Dashboard Use Cases/Finance & BudgetingCFO/Finance Director

Build me a dashboard showing all intercompany transactions for the current quarter, with balances per entity pair, unreconciled amounts, and aging of open intercompany items beyond 30 days.

Tracks intercompany balances and unreconciled items across entities to ensure clean consolidation and timely settlement.

Metrics & KPIs

Intercompany balance by pairUnreconciled amountAging of open itemsSettlement velocity

Required Data

Intercompany invoicesentity ledgersreconciliation recordssettlement history

Data Sources

Finance SystemData Warehouse

Works with tools like

NetSuiteQuickBooksXeroSageFreshBooksSnowflakeBigQueryRedshiftDatabricksClickHouse

How Bruin builds this

Bruin

Bruin AI Dashboards

Build me a dashboard showing all intercompany transactions for the current quarter, with balances per entity pair, unreconciled amounts, and aging of open intercompany items beyond 30 days.

Bruin connects to your Finance System, Data Warehouse and builds the dashboard automatically.

It visualises Intercompany balance by pair, Unreconciled amount, Aging of open items and delivers a live, interactive dashboard in seconds, no SQL or configuration needed.

Bruin AI Dashboards

Dashboard use cases across every team, from executive reporting to engineering velocity, marketing funnels to financial planning. Describe what you need, get a live dashboard in seconds.

Business AnalystCEO/FounderCFO/Finance DirectorCustomer Success ManagerData AnalystEngineering ManagerHR/People ManagerOperations ManagerProduct ManagerSupport ManagerVP of MarketingVP of Sales

Build this dashboard in seconds

Describe what you need in plain English. No SQL, no drag-and-drop, no waiting.