Cash, margin and budget, without waiting for month end.
Klayara is finance dashboard software. It connects your accounting system, billing, bank data and the budget spreadsheet so finance sees cash, receivables, margin and variance every day. Ask "why did margin drop in March?" and get a chart, schedule the board pack, and share each figure only with the people cleared to see it.
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What finance teams ask every week.
A dashboard earns its place by answering these without anyone opening a spreadsheet.
- Where did this month's cash go?
- Which customers are more than 60 days overdue, and how much do they owe?
- Are we on budget by department, and which lines drive the variance?
- What is our gross margin by product line this quarter versus last?
- How many months of runway do we have at the current burn?
- What will the board pack say on Friday, and can we see it on Monday?
- Why did gross margin drop last month, and which products caused it?
Dashboards finance teams run on.
Cash & runway
Bank balances, inflows, outflows and months of runway, daily.
Receivables ageing
Overdue invoices by customer and age bucket, with collection status.
P&L by month
Revenue, cost and margin by month, product line and location.
Budget vs actual
Variance by department and line, flagged when it passes a threshold.
Revenue recognition
Booked, billed and recognised revenue reconciled across billing and the ledger.
Board pack
The agreed monthly measures, scheduled as a versioned PDF.
What changes for finance teams.
Close the gap between the ledger and the meeting
Cash, receivables, payables and margin come straight from the accounting system and trend daily. The number in the Monday meeting is the number in the books, not last month's export.
Budget vs actual with the budget where it lives
Keep the budget in Excel or Google Sheets and connect it beside actuals from the ledger. Variance by department and line updates whenever either side changes.
Salaries and margins stay with finance
Column-level permissions hide payroll, cost and margin columns from everyone outside finance. Managers see revenue and headcount; only finance sees the cost behind them.
A board pack that builds itself
Schedule the month-end dashboard as a PDF and it arrives in the board's inboxes on the day, generated from the live figures. Download the issued copy the day it goes out and the record is what the board saw.
No migration. No new system to learn.
Klayara reads from the tools finance teams already use. Connect them, relate them once, and every dashboard draws on all of them together.
- Keep data live in your systems, or import for extra speed
- Spreadsheets sit alongside databases as equals
- A connector missing? Tell us — it goes on the build list
Templates finance teams start from
Can we keep salary and margin figures away from everyone outside finance?
Yes. Column-level permissions hide or mask any column by role, and the rule holds in downloads, scheduled reports, embedded views and AI answers, not only on the dashboard.
Our budget lives in a spreadsheet. Does it have to move into a system?
No. Connect the Excel or Google Sheets file and Klayara treats it like any other table, so the budget sits next to actuals from the ledger and updates when the sheet does.
Can the month-end pack be sent automatically?
Yes. Schedule any dashboard as a PDF by email, Slack, WhatsApp or Telegram, in local time and local currency formatting.
Can a non-accountant ask a question about the numbers?
Yes. The AI chat answers plain-English questions from the same governed data, so a manager who asks about cost only gets an answer if their role is allowed to see cost.
Can I ask "why did margin drop?" and get a real answer?
Yes, with Klayara AI on Growth and Enterprise. Ask in plain English and get a chart from your ledger data, built on your saved definition of margin; on the P&L dashboard, Why did this change? explains the move in plain words. The AI runs only when you click, and nothing is saved until you save it.
Can AI write the formula for a finance metric?
Yes. The formula assistant turns "revenue minus cost of goods, divided by revenue" into a formula, fixes a formula with a mistake and explains any formula in plain words, using Klayara's 138 formula functions. It sees column names, never your figures.
What does Klayara cost for a finance team?
Klayara is priced per user with no minimum: Viewers from $10 and Builders from $20 a month, billed yearly. Budget holders who only read their numbers take the Viewer seat. Klayara AI comes with Growth (150 AI credits a month for the whole workspace) and Enterprise.
See Klayara on your finance data.
Bring the report you rebuild most often. We'll recreate it live from your own systems and set it to send itself.
Prefer to see plans first? See pricing