stabilize the company’s financial position

HOW TO

Getting Started with the Decision-Maker

Create a new account

How to create an account in the Decision Maker

Add a new company

How to add a company in the Decision Maker

Upload data

How to upload data in the Decision Maker

Manually add income

How to manually add income in the Decision Maker

Manually add expenses

How to manually add expenses in the Decision Maker

Manually add transactions

How to manually add transactions in the Decision Maker

Ready to make the best financial decisions for your company?

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