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Use enhanced analytics for finance

Enabled for Public preview General availability
Users, automatically - Apr 1, 2025

Business value

The improvements in reporting and analytics for finance can help your business track new KPIs and scenarios with customizable Excel layouts. You can tailor many finance reports to your needs, and enriched datasets provide more comprehensive analyses.

Feature details

We've significantly improved reporting and analytics for finance by making the following Excel reports generally available:

  • Trial Balance Previous Year
  • Trial Balance
  • Trial Balance by Period
  • Trial Balance Budget
  • Consolidated Trial Balance
  • Aged Accounts Receivables
  • Aged Accounts Payables
  • Fixed Asset Details
  • Fixed Asset Projected

Additional resources

Financial analytics (docs)