Feature Friday #5: Financials

Benjamin Roeloffs Valk

• 1 min read
Feature Friday #5: Financials

For this week’s Feature Friday, we’re all about showing you the money! Let’s take a look at some of our favorite Financial Performance features in the WE.VESTR Dashboard.

Just like everything we make at WE.VESTR, our Financial features are meant to save you time, to keep your team aligned and to prepare you for what’s to come. Here are some of our favorite ways to do that:

  • Easy Financial Import: Quickly and easily import an audit file to see a live, responsive and secure view of the company’s Revenue, Costs, P&L and Cash Flow.
  • Financial Reporting: Experience WE.VESTR’s sleek reporting features, including line item categorization and quarterly, monthly and annual reporting views.
Import your Finance file
  • Item Clustering: Click and drag items into custom financial categories to keep Revenue and Costs organized.
  • Forecasting (Coming Soon): Founders and investors will soon be able to create forecasting models with their financial data at the click of a button.
Create Categories and keep it organized

Thanks for joining us for this week’s Feature Friday. Stay tuned for even more features as we get closer to our launch!