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Business Analyzer

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Dashboard

Overview and metrics

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Reports

Financial statements

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Analysis

Insights and trends

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Settings

Configuration

Financial Dashboard

Revenue (YTD) $0 ↑ 12.5%
Net Income $0 ↑ 8.2%
Expenses $0 ↑ 5.1%
Cash Balance $0 → 0.2%
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Financial Reports

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Profit & Loss

Income statement showing revenue and expenses

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Balance Sheet

Assets, liabilities, and equity snapshot

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Cash Flow

Cash movement and liquidity analysis

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General Ledger

Complete transaction history

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Select a report to view

Financial Analysis

Trend Analysis

Analyze financial trends over time

Ratio Analysis

Calculate key financial ratios

Forecasting

Project future performance

Select an analysis tool to begin

Settings

Account Information

QuickBooks Connection

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