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Turn Financial Data Into Actionable Insights

Kissflow’s Financial Dashboard and Reporting App helps finance leaders visualize KPIs, track performance trends, and present real-time financial data in customizable dashboards—driving better business decisions.

Creator

Kissflow-logo

Language

English

Category

Energy and Oil and Gas

Enquire

Trusted by CFOs, controllers, and FP&A teams to centralize reporting, track financial health, and create executive-ready dashboards.

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From Static Reports to Interactive Intelligence.

This app moves you beyond spreadsheets and quarterly PDFs. See live updates of revenue, expense, cash flow, and key ratios—all tailored to your role and business goals. Track progress, analyze trends, and act on data.

What Is a Financial Dashboard and Reporting App?
It’s a real-time visualization tool that presents your organization’s financial performance in interactive charts, tables, and trend lines. Customize views by team, entity, or region to monitor what matters most.

It ensures:

  • A single source of truth for financial KPIs

  • Interactive dashboards tailored by audience

  • Fast identification of trends, gaps, and anomalies

  • Easy sharing of performance insights across the org

Why Do Finance Teams Need This?
Traditional financial reporting challenges include:

  • Delayed updates and manual report generation

  • Disconnected views across departments

  • Difficulty in identifying real-time performance gaps

  • Lack of executive-friendly presentation formats

Key Benefits:
✅ Visualize P&L, budget vs. actual, and balance sheet trends
✅ Drill down into cost centers, regions, or product lines
✅ Automate monthly and quarterly report updates
✅ Share dashboards with stakeholders securely and easily

🔧 Create Visual Insights With a Low-Code Platform

Kissflow’s low-code framework lets you connect data from spreadsheets, ERP systems, or accounting tools to create rich dashboards. Choose from bar charts, tables, scorecards, variance displays, and more—designed for FP&A, leadership, or departmental use.

You can set filters, thresholds, and data refresh rules—without technical support.

Why Choose a Low-Code Reporting App?
🎯 Build and modify dashboards in minutes
📊 Configure KPIs, formulas, and views flexibly
🔄 Schedule auto-refresh from connected sources
🔧 No-code design and instant publishing

💡 Who Is This For?

  • Finance controllers and analysts tracking metrics

  • CFOs presenting reports to leadership or investors

  • Department heads reviewing cost and performance

  • Business users needing simplified access to numbers

📦 Modules

  • Dashboard Designer: Drag-and-drop builder for custom views

  • KPI Manager: Define formulas and performance indicators

  • Data Connector Panel: Link ERP, Excel, or accounting tools

  • Drill-Down Navigator: Explore data by category or time period

  • Report Publisher: Share dashboards on schedule or on-demand

🛠️ Features

  • Custom charts and tables for finance data

  • Scheduled data refresh and auto-reporting

  • Budget vs. actual variance views

  • Trend analysis with time filters

  • Export to PDF, Excel, or PowerPoint

  • Role-based access and visibility

  • Alerts for performance threshold breaches

  • Interactive commentary or annotation tools

  1. Click “Enquire” on the app listing

  2. Share your reporting KPIs, data sources, and user roles

Submit the form
We’ll set up dashboards, data syncs, and access permissions to match your financial reporting needs.
Kissflow appstore
Turn Financial Data Into Actionable Insights
Enquire

Smarter Reporting Starts With Visibility

Finance teams are replacing static reports with real-time insights using Kissflow’s Financial Dashboard and Reporting App.
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Mcdermott-Apr-19-2023-11-38-34-3467-AM

This is so easy, even my mom could do this. It was extremely intuitive and straightforward. The watermark was, 'I don't need to call IT to do this. I can do it myself.

Renee Villarreal

Senior IT Manager

Industry

Energy

HeadQuaters

USA

Key Highlights

450+

Process

10x

ROI

10,000+

Users

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SBTelecom-America_logo

The beauty of Kissflow is how quick and easy it is to create the apps I need. It's so user-friendly that I made exactly what I needed in 30 minutes.

Oliver Umehara

IT Manager

Industry

Telecom & Media

HeadQuaters

Japan

Key Highlights

28+

Processes

42

Group Companies

70+

Users

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FPH

We seek to go beyond incremental efforts not only in sustainability but also in everything we do. With Kissflow, FPH and its subsidiaries were able to digitize dramatically major operations, especially in their finance and accounts operations.

Joseph Arnel Chavez

Assistant Manager

Industry

Energy & Utilities

HeadQuaters

Philippines

Key Highlights

100+

Office Processes Automated

1,000+

Monthly Paperless Processes

10,000+

Employees

Frequently Asked Questions

The app integrates with ERP systems (SAP, Oracle), accounting software (QuickBooks, Xero), spreadsheets, and CSV uploads.
Yes. Views can be filtered or secured based on role, department, or geographic access needs.
You can configure hourly, daily, weekly, or manual refresh intervals depending on your source and reporting frequency.
Absolutely. You can create separate dashboards for executives, finance teams, departments, or external stakeholders.
Yes. You can define custom KPIs, set calculation formulas, and display them as scorecards or charts.
Yes. You can publish read-only dashboards or export formatted views suitable for board presentations and investor updates.

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