Adding even basic financial information to your data analytics increases your understanding of your customers and financial projections. This Block visualizes bank accounts and invoice data from various accounting systems for immediate consumption and analysis. Use as a stand-alone or combine the accounts receivable data with other Customer Success sources for a complete view.

Use this Block to:

  • Consolidate all your bank account balances
  • Get a working capital overview with accounts receivable/accounts payable aging
  • Analyze your accounts receivable exposure
  • Identify at-risk payments

The “Essentials” series of blocks by Keboola offers the ability to jumpstart your analytics by simultaneous deployment of Keboola Scaffolds and Looker Blocks. With all Keboola Blocks and projects, you can easily customize the data model and transformations in Keboola Connection to better fit your needs. Speed and simplicity without compromise!

To get help with Keboola set up for this block go here.

Keboola is a data operations platform that enables teams to scale business insights and revenue through automated workflows and quick and secure experimentation. For more information, please visit www.keboola.com.

Data sources supported out of the box: Xero, QuickBooks Online. Inquire about others!