Overview
Revenue vs total costs
Net profit by month
After cost of sales, operating and other expenses
Margins
Gross and net margin, % of revenue
KPI scorecard
* For this metric, a result below target is favourable. Ratios use month results annualised (×12) against balance-sheet positions.
KPI Explorer
Breakeven
Breakeven analysis
Cost of sales treated as variable, operating expenses as fixed
Cash flow waterfall
Goalseek
Each row shows the change in that single lever alone — holding the others constant — needed to reach the goal margin. Cost of sales is treated as variable (scales with volume); operating and other expenses as fixed. Levers are grouped by sensitivity (how small a change achieves the goal).
Charts
Growth
Profit waterfall
Revenue breakdown
Top expenses
Insights
Manage Users
Everyone who has signed up for FinSight
You have full admin access: open any account, reset its password (you'll get a new temporary password to share), or delete it. Passwords are stored encrypted and can't be viewed — reset to issue a new one.
Connect a QuickBooks Online company
FinSight reads your financial reports directly from QuickBooks Online. You sign in on Intuit's own page and approve access — FinSight never sees your QuickBooks password. Each company you approve is added to the Company switcher, keeps its own connection, and re-syncs on its own from then on.
- Click Connect to QuickBooks below.
- Sign in to Intuit and pick the company you want to report on.
- Approve read access. You land back here with the last two years of figures already imported.
