How do I keep track of my finances?
In the company overview "My company" of your account you have all of the important data at a glance – both in numbers and graphically. Expenses, income, account balances, important KPIs & trends: Simply select the desired period above: week, month, quarter, year or define an individual time span as you see fit. In the section "Cashflow" chart with the most important categories of income & expenses, you can immediately see the net income. The "Consolidated Overview" shows all the figurePopularLive reportings | Available 24/7
Live reportings | Available 24/7 Question: How can I efficiently prepare up-to-date and meaningful reportings, e.g. for shareholder meetings? Answer: Shareholder meetings and investor appointments require precise, up-to-date financial data – especially when making decisions on annual financial statements and profit appropriation. Practical challenges: Delayed reports from the tax advisor High manual effort in the finance team and manual updatesFew readersReporting & KPIs | Intoduction
Reporting & KPIs Keep an eye on your finances 24/7 What is it about? The video shows how Frienton helps companies to always keep an overview of their finances. It explains the connection between cash flow statement, live P&L (BWA), and balance sheet as well as how data is analyzed and exported in Frienton. Key contents 1️⃣ Overview & cash flow Dashboard shows income, expenses, KPIsFew readersLive P&L vs. conventional BWA
Live P&L vs. conventional BWA Question: What is the Live-BWA at Frienton and how does it differ from a conventional BWA? Answer: Many entrepreneurs know the problem: The business management evaluation (BWA) from the tax advisor is often several weeks old – too old to respond specifically to current developments. In the meantime, cost structures, revenue developments, or margins may already have changed significantly. With a conventional BWA, business management is done reFew readersEffective controlling with Frienton | An introduction
Planning, budgeting, cash management, plan/actual comparison, reporting & KPIs with Frienton What is it about? The video explains the planning and controlling functions for liquidity management in Frienton. It shows how budgeting, cash management, and the target-actual comparison work and how financial data is prepared for reporting and KPIs.Few readersWhere can I see my bank statements & individual transactions?
Your controlling is based on the real account transactions made and is therefore always up-to-date. In the "My Company" overview, click on the area (graphic or number) that interests you in detail. The view of the associated transactions opens. If you just want to see all payment items, click on "Transactions" in the "Multibanking" section. Here you will find the complete account statements, as you may already be used to from your bank'sc online banking. You can download them asFew readersWhat reports are available to me?
The following reports are available 24/7 live: Cashflow Live P&L (BWA) Balance sheet You can view all reports for your desired time period and export them as CSV or PDF files.Few readers