Finance

Bold BI brings all financial data into one unified analytics platform, helping finance teams move from static reports to proactive budgeting, forecasting, and cost management.

Stock Share Analysis dashboard showing stock price trends, market performance charts, investment metrics, and portfolio insights.

Stock Share Analysis Dashboard

Monitor stock performance in real-time, analyze market trends, and evaluate investment opportunities efficiently.
Harvest Financial and Invoicing dashboard displaying invoice status, revenue trends, payment tracking, and cash flow analytics.

Harvest Financial and Invoicing Insights Dashboard

Track budgeted versus tracked hours, project progress, tracked hours by assignee, and more.
QuickBooks Cash Flow dashboard showing cash inflow, outflow trends, forecast balance charts, and liquidity performance metrics.

QuickBooks Cash Flow Dashboard

Analyze cash inflows, outflows, and balances for advanced financial decision-making.
Accounting dashboard displaying income and expense categories, account balances, transaction summaries, and financial KPIs.

Online Accounting Dashboard

Track profits, expenses, invoice statuses, and more.
Subscription Management System dashboard showing recurring revenue, subscriber growth, churn metrics, and billing analytics charts.

Subscription Management Dashboard

Track revenue, AR numbers, subscription details, and more.
Profit and Loss dashboard displaying income, expenses, net profit trends, and financial performance breakdown charts.

Profit and Loss Dashboard

Track profit margin, revenue and expense details, and customer growth.
ChartMogul Subscription dashboard showing monthly recurring revenue, churn rate, customer growth, and subscription analytics charts.

ChartMogul Subscription Report Dashboard – Finance Dashboards

Analyze every dimension of subscription revenue, including transaction counts, customers, cancellation rate, and monthly recurring revenue trends.
Financial Management dashboard displaying revenue, expense trends, profitability metrics, and executive financial performance indicators.

Financial Management Dashboard

Track AR and AP numbers, net working capital, current ratio, and more.
Balance Sheet Analysis dashboard showing assets, liabilities, equity breakdown, and financial position trend charts.

Balance Sheet Dashboard

Track key financial metrics to ensure your company’s long-term success.
Budget vs Actual dashboard displaying revenue and expense comparison charts with budget variance analysis and financial performance metrics.

Budget vs Actual Dashboard

Track income and expenses by category to manage your company’s finances.

Why Finance Departments Choose Bold BI

Financial data often resides across multiple systems such as, ERPs, accounting platforms, budgeting tools, Excel files, and databases, making consolidation slow, manual, and prone to errors.

Bold BI solves this by delivering:

  • Unified financial visibility: Combine budgets, actuals, forecasts, revenue, and expenses into a single source of truth.
  • Faster access to financial insights: Instantly identify variances, trends, and risks without manual spreadsheet work.
  • Improved cost control: Track spending patterns and detect cost overruns before they impact profitability.
  • Stronger planning & forecasting: Use historical trends and variance analysis to improve future budget accuracy.
  • Enterprise-grade security: Governed access with role-based permissions, row-level security, and secure deployment options.

What You’ll Track

  1. Budget vs. actual performance: Compare planned budgets with real income and expenses to catch variances early.
  2. Expense & cost analysis: Monitor operational costs, category-wise spending, and identify overspending patterns.
  3. Revenue & profitability trends: Track revenue growth, margins, and contribution by category, department, or business unit.
  4. Financial trends & forecasting: Analyze historical performance to improve forecast accuracy and long-term financial planning.

All dashboards are fully customizable so you can add KPIs or metrics as needed.

Bold BI for Finance Teams – Common Metrics

With fully customizable finance dashboards, teams can track the KPIs that matter most:

  • Budget vs. actual income and expenses
  • Revenue performance and growth trends
  • Operating, departmental, and category-level expenses
  • Financial variance and cost drivers
  • Forecast accuracy and long-term trends
  • Cash flow and profitability indicators
  • Department-wise and cost-center metrics

Dashboards can be tailored for CFOs, finance managers, controllers, FP&A teams, and executives.

How It Works

  • Connect data from ERP systems, accounting tools such as Zoho Invoice, QuickBooks online, FreshBooks, or exported Excel, SQL databases or, Web APIs.
  • Use pre-built finance dashboard templates or create custom dashboards.
  • Blend financial, departmental, and forecasting data.
  • Share dashboards securely with finance teams and executives.
  • Set alerts for budget overruns, missed targets, or unusual variances.
Trusted by Users. Recognized by Experts.

Don't take our word for it

Here are a few kind words from some of our happy customers.

Software Advice

Enhances Customer Reporting with Economic Pricing and Stellar Support

I appreciate Bold BI for making it easier to provide reporting for our customers, allowing both our analysts and customers to easily build and publish reports. The ability to build dashboards and modify queries for specific outcomes is very user-friendly. I value the mobile readiness of the app and its integration capabilities with API structures. The addition of AI features is impressive. The economic pricing model and the effective partnership, which includes consistent and helpful support, make it an invaluable tool for our OEM model.

Ravi S.

Posted on

August 15, 2025

Outstanding support

The support from Bold is unmatched. They do not charge extra for support and it is excellent anyway. All our tickets and questions are quickly answered with authoritative and precise guidance. This is important at the product is complex, powerful and mature. To get the most out of the tool, the level of support they provide is essential.

Murph M.

Posted on

May 29, 2025

Exceptional product for embedding Analytics in an application

It was easy to implement data visualizations into our product. The standard widgets allowed us to build professional looking dashboards, and a robust API provided excellent control of the development and runtime process from within our application.

Scott Y.

Posted on

May 21, 2025

I use Boldbi in our commercial product and so far we have a good experiance

Its ability to connect to very large number of data sources.

The fact you need to know just SQL to master it.

The smart functionality like reports to email, slideshow, AI...

Widget development and agility.

lior h.

Posted on

May 23, 2025

It is an extremely flexible and comprehensive tool

The large number of data sources that we can add and the power to embed them in other platforms.

Rodolfo C.

Posted on

May 5, 2025

Easy Peasey, fresh and um... Dashboards?!?

I was looking for an solution for internal dashboarding, BoldBI was priced well, easy to understand, and well documented. I mean really well documented. Great deployment options, a JS SDK, and did i mention the documentation?

BoldBI was just right for what i needed, not too complicated, not too simple. I can train users on dashboards, or write my own custom controls. Best of both worlds.

Darrington B.

Posted on

June 9, 2025

Frequently Asked Questions

Yes. Bold BI supports department-wise, cost-center-wise, and entity-level reporting, allowing both consolidated and individual financial analysis.
Absolutely. Bold BI scales easily, from growing finance teams managing budgets to large enterprises handling complex financial operations.
Yes. Finance teams can drill from high-level dashboards down to monthly, category-level, or transaction-level details.
By analyzing historical trends, recurring variances, and cost drivers, finance teams can create more realistic, data-backed budgets.
Yes. With RLS, SSO, and RBAC, and token authentication, users only see the data relevant to their role or department.
Yes. Dashboards can be designed specifically for leadership with high-level KPIs and trends, without exposing sensitive operational details.

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