financial insights
Offer clear insight with readable dashboards
Illustrate your current business status and future trajectory precisely. Real-time updates on charts and graphs, synced with Xero or QuickBooks, offer a convenient means to evaluate the alignment between your actual results and forecasts. Create dashboards that show:
Breakdown of your revenue sources
Forecasted expenses and costs versus actuals
Cash on hand, net cash flow and more
pdf reporting
Update your team with custom PDF reports
Transform your financial dashboard into a polished financial report. Simply choose the metrics you wish to incorporate, add an optional summary for context, and Smarty will generate a PDF file that you can either email or print. Incorporate these reports into presentations or distribute them to stakeholders before or during your upcoming meeting
collaboration
Work together on your numbers
Access your financials anytime within Smarty, enabling team members to easily follow along during budget presentations or provide comments on your financial plan.
Control how much access you give each user
Up to 5 users can edit the dashboard an create new companies
All invited users can add Forecast Notes on your budget and comments on your business plan
Clear forecast
Translate your ideas into a forecast that makes sense
Revenue streams
Get additional ideas for revenue streams and expenses, and help you make sure you don't miss anything important
Simplicity
Ensure that you're creating a forecast that lenders and investors will understand
FEATURES
An AI Assistant to help provide ideas and input into your final plan with ease
Guidance from
business experts
Stay on track
Feel free to reach out at any time with your questions – our Smarty experts are ready to chat with you instantly."