Accounting insights

Read cash, revenue and spending from connected accounting software, check bookkeeping progress and arrange your dashboard

Accounting → Insights shows figures from your connected accounting software and your bookkeeping progress. Company Admins and Bookkeepers use it after your company finishes onboarding.

Every turns on Accounting insights company by company, and the Insights entry in the sidebar also needs Expenses. If you don’t see it, email [e-mail] to ask about it.

Finish your accounting setup

Connect QuickBooks and set the Every Bank Account and Reimbursement default accounts in Accounting settings before using the dashboard.

Without a connection, Insights shows Connect your accounting software with Connect QuickBooks. With an unfinished setup, it shows Complete your accounting setup with Complete setup. Both buttons open Accounting settings.

Read your numbers

Your dashboard shows the widgets in your saved layout, which can include:

• Cash on hand shows current bank-account balances from your connected accounting software.
• Revenue and Monthly spend use the most recent closed month. Without a closed month, they use the most recent month and mark it incomplete.
• Cash & runway and Runway project from historical cash and burn figures in your connected accounting software. For a profitable company, they use monthly expenses instead of burn.
• Key drivers shows the revenue and expense drivers from an AI report, with a recommendation when the report has one.

Check bookkeeping progress

In Accounting status, hover over a month to see its status and categorization progress. An open month with uncategorized expenses has View month, which opens that month’s Expenses.

The card lists 6 months and shows the latest closed one, or “No closed months yet”. It also shows your bookkeeping plan. A closed month with expenses still waiting to sync warns that its figures can be incomplete.

Read and download financial statements

1. Choose a statement

   In Financial statements, select Profit & loss, Cash flow or Balance sheet.

2. Choose the period

   Use the period menu to choose a preset, such as Last 3 months or Year to date.

3. Choose the column grouping

   Group the columns by month, quarter or year.

4. Choose the accounting basis

   Choose Accrual or Cash.

5. Download the statement

   Select the download icon for a CSV of the statement.

Filter narrows the table to a section, such as revenue or expenses. View controls cents, account numbers and totals.

The CSV follows your period, column grouping and accounting basis. It includes the full report, regardless of your section filter or View settings.

For statements in the Reports area, see Financial reports.

Customize your dashboard

1. Start customizing

   Select Customize.

2. Move a widget

   Drag a widget by its dotted handle to change its position.

3. Remove a widget

   Optional: on a widget, select Remove widget.

4. Add a widget

   Optional: select Add widget and choose a widget from the picker.

5. Save your layout

   Select Done. The layout is saved for you in the current company.

While customizing, Reset restores the default arrangement. Select Done to save that arrangement.

Add widget lists only widgets that aren’t on your dashboard yet.

Find missing figures

If a widget says “No data for selected period”, choose another period. The Runway widget explains when profit and loss history or balance sheet data is missing.

If setup is complete and figures are still missing or look wrong, email [e-mail].