Financial Dashboard That Actually Answers Your Questions
Stop hunting through spreadsheets and reports. The SynKlarity dashboard puts every metric you need in one place—with answers, not just numbers.
Real-time
Updates
50+
Widgets
Quick
Customized Setup
The Problem We Solve
Most business owners share a common frustration with financial dashboards: they show numbers but don't answer questions. You open your accounting software, see revenue is down 12% from last month, and then spend the next hour trying to figure out why. Which customers paid late? Which expenses spiked? Is this a real problem or just timing?
Traditional dashboards force you to be a detective. You export data to Excel, cross-reference bank statements, dig through invoices, and eventually piece together what happened. By the time you understand the problem, it's already ancient history—and you've wasted half your day on analysis that should have taken five minutes.
The SynKlarity dashboard works differently. Instead of just displaying metrics, it tells you what's driving those metrics. When revenue dips, you immediately see whether it's a collection timing issue, lost customers, or delayed invoicing. When cash is tight, you see exactly which receivables to chase and which payables can wait. The dashboard doesn't just show you the "what"—it explains the "why" and suggests the "what next."
How SynKlarity Solves This
We built the SynKlarity dashboard around how business owners actually think about their finances—in questions, not in charts.
"How much cash do I really have?" Not just today's bank balance, but what's actually available after you account for outstanding checks, pending payroll, and committed expenses. Our cash position widget shows you the number that matters: what you can actually spend without bouncing something.
"Will we make payroll?" The 13-week cash forecast shows you exactly when cash crunches are coming. No more mental math trying to figure out if that big receivable will clear before payroll hits. The forecast updates automatically as invoices are paid and expenses are recorded, so you're always looking at current projections—not last week's guess.
"Which customers are actually profitable?" Beyond just revenue by customer, we show you which accounts generate margin and which ones consume more resources than they return. That "great" customer who always pays 90 days late and demands rush orders? We'll show you what they actually cost you.
"What should I worry about?" Instead of scanning through dozens of metrics hoping to spot problems, our alert system tells you what needs attention. Cash below your threshold? Margin trending down? A usually-prompt customer suddenly 45 days past due? You'll know before it becomes a crisis.
Industry Applications
Construction
Contractors use the dashboard to monitor job profitability in real-time, track retainage across projects, and forecast cash needs around material purchases and subcontractor payments. The profit center view shows margin by job, while the 13-week forecast accounts for the lag between billing and collection that makes construction cash flow so challenging.
Professional Services
Law firms and agencies track utilization alongside revenue, seeing not just billings but the realization rate—how much of that time actually converts to collected cash. The AR aging view prioritizes collection efforts based on client payment patterns, not just invoice age.
Healthcare
Medical practices see revenue by provider, payer mix analysis, and days in AR by insurance carrier. The dashboard highlights which payers are consistently slow, helping practices make informed decisions about which insurance to accept and where to focus billing follow-up.
Key Benefits
Answers, Not Just Numbers
Every metric comes with context. See not just what changed, but why it changed and what to do about it.
Real-Time Cash Visibility
Know your actual available cash—not just bank balances, but what you can really spend after commitments.
13-Week Cash Forecast
See cash crunches coming weeks in advance. Plan around payroll, taxes, and major expenses with confidence.
Profit Center Tracking
Understand profitability by customer, project, location, or any dimension that matters to your business.
Smart Collection Priorities
AI analyzes payment patterns to tell you which receivables to chase—not just the oldest ones, but the ones most likely to pay.
Mobile Access
Check cash position and key metrics from anywhere. The dashboard works on any device without a separate app.
Features
KPI Tracking
Monitor key metrics with trend analysis and intelligent alerts that explain what's changing.
Cash Position
Real-time visibility into available cash across all accounts, adjusted for pending transactions.
AR/AP Aging
Track receivables and payables with AI-powered collection insights and payment optimization.
Cash Forecasts
13-week rolling forecast that accounts for seasonality, payment patterns, and committed expenses.
Profit Centers
See profitability by customer, project, department, or any custom dimension.
Variance Analysis
Automatic explanations of budget vs. actual differences—no manual digging required.
Frequently Asked Questions
Explore More SynKlarity Features
Ready to Experience Financial Dashboard?
Request a proposal and we'll show you how our AI-powered financial dashboard works using a sample from your actual financial data.