New Feature Launch: Introducing Reporting in Venn

‍

Why We Built Reporting

Most businesses don't lack data. They lack a clear view of it.

As Venn grew to serve 5,000+ Canadian businesses, we kept hearing the same thing: the data is all there, but getting a clear picture of it takes too much work. Business owners and finance teams have to export transaction data into spreadsheets, manually build charts, and spend hours reconciling numbers across tools just to answer basic questions about cash flow and spending.

We fixed that inside Venn itself.

Since we already process your transactions, hold your accounts, and manage your corporate cards, we have all the data you need in one place. Reporting now turns it into interactive dashboards you can explore in real time, with zero manual setup.

Cash Flow

This section shows how money moves through your business.

Hover over the chart and see your total available balance at any point in time. Right next to it, you'll see exactly how much Venn is generating for your business through cashback and interest earned.

Every chart is interactive. Click into cashback or interest earned, and you'll see the exact transactions behind those numbers.

The cash flow chart shows money flowing in and out across all your accounts, and the filters make it easy to focus on exactly what you need. Filter by date range, currency, or account, and the level of detail automatically adjusts from daily to weekly, monthly, or quarterly views.

Only care about your USD accounts last year? Or your CAD accounts this month? One click and the entire dashboard updates.

If you're managing global accounts across multiple currencies, this allows you to finally see everything in one place without exporting a single file.

Card Spend

This section shows how your team is actually spending money.

You get total corporate card spend over time, with each data point representing spend for a specific period. Click into any point and you can view those purchases on the transactions table for that time period.

You also get clear insights into where your money is going:

- Your top spending categories

- Your top merchants

- The cardholders driving the most spend

Click into any merchant or cardholder, and you're taken directly to the relevant transactions. You'll never have to dig through data to find what you're looking for.

On top of that, you can track operational items like missing receipts and memos to see what needs attention. And you can view declined transactions and understand why they were declined, whether it's due to limits, restricted categories, or controls you've put in place. Full visibility into what's being spent, where, and by whom.

Get Started Today

Reporting is now available to all Venn customers! Log into your Venn account and you'll find reporting ready to go.

We're building Venn to be the financial operating system Canadian businesses actually deserve, and the reporting feature is a big part of that.

If your team is not using Venn yet and wants to see how reporting and the rest of the platform can help your business, sign up today.

^{This publication is provided for general information purposes and does not constitute legal, tax or other professional advice from Venn Software Inc or its subsidiaries and its affiliates, and it is not intended as a substitute for obtaining advice from a financial advisor or any other professional. We make no representations, warranties or guarantees, whether expressed or implied, that the content in the publication is accurate, complete or up to date.}