Finance analytics

Revenue and margin on shared definitions.

Define revenue, margin and spend once, compare actuals with budget and forecast on the same card, and hold publication when a critical data check fails.

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Row-level security and field masking apply to every dashboard, report, export and AI answer. See the controls

Certified metrics and publication gates are available on the Business plan. See plans

Net revenue by month

ActualBudgetForecast

JFMAMJJAS

Actual Budget

Net revenue, year to date

13.67M

99% of budget

Gross margin, year to date

60.6%

+0.2 pt vs budget

Cost center	Actual	Budget	Variance
Sales	262K	255K	+2.6%
Marketing	139K	128K	+8.8%
R&D	199K	215K	−7.3%
G&A	96K	107K	−10.5%

Publishing held by data quality

A critical quality check is failing on data this dashboard reads. Viewers keep the last published version until this is resolved or overridden.

No future posting dates failing

gl_lines.posting_date

Publish anyway — reason (recorded in the audit log)

Why is it safe to publish despite the failing checks?

CancelPublish anyway

Illustration with sample data. Actual, budget and forecast as tabs on one card. Publishing the update is held while a critical data check fails, and viewers keep the last published version.

The questions finance teams ask.

Each answer describes what the product does today, and links to the page in the documentation that explains how it works.

Why doesn't our revenue match the number sales reports?
Define revenue once as a governed metric with its owner. An admin certifies it, certified metrics rank first in search, and the business glossary records what the term means, so AI answers use your organization's definition.
Certification
How are we tracking against budget and forecast?
A card control puts Actual, Budget and Forecast tabs on a single card. SquareX measures cover year-to-date, the same period last year and month-end balances, and compile to SQL that runs in your database.
Card controls
Can a failed data check hold a report back?
Run data quality checks on a schedule or on every sync. While a critical check fails, publishing a dashboard, report or model is held and the last published version keeps serving; an admin can override with a reason, which is written to the audit log. Checks run on PostgreSQL, SQL Server, MySQL, Redshift and other supported databases, and on uploaded files.
Publication quality gates
Which cost center drove the variance?
Drill down the cost-center hierarchy from the summary, or use Explain this change to split the movement by department, account or region and see which members moved it, and by how much.
Explain this change

How the work runs.

Alerts when a number crosses its line, and the reports and reviews that arrive on a schedule.

Every night
Quality checks on a schedule
Checks run overnight on a schedule, and the Issues tab collects every failure. While a critical check fails, publishing is held.
Data quality
Every month
The management pack, on schedule
A paginated report with groups, subtotals and grand totals is emailed as PDF or Excel on the date you choose, in your time zone.
Report scheduling
Every quarter
The board pack as a story
Start from the Board pack template. When an admin allows snapshot stories, each publish keeps every chart's rows as they were at that moment, and readers see the date the data is from.
Snapshot stories

Your data, where it lives.

Connect the database or warehouse your finance systems write to and query it live, or upload the Excel workbooks and CSV files you already keep. Stripe data can be pulled in by Pipelines.