Overview and insight into your customer files

“Intuitive yet comprehensive.” That’s what we hear most often from Finarato users. Create management reporting sets for your clients and reuse these report sets for other customer files or even consolidation companies without additional effort. Our automatic synchronizations gather all the information so you keep your hands free for useful work.

Request a free trial
No coding

With Finarato, you build your own reports, charts, dashboards, … without any programming knowledge. User-friendly and, above all, intuitive.

Integrations

We offer integrations with dozens of existing accounting and ERP software packages. This way, you process, validate and present figures for all your customers in the same way.

Scalable

Finarato’s pricing model is not based on number of users. This allows you to share reports, dashboards, … with users and/or customers with confidence.

Advise intuitively.

Insight

Gain overview and insights into your client portfolio so you can provide timely and proactive advice.

Your style

Reporting in your style, regardless of the accounting software used.

Simulations

Create simulations or annual budgets in a snap.

Secure

At Finarato, we do whatever it takes to mitigate risk. With people, with technology and with processes.

Automatic notifications – Search through your customer portfolio

Finarato ALERT sends you notifications when certain situations occur within one or more of your files. For example timely/sufficient prepayments when profits were made, a current account showing a debit balance, or be on time if there is still room for additional pension provisions. Finarato provides you with this information automatically and without you having to go searching in each company. You can fully define alerts yourself.
Finarato also offers the ability to display these points of interest in a convenient summary table with extensive filtering and sorting capabilities. This allows you to provide targeted and proactive advice.

Create dashboards in a few clicks

Build dashboards in just a few clicks in your own style, or delight your client with just that one special report not included in your accounting package. Place any KPI, chart or table anywhere you want with drag and drop.
Finarato dashboards can be reused for all accounting periods.

Connect with your accounting software.

We offer integrations with dozens of existing accounting and ERP software packages. This way, you process, validate and present figures on all companies in the same way.

Share information you want to share with confidence

You can use Finarato to give users inside and outside your office read-only access to certain reports, charts, dashboards, periods, files/companies, … You decide what is shown or not shown.

Contact us