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BASIN REPORTING
Clear reporting from connected activity
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
Basin Reporting
Meridian Supply Co.
Period: Q2 2026
Sample data
Syncing connected sources Reviewing exceptions Preparing report sections Report ready to generate
LIVEConnected Sources
General ledger
Bank feeds (3)
Payroll
Account Activity
Revenue 1,842,300.18
Operating expenses 1,204,911.40
Unreconciled items 4
2 exceptions requiring review
Duplicate vendor payment ·
Acct 6120
Open
Bank feed gap ·
Jun 14 to Jun 16
Review required
Report Sections
✓ Summary ✓ Income statement ✓ Balance sheet Notes · pending
THE CONNECTED WORKFLOW
Every number in a report opens the documents behind it.
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
Nothing ships without review
Every exception and prepared entry waits for a reviewer. Open any figure, check the documents behind it, and approve. The approval is recorded.
