Your ledger holds the actuals. Your forecast lives elsewhere. The business wants to know what changed, why it matters and what happens next. Quill turns your finance analysis into interactive reporting, with the definitions, commentary and version history alongside it. Give the board the bigger picture and the business the detail to act.
Your systems. Your controls. A clearer view of the business.
Connect your agent directly to systems of record such as Xero or Sage and build interactive reporting layers on top in Quill. Bring actuals together with budgets, forecasts and operational data to create management accounts, trading reports and cash flow views. Describe what you need, review the result and share it with the business. No code required.
Use an agent with access to your ERP, accounting platform, planning tools, CRM and data warehouse, or provide the files it needs. Bring financial and operational performance into the same report. Keep the source systems doing their job while finance gives the business a connected view.
Bring the P&L, balance sheet, cash flow and management commentary together in a report people can explore. Compare performance across entities, departments and periods. Publish the latest view, preserve previous versions and keep a fixed snapshot of the pack presented to the board.
Show daily and weekly revenue, margin, volume and costs against plan and prior periods. Connect the movement in the numbers to its commercial drivers: pricing, product mix, customer behaviour or operational change. Give leaders a clear view of where performance is moving and what needs attention.
Ask your connected agent to compare source extracts and prepare reconciliation reporting across billing, payments, bank settlements, subledgers and the general ledger. Publish control totals, unmatched items, timing differences and explanations together. Give reviewers the detail they need to investigate exceptions and track outstanding work.
Revenue recognised or cash collected? Gross margin or contribution? Reported currency or constant currency? Keep agreed metric definitions and calculation methods with the reporting. Make adjustments, exclusions and assumptions explicit, so the business understands what it is comparing.
Build reporting around the decisions each team makes. Budget and headcount for department leads. Revenue and profitability for commercial teams. Costs and productivity for operations. Cash and outlook for leadership. Readers can filter and explore on their phone or at their desk, with the explanation beside the figures.
“Why is revenue ahead but cash behind?” “Which products are driving the margin shortfall?” “What happens if hiring moves back a quarter?” Ask your connected agent to build the comparison, explain the movement or model the scenario using your assumptions. Review the calculations and publish the result in Quill. Keep the method and commentary so the next question starts with the work you have already done.
Bring cash balances, receivables ageing, payables and forecasts into a shared view. Show where working capital is tied up, which assumptions drive the outlook and what needs chasing.
Compare actuals with budget, the latest forecast and previous expectations. Separate timing differences from changes in underlying performance, with commentary that explains the implications.
Publish close progress, outstanding reconciliations and unresolved reporting issues. Keep the supporting analysis and review discussion together so the team can see what still needs attention.
“What changed, why it matters and what happens next — with the method still attached.”
Quill / Finance — reporting that stands up to the follow-up.
Move reports through draft, review and publication, keep every version and share the approved view with the business. Finance keeps control of the definitions and the numbers; everyone else gets an answer they can explore.