Analytics & Reports

FOR:ANALYSIS

Interactive analytics reports embedded in FOR:LEDGER powered by Microsoft Fabric, plus pre-sale analysis services to design your optimal QuickBooks implementation.

Embedded Analytics

Interactive reports with Microsoft Fabric

QuickBooks accounting data is replicated in near-real-time to a Fabric Lakehouse and transformed into optimized Delta tables. Reports are embedded directly inside the FOR:LEDGER app.

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VAT Registers

Sales, purchases, reverse charge, receipts, and OSS registers with protocol numbers and rate-level detail.

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Journal Register

EU-compliant fiscal journal with protocol numbers, paginated view, and legal PDF export.

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Withholding Tax

Annual return with vendor grouping, payment tracking, and Excel/PDF export.

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E-Invoice Monitoring

Sent and received e-invoice status tracking with color-coded SdI status.

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Exchange Rates

Daily ECB rates, automatic cross-rates, and unrealized FX gain/loss analytics.

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AI Custom Reports

Ask Koaila AI to create custom reports with tailored data, filters, and visualizations.

Pre-Sale Consulting

Analysis and solution design

The first step toward a successful QuickBooks implementation. Our CSM and FDE team analyzes your processes, identifies gaps, and designs the optimal solution.

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Process Mapping

We document all your accounting, tax, and operational processes.

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Gap Analysis

We identify differences between your current system and the target solution.

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Solution Design

We design the solution architecture, including integrations and automations.

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Implementation Plan

A detailed plan with timeline, milestones, and deliverables.

Start with an analysis

Cyberotecnica

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