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FINANCE REPORTING

Effortless Finance Reporting to Manage Your Business.

Comprehensive, Visual Finance Reporting with Key Metrics to Keep Your Business on Track.

No Credit Card Required
Sontai is trusted by brands, big and small, all over the world.
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5.0/5

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5.0/5

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5.0/5

Key Features

Finance Insights Made Simple

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Clear, Visual Profit & Loss Reporting

Gain a fresh perspective on your financial performance with our easy-to-read, visual P&L report.

 

Designed to simplify complex financial data, this report offers a clear snapshot of revenue, expenses, and profit margins—helping you monitor performance trends and make informed, timely decisions.

 

No more dense grids; just intuitive visuals that reveal the bigger picture at a glance.

Effective Debt Management at Your Fingertips

Keep your finances healthy with our Aged Debt and Aged Credit reports, designed to streamline debt management.

 

These visual reports give you a clear breakdown of outstanding debts and credits, allowing you to track overdue payments and manage cash flow proactively.

 

With intuitive visuals that replace traditional tables, Sontai makes it easy to stay on top of your financial obligations and maintain control over your cash position.

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"Sontai gives us an amazing overview of our business and key KPIs.  So much easier than logging into dozens of different systems!"

Rob Eades

Founder / CEO

How it works

Boost Your Business in 3 Simple Steps

Connecting to Sontai is quick and effortless. In just three simple steps, you can turn your raw finance data into actionable insights.

 

Whether you're setting up for the first time or managing multiple platforms, Sontai makes it easy to get started, so you can focus on what matters most—driving smarter business decisions.

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Connect Your Data

Connect your data in a couple of clicks.  No Code, no fuss.

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Open Your Dashboard

Your data will be pulled onto your prebuilt finance reports and calculated automatically.  Simple.

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Drive Decisions

Analyse your data in your new dashboard.  Use it to make decisions and drive action across your business.

Secure Access

Controlled Access for Everyone in Your Business

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At Sontai, security is a top priority. We’ve built our platform with multiple layers of protection to ensure your data stays safe and accessible only to those who need it.

 

With secure multi-factor authentication (MFA), we provide an extra layer of protection, safeguarding your accounts and data from unauthorised access. Combined with precise control over report access, you can rest assured that sensitive information is restricted to only the right users.

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Granular Access Control

Define who can view each report, ensuring sensitive information is seen only by authorised users.

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No Limits on User Access

Add as many users as needed without worrying about offline content or sharing restrictions.

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Access Anytime, Anywhere

Enjoy the flexibility of cloud-based access, allowing you to view and manage reports from any location.

System Integrations

Effortlessly connect to over 50+ Data Sources.

Easily integrate data from the systems you rely on, including popular tools like Xero, Shopify, Amazon, HubSpot and more. 

50+ Common Data Sources

Automatically Updated

Maintenance Free

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"Sontai has step changed how we view and understand our business performance."

Neil Hubbard

Commercial Director

Frequently Asked Questions

Common Questions, We’ve Got Answers!

1. Do I need any technical knowledge to use the dashboards?

No.  All of our KPI dashboards are readily available for use. They are connected directly to your data sources and update automatically, without requiring any additional action. Also, all metrics and data visualisations are pre-built, so you don't have to worry about a thing.

2. What data sources do the finance reports connect to?

With the Sontai Finance Reports, you can effortlessly connect to various accounting systems like Xero, QuickBooks, Sage, and more. Check out all our integrations by clicking here.

4. Am I able to customise the finance reports to include targets?

Yes.  We can personalise your dashboards to suit your business needs by incorporating specific features such as targets, custom calculations, and financial year periods. Don't hesitate to contact us to us to explore custom solutions that best fit your requirements.

5. How much do the Finance Reports Cost?

When utilising the Sontai Platform, the costs are determined solely by the quantity of data sources linked to the dashboards (e.g. Xero is a single data source). Nevertheless, you can rest assured that you will have unrestricted access to all of the features, full support, and an unlimited number of users.  You can calculate your own price here.

Still got questions?  Contact us to get answers to any questions you have.

Ready to Experience Sontai?

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See Sontai in action and discover how it fits your unique business needs with a tailored demonstration.

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