Balance Sheet
The Balance Sheet workbooks give you a clear view of your company's financial position—Assets, Liabilities, and Equity—at a specific date. They are designed to help you review balances quickly and understand what has changed from one period to the next.
Benefits of the balance sheet workbooks
- Understand financial position: Show what the company owns and owes on a specific date, including how much is tied up in cash, receivables, payables, and debt.
- Spot important changes quickly: Highlight period‑over‑period comparisons to identify what moved since last month or last year and focus on the accounts driving the change.
- Support month-end review and reporting: Provide a consistent balance sheet view for close activities, management reporting, and conversations with stakeholders.
Available workbooks
You can find these workbooks in the navigation panel on the left under Workbooks. Expand the Real Time folder, then open the Balance Sheet folder inside it. From there, choose the workbook you want: