Finance & Procurement
Perfex Insight Accounting
Profit and loss, income, expenses, cash, receivables and payables.
Requires Perfex Insight Pro What is Perfex Insight Pro?
What this add-on brings to Insight
Perfex Insight Accounting turns the Accounting & Bookkeeping ledger into dashboards. It reads the general ledger live and re-implements none of the parent module's rules — the account-type groupings, the active-account rule and the accrual/cash predicate all stay the parent's own.
Who it is for: Finance teams who want the period result and the current position on one screen.
Dashboards
These are the boards the shared demo builds from this add-on's widgets, and the layouts its documentation walks through. Every one is editable — rearrange, extend or trim it like any Insight dashboard.
Accounting Analytics
11 widgets placed
Accounting Operations
7 widgets placed
Board totals count placements. Some widgets sit on both boards and some are available in the Widget Library only, so these figures are not meant to sum to the 18-widget total.
What you can report on
The 18 widgets group into these areas. Every one is an ordinary Insight widget: it obeys the dashboard filter bar and the viewer's own Perfex permissions.
- Profit & loss
- Total Income, Total Expenses, Gross Profit, Net Profit and Profit Margin for the selected period.
- Composition
- Income vs Expenses, Income by Account, Expenses by Account and the balance-sheet split.
- Trends
- Income Trend, Expenses Trend and Net Profit Trend over the range.
- Position
- Cash & Bank Balance, Accounts Receivable, Accounts Payable and per-account bank balances — these report where you stand now and ignore the date range.
- Ledger activity
- Recent Transactions, each linking back to the entry in Accounting.
Requirements
Required. Perfex Insight Accounting is a provider that plugs into the Pro dashboard system — it does not run on its own and is sold separately at $69.
Required. Reads Accounting & Bookkeeping, which must be installed and active. The add-on reports on that module's data; it does not replace it or modify Perfex core files.
More of the real product
See it and read it
Live demo
The shared Perfex Insight demo runs the platform with all 13 add-ons installed, so it shows Perfex Insight Accounting alongside the rest of the ecosystem rather than on its own. All data in it is fictional and it is reset on a schedule.
Open the live demoDocumentation
The product's own documentation section covers installation, every widget, the dashboards, permissions, settings and troubleshooting.
Read the documentationAlso in Finance & Procurement
Related products in the same business area. Each is a separate add-on with its own parent module — not an integration with this one.
Perfex Insight Accounting
$49. Requires Perfex Insight Pro and the Accounting & Bookkeeping module.