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BASIN REPORTING
Turn connected financial activity into clear reporting
A coordinated reporting workspace that keeps sources, exceptions and report status together in one reporting period.
- Connect and process financial information
- Review exceptions and reconcile activity
- Prepare controlled, client-ready reports
THE CONNECTED WORKFLOW
From source document to delivered report
Each step keeps its link to the one before it, so any number in a report opens the documents behind it.
01
Financial documents and transaction data
General ledger, bank feeds, payroll, and invoices come in as the source of record.
02
Parsing, matching, and categorization
Documents are parsed and transactions matched and categorized against your chart of accounts.
03
Reconciliation and journal-entry preparation
Accounts reconcile continuously, with journal entries prepared and queued for approval.
04
KPI, period, and variance analysis
Period-over-period movements and variances are computed and explained against source activity.
05
Review queues and source drill-down
Exceptions route to reviewers who drill from any figure back to its underlying documents.
06
Dashboards and report delivery
Approved results publish to dashboards and reports, delivered with their review trail.
HUMAN REVIEW
Review comes before delivery
Every exception and prepared entry waits for a reviewer. Open any figure, check the documents behind it, and approve. The approval is recorded.
