GoldFinch Financial Reporting helps organizations transform current accounting data into meaningful financial statements and management reports directly within Salesforce.
Because reports use accounting information maintained in GoldFinch, authorized users can review financial results without exporting data to a separate reporting application. Reports can be generated for different periods, companies, ledgers, currencies, and financial dimensions based on the organization’s configuration.
Key Capabilities
Core Financial Statements
GoldFinch supports commonly used financial statements and accounting reports, including:
- Balance Sheet
- Income Statement
- Cash Flow Statement
- Trial Balance
- General Ledger detail
- Accounts Receivable aging
- Accounts Payable aging
- Budget-to-actual analysis
Available reports depend on the organization’s configuration and licensed GoldFinch capabilities.
Real-Time Financial Information
Financial reports use accounting data maintained in GoldFinch, allowing authorized users to review current results as transactions are posted.
Organizations can run reports during an accounting period without waiting for a separate data transfer or month-end reporting process.
Historical Reporting
Users can prepare reports for prior dates and accounting periods to understand financial position and performance over time.
Historical reporting can help organizations:
- Compare current and prior periods
- Review account balances as of a selected date
- Analyze trends
- Support audits and financial reviews
- Investigate changes in financial results
Configurable Report Structures
Financial statements can be configured to reflect the organization’s chart of accounts and reporting requirements.
Depending on the report, organizations can define:
- Report rows and account groupings
- Report columns
- Period comparisons
- Formulas and calculated totals
- Headings and presentation
- Ledger and company filters
- Financial-dimension filters
Financial Dimensions
Reports can organize and analyze financial activity using configured accounting dimensions, such as:
- Department
- Branch
- Location
- Project
- Fund
- Program
- Business unit
The available dimensions depend on each organization’s accounting structure.
Multi-Company, Multi-Ledger, and Multi-Currency Reporting
Organizations with more complex structures can report by company, General Ledger, or currency.
Available capabilities may include:
- Separate company or ledger reporting
- Consolidated financial statements
- Currency-converted reporting
- Elimination activity
- Intercompany reporting
- Comparative reporting across organizational units
Budgets and Comparative Analysis
GoldFinch supports budget information that can be used alongside actual accounting results.
Organizations can prepare reports comparing:
- Actual results to budget
- Current period to prior period
- Current year to prior year
- Individual departments, funds, projects, or other dimensions
Financial Inquiry and Traceability
Authorized users can investigate financial results by reviewing the accounting activity behind reported balances.
Depending on the report and configuration, users can trace amounts to:
- General Ledger accounts
- General Ledger entries
- Journal entries
- Customer and vendor transactions
- Operational source records
This traceability helps users understand reported amounts and maintain a clear financial audit trail.
Salesforce Reports and Dashboards
In addition to GoldFinch financial statements, organizations can use Salesforce reporting and dashboard capabilities to monitor accounting information and operational indicators.
Dashboards can help authorized users track information such as:
- Revenue and expenses
- Cash balances
- Receivables and payables
- Budget variances
- Financial trends
- Period-end exceptions
- Transactions requiring attention
Security and Financial Control
Access to financial reports and underlying accounting records is governed by the organization’s configured Salesforce security and GoldFinch permissions.
This helps ensure that users see only the companies, records, transactions, and financial information they are authorized to access.
Related Capabilities
Explore other GoldFinch Accounting capabilities:
- General Ledger
- Accounts Receivable
- Accounts Payable
- Bank Reconciliation and Bank Connect
- Multi-Company and Multi-Currency Accounting
- Financial Consolidation
- Financial Closing
Signed-in GoldFinch customers and approved partners can access detailed report configuration, formula syntax, budget procedures, and troubleshooting resources.
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