Finmark automatically generates the Cash Flow Summary, Balance Sheet, Profit and Loss Summary, and Vendor Spend report based on the outputs of your financial model.

P&L Summary:

Finmark provides a monthly breakdown of your P&L with Actual and Forecasted information. A Profit & Loss Summary is a breakdown of a company's revenues, expenses, and profits/losses over a given period of time.

See detailed breakdown in the Understanding the Profit and Loss Summary guide.

Cash Flow Summary

A Cash Flow Summary is a financial statement that summarizes the amount of cash and cash equivalents entering and leaving a company. Finmark provides a monthly breakdown of your actual and forecasted cash flows.

Balance Sheet (available with an integration)

The Balance Sheet is a financial statement that reports a company's assets, liabilities, and shareholder equity. Finmark imports your Balance Sheet directly from your accounting platform allowing you to view actual balance sheet data.

To download these reports as a CSV file, click the arrow button to the right of the report you would like to download.

Custom Reports

Reach out to our CS team to learn more about the Custom Reports Add-On!

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