Accounting manager

Keeping track of income and expenses is not such an easy task for accountants and controllers at any size-able company. You’ve got multiple customer agreements, credit cards, personal payments, and more to aggregate and keep the books clean. With Retool, you can build a dashboard that aggregates data from where funds are deposited and withdrawn to get a real-time view of cash flow and manage accounting in one place.

Industry

Financial Services•

End users

Operations•

Components

Text

Table

Note

Components

Build from a handful of drag-and-drop components

Text create labels for deposits and withdrawals.

Table use a table to act as a ledger for deposits and withdrawals.

Note add notes to values in each table (e.g., this expense was for lunch).

Data source

Retool integrates with the Stripe API out of the box. For other sources of income and expenses, Retool will connect to nearly anything with a REST or GraphQL API and also integrates with dozens of data sources.

1. Create resource

2. Read data

3. Connect data with UI

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can build a centralized app to access relevant reports (balance sheet, income statement, open positions, realized gains/losses).

From startups to Fortune 500s, the world's most effective teams use Retool to build custom business software. Our customers

Pedro Franceschi

Co-founder and CTO at Brex

Retool is incredible. It's been a critical for our ops from the start, and is the reason we’re able to scale so quickly. And the on-prem version with access controls & audit logs makes it easy to meet our compliance requirements.

Try Retool today

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