For finance teams · Preview
Income and spend per counterparty,with currencies kept apart.
Finance teams need numbers everyone can rely on. Peak Analytics evaluates receipts from Peak Finance by counterparty and month: income per client, spend per supplier, day to year. Amounts in different currencies are never added up, and the result goes to your tax advisor as CSV or to management as a link.
Put the goal into words. Add perspectives and timing right below.
Preview. It evaluates receipts, not journal entries; Peak Analytics replaces neither bookkeeping nor tax advice. Examples are fictional.
Receipts, spend only / Counterparty × quarter, sum / Largest supplier with share as „Check: contract“
Where does the money go, and where does it come from?
- Spend
- „Which supplier do we spend the most with each year?“ → Largest supplier with share as „Check: contract“
- Monthly close
- „What did we take in and spend each month?“ → Monthly snapshot as CSV for the tax advisor
- Currencies
- „Which clients pay in euros, which in dollars, and how much?“ → Released snapshot for management
Your question
Which finance number do you still assemble by hand?
Receipts by counterparty and month answer both in one pivot. The largest item shows with its share of the total, without anyone assembling a spreadsheet by hand. The example runs only in this browser window and reads no data from your workspace.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three details. One clear evaluation question.
Draft · not yet put together
- Question
- Still open
- Data basis
- Still open
- Next step
- Still open
Two fictional situations
Which finance number do you still assemble by hand?
Two fictional finance teams show how receipts by counterparty and month take over that work.
Falkner Engineering (fictional)
„Which supplier do we spend the most with each year?“
- The action
- Counterparty × quarter, sum
- The intent
- Largest supplier with share as „Check: contract“
Spend
- Question
- Which supplier do we spend the most with each year?
- In Peak Analytics
- Receipts, spend only
- Why
- The largest spend item is the first candidate for a conversation about terms.
Two fictional situations show the path from question to finding. Below is what the preview can do today.
To the source and limitIs this for you?
One number everyone shares.
Income and spend per counterparty,
with currencies kept apart.
This is where Peak Analytics helps.
- The largest spend item is the first candidate for a conversation about terms.
- A fixed monthly snapshot saves the folder of loose papers at quarter end.
- Separate currencies show real amounts instead of a total at an assumed rate.
No real data
What the preview doesn't do.
- Receipts, not bookkeeping
- No conversion
- No forecasts
Available in the preview
Question, pivot and task exist today.
In the Peak Analytics preview you evaluate orders, receipts, tasks, goals and files as a pivot: rows, columns, measure, day to year. The largest value shows with its share of the total, „Check“ turns it into a task, and you share a released snapshot by link or export it as CSV. Tasks from Peak Work are one of the five Peak Analytics sources, and „Check“ turns a finding into a task of its own there, with a link back to the evaluation.
Look at Peak WorkPeak Analytics / Your next step
One number everyone shares.
Walk through a fictional finance team turning receipts into a monthly snapshot with CSV and link.
Walk through a finance example
One number everyone shares.
„Which clients pay in euros, which in dollars, and how much?“ → Released snapshot for management
Frequently asked questions
Is Peak Analytics finished?
Peak Analytics is available as a preview. What this page describes as available exists in the preview; examples with company names and numbers are fictional.
Does Peak Analytics replace bookkeeping?
No. It evaluates receipts from Peak Finance, not accounts or journal entries. Tax advice and the close stay where they are.
What happens with several currencies?
Amounts in different currencies show separately and are never added up. Conversion is planned.
Can I hand the numbers to my tax advisor?
Yes, as CSV within your plan's export allowance or as a released snapshot by link that you can revoke.
Are there forecasts or budget versus actual?
Not yet. Forecasts and custom metrics are planned.