Monthly summaries
The “Monthly Summary” page shows a company's headline financial figures directly in the app — so you can revisit recent performance without digging through email or downloading the model.
What's included
For each accounting entity tied to a company, 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 source connected by the company.
Data for a new month will appear as soon as it ends.
Please note: The most recent month's figures may still be in flux until the company's books close — typically by the 15th of the following month. A reminder of this is shown in the app.
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