Korvus ReportingDashboards and reporting packs
Your numbers, ready before the meeting.
The dashboards a growing business needs, without hiring someone to build them: cash, who owes you and who you owe, profit, sales pipeline, and payroll, refreshed weekly or monthly on your schedule and checked by a person before they land.
Live demo: Receivables & payables
Receivables and payables, at a glance.
Receivables & payables
Who owes you and how late, who you owe and when, how long customers take to pay (DSO) versus how long you take to pay (DPO), and a view that puts both sides together.
| Month | Outstanding | Overdue |
|---|---|---|
| Apr 2026 | $821,100 | $345,150 |
| May 2026 | $756,930 | $324,420 |
| Jun 2026 | $808,040 | $360,580 |
| Jul 2026 | $815,160 | $382,000 |
| Aug 2026 | $866,060 | $409,960 |
| Sep 2026 | $879,830 | $391,970 |
| Customer | Current | 1–30 | 31–60 | 61–90 | 90+ | Total |
|---|---|---|---|---|---|---|
| Lakeshore Distribution | $102,770 | $46,500 | $26,780 | $12,020 | $5,800 | $193,870 |
| Granite City Foodservice | $52,800 | $34,010 | $29,410 | $22,620 | $13,310 | $152,150 |
| Northwind Grocers | $114,060 | $13,480 | $3,910 | $1,270 | — | $132,720 |
| Harbor Point Hospitality | $32,410 | $26,380 | $19,950 | $14,440 | $8,210 | $101,390 |
| Summit Restaurant Group | $48,350 | $15,140 | $7,460 | $2,790 | $1,650 | $75,390 |
| Blue Valley Orchards | $40,280 | $10,820 | $3,200 | $560 | — | $54,860 |
| Riverbend Markets | $27,640 | $9,960 | $5,400 | $2,950 | $1,460 | $47,410 |
| Prairie Co-op | $35,060 | $7,840 | $1,940 | $340 | — | $45,180 |
| Cedar & Vine Catering | $14,760 | $11,470 | $5,530 | $6,330 | $4,390 | $42,480 |
| Metro Fresh Wholesale | $19,730 | $7,560 | $3,880 | $2,010 | $1,200 | $34,380 |
| Total | $487,860 | $183,160 | $107,460 | $65,330 | $36,020 | $879,830 |
Sample data for illustration. Your pack runs on exports from your accounting system, or straight from Korvus Ledger, and every refresh is reviewed by a person before it lands.
Why Reporting
The pack, without the spreadsheet.
The packs
Five packs most small businesses need.
Cash flow & runway
For: Every business, every week
Bank balances, inflows and outflows by week, and a rolling 13-week forecast so the cash conversation happens before the squeeze, not after.
Open the demoReceivables & payables
For: Anyone who invoices or gets invoiced
Who owes you and how late, who you owe and when it is due, how long customers take to pay (DSO) versus how long you take to pay (DPO), and a view that puts both sides together.
Showing in the demoMonthly P&L pack
For: Owners, partners, and anyone you report to
Sales, what it cost to deliver, what you spent to run the business, and what was left (EBITDA), against your plan and last year, with the differences explained in plain language.
Open the demoSales & pipeline
For: Sales-led businesses
Bookings, pipeline by stage, win rate, average deal size, and forecast against quota, so the Monday sales meeting starts from the same numbers.
Open the demoPayroll & headcount
For: Service businesses, restaurants, contractors
Labor as a share of revenue, overtime, headcount by role, and cost per hire, because for most small businesses people are the biggest line on the P&L.
Open the demoSomething else?
For: Inventory, job costing, multi-location rollups
Inventory turns and reorder points, project profitability, franchise or location rollups, unit economics. If it comes out of your ledger, we can put it on a page. Tell us what you want to see.
Open the request formHow it works
From export to executive summary.
Connect
Point us at the numbers
Exports from QuickBooks, Xero, NetSuite, or your bank, or a direct feed from Korvus Ledger. No new system for your team to learn.
Build
Design the pack with you
We start from a ready-made pack and shape it around your decisions: the KPIs, the cuts, and the comparisons that actually matter.
Review
A person checks every refresh
Totals are tied back to the ledger and anything unusual gets a note before the pack goes out. Nothing lands unreviewed.
Refresh
On your calendar
Weekly or monthly, delivered as a live dashboard and a PDF pack for the meeting. Ask for a new cut and it shows up in the next refresh.
Built to tie out
Every number traces back to your books, compares to your plan and last year, and the differences are explained in plain language. Your accountant still closes the books. Korvus makes sure you never wait until they do to know where you stand.
Better with Ledger
Running partner reconciliation in Korvus Ledger? Reconciled figures flow straight into the pack, no export required.
Reviewed, not just rendered
A person checks each refresh: totals reconcile, outliers get a note, and questions get answered before the meeting.
Yours to keep
The dashboards and the data model belong to you. Pause the service and everything built so far stays with you.
See your numbers this way.
Send us any export from your accounting system and we'll return a first pack on your data.