Insights
Business Insights
Your business, from signal to evidence.
Section 1
Financial
What the business earned, spent and owes in VAT, with the records behind each figure.
Trend and comparison
Revenue vs expenses
Click a month to show only that month.
Position
Profit or loss
How your profit or loss moved each month.
Tax
Net VAT
VAT you charged customers minus VAT you paid suppliers.
Business mix
Top categories
Select a month to inspect its recorded category mix.
Who you depend on
Largest customers
Shown once there is enough customer data.
The proof
Records behind the numbers
Choose a month above or click a point on a chart to see the records behind it.
| Date | Type | Supplier or customer | Category | Status | Amount |
|---|---|---|---|---|---|
| Select a month to see its records. | |||||
Section 2
Warnings
Cash flow and tax problems Hesalio has spotted, for you to review.
Cash flow
Warnings
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| Type | How serious | Summary | Spotted | |
|---|---|---|---|---|
| Loading your warnings… | ||||
Section 3
Forecast
Where the trend points, from completed months only, and how Hesalio is learning from your decisions.
Forecast
Forecast
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Learning
Is Hesalio getting smarter?
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| Week of | Suggestions confirmed | Categories left unchanged | Invoice defaults matched | Trade defaults matched | Payment-out accounts matched |
|---|---|---|---|---|---|
| Loading… | |||||
Learning is private to your business. It only re-ranks suggestions and fills in categories, payment terms and trade details you have already settled on; every match, invoice and filing still needs a person.
Review
How sure must a record look to skip review?
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