Relevant figures - without help from a tax advisor

Costs, revenues, liquidity and other key figures in real time

Dashboard in der work4all App mit Umsätzen und Veränderung relativ zum Vorjahr.

You will certainly receive business evaluations from your accounting department or tax advisor once a month — usually around one month after the end of the month. With work4all, you can always see the current financial situation of your company. For this purpose, all relevant key figures for controlling are provided.

Flexible controlling

CRM, ERP and project management in a single software. work4all is the award-winning all-in-one software that combines commercial functions, filing of communication and documents, and project management.

Controlling Dropdown Optionen
Gewinn-Verlust-Rechnung Tabellenübersicht

P&L preview and liquidity plan

The profit and loss statement is used to determine your business's financial performance. Our preview also includes planned figures, such as unbilled orders and purchase orders, allowing you to quickly see your company's financial status.

Liquidity planning calculates the figures based on the current account balance and thus provides information about the future liquidity of your company.

Quick evaluations with sales statistics

The sales overview shows you the customers or articles with the highest turnover. By double-clicking on a line, you can access additional details, such as which products or services (items) the customer has generated revenue with.

Umsatzübersicht aller Kunden Gesamt und je Monat.
Dashboard in der work4all App mit Umsätzen und Veränderung relativ zum Vorjahr.

With the work4all dashboard, all figures are available on the go

As a CEO or decision maker, you can keep an eye on your company's key figures on your smartphone even when you're on the go.

  • Turnover
  • Incoming orders
  • Comparisons with previous year
  • Employee figures
  • Outstanding items and outstanding liabilities
ERP/ Controlling, Forecast & Liquidity

Feature overview

Profit and loss statement

Invoice accruals

Cash Flow planning

Rolling Forecast

Fixed values for costs and revenues without invoice documents

Consideration of planned figures from open orders, orders and sales opportunities