Reporting & Dashboard
Use Seapoint's reporting tools to get a clear, real-time view of your company's finances; from your cash position and spending trends to detailed cash flow statements.
Understanding your dashboard
What can I see on my dashboard?
What can I see on my dashboard?
Account summaries, cash balance chart, quick actions, recent transactions.
Tip: Home icon in sidebar.
Who can see the dashboard?
Who can see the dashboard?
Role | Access |
Admin | Full |
Accountant | Full but no payments |
Employee | No access, only cards |
Cash flow reporting
How do I view my cash flow report?
How do I view my cash flow report?
Reporting sidebar
Cash flow
Shows money in, money out, net cash flow
Date range selector
What does the cash flow report include?
What does the cash flow report include?
Bank transfers
Card transactions
Payroll
Treasury deposits/withdrawals
Fees
Auto-categorised.
Viewing reports by date range
How do I filter reports by date range?
How do I filter reports by date range?
Date range selector
Presets (this/last month, 3/6 months, this year, custom)
Apply
Updates instantly.
Can I export reports?
Can I export reports?
Yes, CSV or PDF.
Tip: CSV for accounting software, PDF for stakeholders.
Access and permissions
Who can access reporting?
Who can access reporting?
Admins and Accountants only.
How do I add an accountant or finance team member?
How do I add an accountant or finance team member?
Team
Add team member
Accountant role
Send invite
Read-only access, no payments.
FAQs
How up to date is the data in my reports?
How up to date is the data in my reports?
Real-time for transactions, daily by 9am for dashboard chart.
Can I view reporting for a specific account only?
Can I view reporting for a specific account only?
Yes, account selector.
Can I share reports directly from Seapoint?
Can I share reports directly from Seapoint?
Not yet, on roadmap. Export and share.
Is Seapoint reporting compatible with my accounting software?
Is Seapoint reporting compatible with my accounting software?
CSV works with Xero, QuickBooks. Contact help@seapoint.co for help.
Still have questions? Contact our support team at help@seapoint.co or message us on Slack — we're here to help.