Skill
Balance sheet
Get financial ratios and balance sheet data from QuickBooks Online in one report via Hala Digital Assistant.
Dashboard elements
The dashboard includes the next sections:
- Financial ratios. 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. Table with the standard Balance sheet report with expand options to the lowest level
How to use
As an example, you can use the next utterances to execute this skill:
Balance sheet
Balance sheet for the last month
Balance sheet for the period 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:
