Monthly summaries

The “Monthly Summary” page shows your company's headline financial figures directly in the app.

What's included

For each accounting entity connected, the monthly summary shows (in the entity’s base currency):

  • Total Revenue
  • Gross Profit
  • Operating Expenses
  • Net Income

These are shown across the last 4 complete months, which always covers at least one full calendar quarter. The most recent month will also shows the percentage change versus the prior month.

When data appears

The displayed figures are always kept in sync with the accounting data sources connected to your organization in Verified Metrics.

Data for a new month will appear as soon as the month ends.

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