Skill

Balance sheet comparison

A comparative balance sheet is a statement that shows the financial position of an organization over different periods.

Dashboard elements

The dashboard includes the next sections:

  • Financial ratios. Comparison of financial ratios between the requested period and the same period last year. There are the following financial ratios are presented in the dashboard: current ration, quick ratio, net profit margin, debt-to-equity ratio, return on equity, accounts receivable days, accounts payable days, gross profit margin
  • Balance sheet. Balance sheet comparison table for the requested period and the same period last year

How to use

As an example, you can use the next utterances to execute this skill:

Balance sheet comparison

Balance sheet for the last month in comparison with the previous year

Compare balance sheet from 1st of January till 31th of December 2020

Default values

If you do not provide the period in your initial query, Hala will use the next period by default: This Fiscal Year-to-date

Dashboard options

For each dashboard, Hala has additional options that can be executed by users when they see the dashboard

  • Change the dates - Allows you to change the dates for the information represented on the dashboard.

Integration

This skill is by default available for the next enterprise software:
QuickBooks-Logo_Horz

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