Vistral Data: Finance consolidated PnL report.

Product Update: Automated Finance PnL Reporting in Vistral Data

Why we built it

• We had no view of the current numbers until the monthly report was finished.
• Reporting was manual, and finance cases were handled one by one.

What we did

• We brought finance data from Business Central, Google Sheets and Xero into one standard structure that is ready for reporting.
• Data now refreshes daily, so the numbers stay current without manual work.

What we expect

• Faster PH group reporting, with every line spot checkable to within €2.
• One place for all financial reports. PnL is live now, and Balance Sheet and Cash Flow will follow in later releases.

What users can do today (PnL)

• See the full report from top line to bottom line
• Filter by PropHero company
• Filter by period
• Group by month, quarter or year
• Show numbers with 2 decimals or none
• Filter by PnL category
• Export to CSV or PDF
• Drill into revenue per deal (proof of concept)