For finance
For delivery
Track project and business financials in a single dashboard
The finance insights application gives your finance teams ready-to-use dashboards to track P&L, cash flow, margins, and more, right from inside Microsoft Teams. It surfaces financial insights and exceptions in real time, providing clear visibility across your business so you can act faster and protect profitability.
Address these blocks to you cash flow and growth with the finance insights application
Disjointed systems and manual processes force project and finance teams to rely on cold data, inconsistent reports, and inefficient approvals. This creates friction, delays, and missed revenue opportunities.
No consolidated view of AR, cash balances, or aging across systems
Delayed visibility into cash positions, liabilities, or reserves
Margin leakage goes unnoticed until it's too late
Manual follow-ups and approvals slow down cash collection
Monitor every financial KPI from one dashboard using the finance insights application
The finance insights application provides business-ready dashboards where finance leaders and teams can have complete visibility across key financial metrics for your firm. A single dashboard offering views across – Margins, Accounts Receivable (AR), Accounts Payable (AP), Profit and Loss (P&L) statements, Balance sheets, Cashflow, intercompany and more all in real time. It integrates with evergreen to surface key insights directly within Microsoft Teams, so actions can be taken without switching tools.
- Analyze Profit and Loss (P&L) performance by region, service lines, business unit, or account code
- Track global cash and balances across currencies
- Drill into Accounts Receivable (AR) and Accounts Payable (AP) aging, receipts, and overdue collections
Key features to track cash, margins, and risk with drill-through dashboards
The finance insights application helps finance leaders, delivery teams, and project managers stay aligned on the numbers that matter, profitability, collections, and cash flow. Explore how it works below.
Gain instant clarity on receivables and collections
Track overdue balances, average days to pay, and top unpaid clients in a single dashboard. With real-time insights into collection risks, your teams can act faster to improve cash flow and reduce aging.
- Visualize client-level Accounts Receivable (AR) aging, open invoices, and average payment delays
- Filter by client group, currency, region, or due date to target collections
- Track top overdue clients and receipts trend across time periods
Compare Profit and Loss across entities and periods
Drill into Profit and Loss (P&L) metrics by revenue type, region, or business unit with flexible slicers. Understand variances, forecast gaps, and margin shifts using built-in comparisons and KPI summaries.
- Visualize revenue, operating expenses, and Earnings Before Interest and Taxes (EBIT) across fiscal periods
- Compare actuals with forecasts or previous years to track performance
- Break down gross margin by service, product, or intercompany revenue
Track cash positions and liquidity across accounts
Get a unified view of cash reserves, bank accounts, and currency balances across geographies and entities. The finance insights app makes it easy to spot low reserves, upcoming shortfalls, and funding opportunities.
- Monitor global cash balances in display and accounting currencies
- Compare actual vs expected balances using forecast overlays
- View cash by legal entity, bank account, or region with drill-through
Accelerate close with intercompany and subledger reconciliation
Identify mismatches and balance differences early with visual comparison dashboards. Built-in drill-throughs help you resolve variances across Accounts Receivable (AR), Accounts Payable (AP), subledger, and intercompany balances.
- Detect and resolve discrepancies between Accounts Payable (AP)/Accounts Receivable (AR) balances across entities
- Highlight General Ledger (GL) and subledger mismatches with detailed breakdowns
- View intercompany Profit and Loss (P&L) impact with visualizations
Build and share custom financial reports
Create personalized reports with finance insights using the application’s extensible data model, while maintaining alignment with global templates. Flexible dimensions and filters ensure each team sees what matters.
- Use slicers to filter by department, General Ledger (GL) account, period, or client
- Support ad hoc reporting for budgeting, variance analysis, and cash tracking
- Export, schedule, or embed reports within Microsoft Teams workflows
Get fast, accurate answers with copilots within evergreen copilots in Teams
copilots within evergreen help surface key financial insights and actions through simple chat commands. Whether it’s reviewing Accounts Receivable (AR) aging or exporting Profit and Loss (P&L), copilots get you there faster.
- Ask natural questions like “Show cash flow forecast for Q4” or “List top overdue clients”
- Trigger report exports, approvals, or alerts directly in Teams
- Act faster on overdue collections, forecast gaps, or profitability risks with proactive prompts
Go from data to decisions in just a few clicks
Whether you’re consolidating financials, reviewing budgets, or analyzing cash flow, finance insights makes it fast and insight driven.
- Step 1
Access finance insights from Microsoft Teams or directly via Microsoft Power BI and get ready-to-use financial report packs with multi-entity, multi-currency visibility
- Step 2
Slice and filter key financial data the way you want - by custom dimensions to analyze Profit and Loss (P&L), cash balances, or receivables
- Step 3
Share dashboards across Teams, web, or mobile to support fast, strategic decision-making anytime, anywhere
Benefits that extend beyond finance teams to other critical functions
Finance insights provides role-based financial visibility, enabling every team to stay aligned, compliant, and in control of performance.
Finance teams
Monitor budgets, cash flow, and compliance with real-time dashboards and advanced analytics all in one workspace.
Controllers
Accelerate monthly close by identifying variances, mismatches, and exceptions early
Leadership
Monitor profitability, working capital, and reserves to steer long-term growth
Project teams
Access project-level financial summaries to understand cost trends, margin shifts, and profitability without waiting for month-end reports.
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evergreen and empower: Built to work together on your Microsoft tenant
evergreen provides the operational and financial foundation for software services firms, connecting client onboarding, project setup, resource planning, delivery activity, and financial data in one governed system.
empower is the decision intelligence layer that sits above systems of record, including evergreen or other platforms already used by the firm. It interprets operational data, applies services-specific context, and uses AI agents and copilots to guide decisions across the project lifecycle.
Because insights are grounded in real firm data, project leaders, finance teams, and operations leaders can detect onboarding delays earlier, monitor project readiness signals, and act quickly to ensure projects become delivery-ready, billing-ready, and compliant from the start.
FAQs
What does finance insights report on?
finance insights covers P&L, balance sheets, global cash balances, receivables, payables, intercompany reconciliations, WIP, and subledger comparisons all with interactive drill-throughs.
How does finance insights help with intercompany reconciliation?
It identifies AR/AP mismatches and P&L differences with matrix views and drill-downs, helping teams resolve discrepancies faster.
Can I forecast cash flow in finance insights?
Yes. The cash flow dashboard visualizes actual vs predicted balances, including AP/AR movements and reserves, across entities.
Can I create custom reports?
Yes. empower finance allows custom reporting using the central data model with filtering by dimension, period, or currency.
Do copilots within evergreen work with finance?
Yes. copilots within evergreen in Teams help users query dashboards, approve workflows, and respond to financial risks through chat without opening a separate tool.