Invent

Financial Intelligence Simplified

Dashboard KPIs, Alerts, Advanced Cashflow Forecasting, Charts, and Reports - all automatically synced with your QuickBooks file.

Dashboard Overview

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Periscope Dashboard Overview features 12 Financial “Snapshots” at the top so you can quickly scan and assess your businesses financial health. The Dashboard also features Gross Revenue, Gross Profit and Net Income Charts with Trailing Twelve Month views. The Alerts section warns you of variances based upon historical activity as well as configurable financial thresholds that you can set.

Cashflow Forecasting Tool

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Get a real-time, up-to-date cash flow forecast that helps you make important business decisions based on a true understanding of your payables and receivables. Manage your cashflow plan by drag and drop – move payables out, accelerate collection of invoices and improve your cash position.

Job Costing Reporting

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If your employees track time and projects, Periscope shows you which customers, projects, products or services, employees or teams, are most profitable and productive.

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Contact us!

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