Template · Finance
Spend, made legible.
Drop an expense export — date, category, merchant, amount — and this template builds the finance view: total spend, where it goes, who approved it, and how it trends.
Drop an expense export — date, category, merchant, amount — and this template builds the finance view: total spend, where it goes, who approved it, and how it trends.
No file to download, no software to install. Ship a CSV with these columns — exactly or approximately — and the dashboard assembles itself into this layout.
date · employee · category · merchant · amount · currency · status
Column roles are detected automatically — money reads as money, dates as dates. One click re-roles anything it guesses wrong.
Reorder or remove panels, add charts with the composer, click any category to cross-filter, then share or export.
Loaded with the sample (or your file), the board assembles into:
Total spend KPI with period comparison
Spend-over-time trend
Category and merchant breakdowns
Approval-status split