Finance

 Datasources: Banking Financial datasource

Description: cash flow, spend vs goal, top income streams, total spend, spend by category & merchant

 Datasources: Quickbooks Online, Xero

Description: finance summary, profit margin, cash balance, net revenue, expenses by type, ar & ap

 Datasources: Cash Management

Description: open ECM invoices, Cash Flow forecast, Open AP, Actual to Projected cash, AP Aging by Bucket, Expense Categories