Canvas

Spreadsheet-style analysis in client context

Canvas

Excel reflexes over ERP, statements, forecast snapshots, and assumptions.

Selected · No cell selected

4 data blocks on canvas.

Block 1 · Customers · AR aging

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No customer data yet

Connect your ERP to see receivables and AR aging broken down by customer.

ERP-backed proxy · values are formula-ready rows

Block 2 · Forecast · 13w

=PROJECT(receivables, 13w)
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No forecast data yet

Your 13-week cash forecast rows will populate here once data sources are connected.

Block 3 · AI explanation

No receivable risk explanation loaded.