What are Financial Insights?

Financial Insights are actionable observations and analysis of from your financial data to help support better business decisions.

Novo Bookkeeping is designed to give you a clear, real-time picture of your business’s financial health. It automatically categorizes your transactions and visualizes your data, so you can make informed decisions.

Once a transaction is categorized, it shows up in your reports. Uncategorized transactions will also be included, but may make your reports less clear.

To improve reporting accuracy, you can: Create rules to categorize transactions automatically Update categories manually