← Back to products
📊

Finance Control

Your complete monthly financial package, generated automatically — so you can focus on decisions, not data assembly.

Finance Control connects directly to your accounting system via API, pulls the month's activity, and assembles a board-ready financial package — income statement, balance sheet, budget vs. actual, and all supporting schedules — in minutes instead of days. No manual exports, no broken spreadsheets, no late nights before the board meeting. The same package, in the same format, every single month.

What it does

🔌

Direct ERP connection

Connects to your accounting platform via API — including MIP Fund Accounting, QuickBooks and NetSuite — and pulls data automatically, always working from the real, up-to-date numbers without any manual intervention.

📑

Statements & schedules

Produces your income statement, balance sheet, cash flow statement and all supporting detail schedules — formatted, labeled and ready to present to leadership or the board.

🎯

Budget vs. actual

Automatically compares every line against your approved budget, calculates the variance, and highlights what's over or under — so you can explain it, not just report it.

🔁

Repeatable & audit-ready

The same methodology, the same format, the same logic — every month. Consistent output makes internal review and external audits faster and less painful.

How it works

Three steps from closing your books to a finished package.

1

Connect

We link Finance Control to your accounting system. One-time setup, automatic from then on.

2

Generate

At month-end, Finance Control compiles every statement, schedule and variance analysis automatically.

3

Present

You receive a polished, complete financial package ready for your leadership team or board.

Want to see it on your numbers?

Let's set up a quick walkthrough with your actual data.