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Introducing Explorer: see your financial story, not just the numbers

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Numbers tell you what happened. Explorer shows you why: six new interactive chart views that turn your Accounting data into something you can actually read at a glance, then click straight into.

Your financials, but visual

Every business ends up staring at the same wall of numbers: a P&L, a ledger, an aging schedule. They’re accurate, but they don’t tell a story on their own. Explorer is a new way to see your Accounting data: six chart types built specifically for the questions finance teams actually ask, each one interactive, each one one click away from the ledger entry behind it.

Flow: watch revenue become profit

A Sankey diagram traces exactly how revenue moves through your business and comes out the other side as profit, or how cash flows in and out over a period. Every link is sized by magnitude, so the biggest costs and the biggest wins are visually obvious before you read a single number.

Profit and Loss flow Sankey diagram
Cash flow Sankey diagram showing operating, investing and financing activities

Movement: see exactly what changed

A waterfall view puts this period side by side with the last one, and shows precisely which lines moved the needle, up or down, and by how much. No more manually diffing two P&L exports.

Profit and Loss movement waterfall chart showing period-over-period changes

Composition: size up your P&L at a glance

A zoomable treemap lays out revenue, cost of goods, and expenses as proportionally-sized blocks, so the shape of your business is visible in one screen. Zoom into any block to break it down further.

Profit and Loss composition treemap chart

Trend: scroll through your history

A multi-series line view plots your key P&L lines over time, with a scrollable, zoomable timeline so you can compress a year into one glance or zoom into a single rough quarter.

Profit and Loss trend chart over 14 months

Receivables: know who owes you, and how concentrated the risk is

An aging view and an 80/20 Pareto view, side by side: see your receivables bucketed by how overdue they are, or see exactly how much of your outstanding balance sits with a handful of customers.

Receivables aging chart by customer
Receivables Pareto 80/20 concentration chart

Activity: spot the rhythm of your cash

A calendar heatmap of daily cash in and out, so seasonal patterns, month-end spikes, and quiet stretches are visible at a glance, not buried in a transaction list.

Cash activity calendar heatmap

Built to explore, not just to view

Every chart is a starting point, not an endpoint. Click into any node or bar to drill down a level, with a breadcrumb trail back out. Ctrl/Cmd-click jumps straight to the underlying ledger entry. Save a view once you’ve tuned the depth and filters just right, export any chart as an image, or print a full report page with the KPIs and chart together.

Explorer drill-down with breadcrumb trail
Explorer chart toolbar with mode and filter controls

Available now

Explorer is live today under Accounting > Reports for every Cloudby workspace. No setup required: it reads from the same ledger data your reports already use.