Solutions for Finance

Monitor your investments and business performance with financial dashboards. Track key balance sheet figures like income, assets, and equity.

Finance teams play a critical role in maintaining profitability, controlling costs, and guiding strategic business decisions. For example, you may need to analyze accounts receivable and accounts payable reports. At the same time, you may also need to track balance sheet figures like assets, liabilities, and equity.

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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

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

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 Dashboard

Track revenue, AR numbers, subscription details, and more.

Profit and Loss Dashboard

Track profit margin, revenue and expense details, and customer growth.

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

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

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

Budget vs. actual performance: Compare planned budgets with real income and expenses to catch variances early.
Expense & cost analysis: Monitor operational costs, category-wise spending, and identify overspending patterns.
Revenue & profitability trends: Track revenue growth, margins, and contribution by category, department, or business unit.
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 & recognized

Analytics that wins awards and users

Recognized by G2, TrustRadius, and Visual Studio Magazine for delivering standout performance and value.

G2 review

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.5 out of 5 starsRead on G2

G2 review

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.5 out of 5 starsRead on G2

G2 review

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.5 out of 5 starsRead on G2

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