Build KPIs and customized reports based on P&L, Balance Sheet or Cash Flow data synced from multiple files.
Houses custom reports for future access.
Combine multiple reports and documents into a single PDF deliverable.
Templating, Styling and Sharing
Build custom reports and save as templates that can be used universally across clients, locations and entities. Once templates have been created, apply custom styling and share, if desired.
Export to PDF and Excel
Export reports to a PDF document or Excel spreadsheet and present reports in an easy-to-read format. Add custom headers and footers such as legal disclaimers and other important static information.
Automatically sync Trial Balance for tax preparation purposes.
Create best practice forecasts by comparing one entity’s or location’s performance against the best practices of the top performers in your ecosystem.
Standard reports include: P&L, Balance Sheet, Statement of Cash Flows, Sales by Customer, AP/AR Aging, Expense by Vendor.
Budget vs. Actual
Fully automated feature that allows users to produce customizable BVA reports that include budget data from an unlimited number of QuickBooks files.
Benchmark any entity or location against the Top 10 percent, the Top 20 percent and the average performers in your ecosystem.
Balance Sheet Disable
Allows administrators to hide the Balance Sheet from all users. This provides contributors with an added level of privacy for items such as bank account balance.
Rank any entity or location across seven line items: Total Income, Gross Profit, Total Expense, Net Income, Gross Margin, Expense Margin and Net Income Margin.
For many reports, you can toggle on Vertical Analysis and display the relative percentages next to the actual number.
See side-by-side reports for entities or locations in your ecosystem.
Qvinci syncs up to 36 months of data (i.e. two years plus YTD for the current year). Select standard or customized reporting periods within this timeframe.