Transforming financial data into a cohesive story drains time, resources, and sanity. Record transactions in a few clicks and easily manage all financial activities in one place including multiple company consolidation. It's hard to show people the money when your data is all over the place.
CoralTree brings all your finance data together in one place, and makes it easier than ever to communicate your financial health to key stakeholders. With relevant, real-time data at your fingertips, you can mitigate doubt from financial decisions.
You can share access to your latest business numbers with your team and your accountants from anywhere - so everyone is up to date with all new information and changes.
Ensuring compliance with changing regulations is enough to keep any executive awake, but that’s just one part of your job. You need to steer the financial ship while communicating value to investors, analysts, and employees - all while planning for the future. SCE’s dashboards make this easier by transforming data into actionable insights.
Create forecasts that integrate financial data with key metrics from sales, marketing, operations, and more
Quickly see how every department contributes to revenue
Get real-time alerts when financial metrics dip or spike beyond levels you set
You know Excel shortcuts like the back of your hand. If you’re using spreadsheets for ad hoc calculations, great - but using them week in and week out to communicate with your team and create reports? That’s a nightmare. With CoralTree you can take actions quickly and pivot when necessary.
Track revenue streams across multiple variables
Customize how you see financial visualizations
See big-picture data - like your cash balance - without having to request a single report
P&L, AP/AR, ROI - accountants speak a language all their own. With so much data on your plate, it can be hard to make sure nothing slips by unnoticed. CoralTree lets you view financial data holistically so it’s easier to spot anomalies.
Quickly pinpoint problem areas in the balance sheet
Streamline the reporting process with real-time data
Import your bank statements and reconcile them in just a few clicks
Get answers with CoralTree apps.
They say you aren’t really making money until you’re making money in your sleep. But what if you’re losing money in your sleep. How do you even know? Wake up to fresh reporting and real-time forecasting.
Compare your current income statement to any previous period
Track gross profit margin and operating margin on a daily basis
Share access to your latest business numbers with your team and your accountants
If you don’t want to get paid, make the finance department angry. If you don’t want to get tangled in a web of disconnected spreadsheets and legacy systems, get CoralTree.
Forecast Profit & Loss
Set accountability across teams
Create alerts for a more proactive and seamless payroll
Your balance sheet is a lot more than just a piece of paper - it’s the pulse of your business. Combine it with better data so you can make faster, smarter, decisions for a healthier business.
Determine how well your business is utilizing its current assets
Analyze your shareholder’s equity
Define your own key performance metrics based on formulas: gross margin, customer acquisition costs, growth rate by products