Plecto for Finance
Automatic report and dashboard overview of your finances
Optimize your workflow by reducing the time spent on developing reports and stay on top of budgets in real-time.
Real-time visualization of your finances
Understand where the money is going
Use dashboards to see all of the salaries, expenses and income as they incur on a dashboard in real-time and become more proactive.
Learn more about DashboardsImmediately recognize when budgets are exceeded
Stay on top of each budget and react quickly when they are being exceeded using instant notifications.
Learn more about Instant NotificationsSave time spent on reporting
Automate reporting
Easily create reports with automatically updated numbers and export them to Excel and PowerPoint in just a few clicks. No more copy-pasting.
Learn more about Real-time ReportsCustomizable KPIs
Use our pre-defined KPIs or create more advanced KPIs that suit your business needs - only you set the limits.
Forecasting with great success
Enable your team to be able to plan with accuracy and efficiency using real-time forecasts and reports.
“Plecto has saved us hours of reporting time that we used to do manually, and the motivation and drive it brings to our reps has allowed us to lower head count as our reps are more productive than ever before.”
Rustin Fincke
VP of Operations, Digital Pharmacist
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.