Management Accounts Test
Upload a management accounts PDF, review the extracted totals and check whether the figures are reliable enough for a finance dashboard.
Import Management Accounts
Choose the PDF, extract the totals, then confirm the month into the comparison history.
Start by selecting a PDF and pressing Extract PDF. Once the review table looks right, press Confirm and save month.
Review Extracted Totals
Check these figures before confirming the month into the dashboard.
No management accounts loaded yet.
Consolidated Income-Saved months total.
Consolidated Expenditure-Saved months total.
Consolidated Position-Income less expenditure.
Months Saved0For selected year.
insightsTrend Comparison
Save at least two months to see trend commentary.
Consolidated Annual Target
Budget utilisation will show when consolidated budget data is available.
Budget utilisation0%