Finance Dashboard
Presentation view of categorized reporting outputs for Yma.
Analysis Explorer
Mode: Calendar month
Key Item Groups
Click a group to expand detailed breakdown.
Budget
Planned vs actual by spending group. Planned month is grey. Actual warning levels: over 65% (yellow), over 80% (amber).
Actuals are assigned by payment window: from the 10th of current month to the 9th of next month (for example, May is 10 May to 9 June).
P&L
Mode: Calendar month
Cash Flow Statement
Mode: Calendar month
Balance Sheet
Mode: Calendar month
Balance Sheet is derived as a management proxy from current transaction feeds.
Payroll
Directory of personnel, lifecycle status, and monthly plan vs actual payment choreography.
Payroll Report
Deel Invoice Analysis
Analysis-only reconciliation journal for Deel invoices vs payroll people. No posting changes are applied at this stage.
No Deel invoice analysis yet.
General Ledger
Protected section. Access is requested when this tab is opened.
Ledger is locked.
Sync Checks
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Admin Ingestion
Automated flow: upload file -> dedupe -> classify -> publish.
CSV is supported directly. For .xlsx, export to CSV if parsing fails.
Ingestion output will appear here.
Categorization Cockpit
Manage merchant rules and apply recategorization without SQL.
Categorization cockpit ready.