Integrated cash flow dashboard for banks, ERP and payments

Companies relying on spreadsheets to manage cash flow often face delays, inconsistencies and outdated insights. An integrated dashboard consolidates financial data into a single, reliable view, connecting banks, ERP systems and payment platforms to support faster and more informed decisions.

Benefits for your business

• Unified cash flow visibility with centralized inflows, outflows and balances
• Automated updates reducing reliance on manual consolidation
• Financial predictability based on payables and receivables
• Reduced operational errors caused by manual reporting
• Multi-source integration across banks, ERP and payment platforms
• Faster decision-making with real-time financial indicators

How WAAC delivers

The process starts with mapping financial data sources such as bank accounts, ERP, billing systems and payment gateways. Then, we define the integration architecture using APIs, structured files or connectors.

We define key metrics including balances, cash flow trends, projections and transaction breakdowns. Data modeling ensures consistency and reliability.

The dashboard is developed with clear visualization and automatic updates, followed by validation with your finance team to ensure alignment with operational needs.

Use cases

Businesses with multiple bank accounts needing consolidated financial visibility.

Companies managing high transaction volumes through payment platforms and requiring accurate receivables tracking.

Finance leaders preparing reports for decision-making without manual consolidation.

Frequently asked questions

How to build a cash flow dashboard?

It starts with identifying data sources and structuring key financial metrics such as inflows, outflows and projections.

How to integrate banks and ERP?

Integration can be done via APIs, structured files or connectors depending on your systems.

Can the dashboard forecast future balances?

Yes, based on structured payables and receivables data.

Can data be updated in real time?

Updates can be automated depending on integration frequency.

Can payment platforms be integrated?

Yes, gateways and payment systems can be connected for full visibility.

Does it replace financial management?

No, it enhances visibility and supports better decisions.

If you want to structure an integrated financial dashboard, the next step is requesting a diagnostic to define the best approach for your operation.