Can anyone give me some info on their financial reporting process, esp. software and tools? I’m not quite satisfied with what we have currently, which is basically just the Quickbooks excel export.
Specifically I want (and do not have):
- the ability to look at changes to budget/actuals over time (why did spend look like X when we previously planned for Y?)
- notations on various planned expenditures (this expense is for X, detail detail detail)
- easy ability to model future expenses and see runway impact
- clear and straightforward categorization
- just easy viewing, not super tiny crammed spreadsheets
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