Financial Reporting System Demo: Automatic Reports & Planning

VertexEDGE is the all-in-one financial reporting system trusted by CEOs, executives, entrepreneurs and finance teams to make smarter, faster decisions. From dashboards and KPIs to budgeting, forecasting, and board-ready reports, VertexEDGE from fractional CFO firm, VertexCFO, delivers the insights you need to drive performance, manage cash flow, and communicate with confidence

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See VertexEDGE in 120 Seconds

Want the quick version? Watch this 2-minute overview of how VertexEDGE streamlines reporting, simplifies budgeting and forecasting, and equips leadership with real-time insights.

What you’ll learn in 2 minutes:

  • How dashboards & KPIs provide instant visibility into P&L, balance sheet, and cash flow statements
  • How automated reporting replaces manual spreadsheets for financial reporting packages
  • How dynamic budgeting and rolling forecasts keep plans accurate and agile
  • How executives use VertexEDGE for board and investor communications

Meet Vertex Edge, your all-in-one financial reporting system with custom dashboards, KPI tracking, budgets and forecasts. VertexEDGE from outsourced CFO firm, VertexCFO, auto syncs with your accounting and payroll systems, keeping data always up-to-date. No more spreadsheets or manual downloads.

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Financial Dashboards and KPI Tracking

Build dashboards, track KPIs, and pull reports instantly. Compare actuals to budget, spot trends, and see the metrics that matter most. Revenue, ARR, MRR, profit margin, cash flow, OPEX and more. With easy-to-read dashboards and charts, you'll always have real-time insight into company performance.

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Financial Reporting
VertexEDGE makes monthly financial reporting quick and accurate with live data. Generate executive summaries, balance sheets, P&Ls, and cash flow statements instantly, month over month or year-to-date. Automate reporting and analytics and compare actuals to budget along with multiple planning scenarios to make informed business decisions.

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Budgeting and Forecasting
Dynamic budgeting and forecasting tools make planning simple. Build measurable budgets. Create forecasts in minutes and model scenarios with accuracy. With real-time sync, every plan, report, and dashboard updates automatically. Spend less time updating and rolling forward your forecasts and more time analyzing. You'll have cash flow insights and a clear picture of current and projected company performance.

VertexEDGE eliminates manual tasks, improves data integrity, and empowers confident decision making. See it in action. Book your demo today.

Why Choose VertexEDGE?

The Financial Reporting Edge for Executives and Entrepreneurs

In today’s fast-moving business environment, leaders can’t afford to make decisions with outdated or incomplete information. VertexEDGE auto-syncs with popular accounting and payroll systems and simplifies financial reporting and analysis, empowering you with clarity on your company’s performance and future trajectory.

With VertexEDGE, you can:

  • Empower strategic decision-making with real-time dashboards and KPIs.
  • Improve cash flow management and ensure liquidity for obligations.
  • Automate investor and board reporting with data-driven narratives.
  • Eliminate manual processes and focus on high-impact analysis.

What You’ll See in the Demo

Dashboards & KPIs

Gain instant visibility into your company’s financial health. VertexEDGE makes it easy to:

  • Build company-specific dashboards focused on balance sheets, P&L, and cash flow statements.
  • Compare performance month-over-month to identify critical trends.
  • Track key metrics like ARR, MRR, and gross profit margin.
  • Provide board members and investors with clear, data-driven insights.

Financial Reporting

Leave behind spreadsheets and slow manual reports. VertexEDGE helps you:

  • Automate reporting and compare actuals to budget.
  • Review summary financials delivered monthly alongside detailed MTD and YTD packages.
  • Share reports with visually appealing graphs and charts for clarity.
  • Ensure liquidity and optimize cash flow planning.

Budgeting

Stay on track to achieve your company’s goals with dynamic, flexible budgets:

  • Evaluate staff assumptions, such as timing of new hires, financial impact of benefit changes or salary increases.
  • Spot underperforming segments, services or cost overruns early.
  • Create accountability across teams to align spending with key targets and evaluate performance against budget.
  • Establish investments in the business for growth such as key capital expenditures.

Forecasting

Plan with confidence and agility:

  • Quickly update rolling forecasts with actual performance.
  • Account for seasonal fluctuations, downturns, or new opportunities.
  • Build long-range plans for M&A, expansion, or cost-cutting initiatives.
  • Keep a constant pulse on cash flow and working capital assumptions.

How VertexEDGE Supports Your Business

Whether you’re a CEO preparing for a board meeting, a COO managing growth, or a finance leader overseeing cash flow, VertexEDGE adapts to your needs:

  • CEOs, Executives & Entrepreneurs: Gain the financial clarity you need to make strategic decisions with confidence.
  • Finance Teams: Automate reporting to reduce manual effort and focus on analysis.
  • Investors & Boards: Access accurate, transparent, and timely financial insights.
  • Growing Companies: Plan for expansion, M&A, or market challenges with precision.

Trusted by Leaders for Smarter Financial Decisions

Organizations using fractional CFO firm VertexCFO have transformed how their reporting, planning, and forecasting — using VertexEDGE. They’ve gained clarity, improved efficiency, and elevated their board and investor communications.

“VertexEDGE gives us the tools to not only understand where we are but confidently plan for what’s next. Our strategic planning meetings have never been easier.”

Ready to Gain the Edge with VertexEDGE?

Take the first step toward smarter financial decision-making. Schedule a live demo with VertexCFO to see how VertexEDGE can transform your reporting, budgeting, and forecasting.

Demo Includes:

  • Guided walkthrough of dashboards and reporting features.
  • Tailored discussion around your industry and financial goals.
  • A clear picture of how VertexEDGE supports strategic decisions.

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No commitment required. See how VertexEDGE can empower your business.

Frequently Asked Questions

You’ll get a guided tour of the platform, including dashboards, financial reports, budgeting tools, and forecasting features, tailored to your business needs.
The demo uses data representative of a company, and provides an overview of a full budget including balance sheets, profit and loss and cash flow statements to demonstrate its functionality. You will also see an example of possible monthly and yearly reporting forecasts, 5 year planning and KPI tracking capabilities. Based on your industry, we can show reports that would be especially applicable to your revenue tracking and reporting needs.
Most demos are 30 minutes, with time for Q&A.
Absolutely. Many companies find it helpful to have multiple stakeholders join.

See VertexEDGE in Action Today

Book your free demo and discover how VertexEDGE empowers CEOs, executives, entrepreneurs and finance teams with dashboards, KPIs, budgeting, and forecasting tools that drive smarter business decisions.

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