Send the reports
Provide your finalized Profit and Loss, balance sheet, budget, forecast, and relevant supporting schedules.
Managed financial reporting
Financial reporting that makes the business easier to understand.
ZYS Insights turns finalized accounting reports into a clear, secure reporting experience for owners, management teams, boards, lenders, and investors.
ZYS & Co. InsightsFINAL REPORT
Executive financial report
YTD June 2026
YTD REVENUE$1.84M$1,842,600 actual
GROSS PROFIT$1.08M$1,076,300 actual
GROSS MARGIN58.4%Gross profit ÷ revenue
EBITDA$318K17.3% margin
Actual performance · Jan to JuneUpdated monthly
Managed monthly updatesBoard-ready presentationSecure client access
One secure portalDashboards, statements, and meeting materials in one place
Built around your businessReporting categories and KPIs tailored to how you operate
Reviewed by finance professionalsFinancial information is reconciled before it is published
How it works
Keep your accounting process. Improve how people use the information.
You provide the finalized monthly reports. We reconcile the important figures, update your private reporting workspace, and shape the results into a clear management story.
We prepare and review
Key figures are reconciled, organized, and converted into decision-ready dashboards and statements.
Share with confidence
Authorized users can review performance, print statements, and download meeting materials.
What’s included
One reporting home for every audience.
Each workspace is shaped around the financial questions your management team, board, bank, or investors need answered.
Executive dashboards
Monthly, quarterly, YTD, budget, and forecast views with clear KPI performance.
Financial statements
Printable Profit and Loss and balance sheet reports designed for use beyond Excel.
Operational KPIs
Measures such as labor, food cost, margins, tickets, utilization, or program spend.
Working-capital visibility
Accounts receivable aging, liquidity, payables, and other financial health indicators.
Board-ready exports
Presentation-ready summaries for lenders, investors, and board meetings.
Multi-entity reporting
Consolidated views with detail by company, location, or program.
Built for growing organizations
For teams that have financial data and need a clearer reporting experience.
ZYS Insights works alongside QuickBooks, Excel, and your existing accounting process. It becomes the reporting layer between finalized financials and the people who need to understand them.
Founder-owned businesses
Small and midsize nonprofits
Multi-location operators
Fractional CFO clients
Boards and finance committees
Accounting-firm partnerships
Request more information
See what a reporting workspace could look like for your business.
Share a little about your reporting needs. We will review your note and respond directly.