AT A GLANCE

CHALLENGES

Client could see summarized P&L data but lacked visibility into transactional detail

Investigating expenses required time-consuming requests and follow-ups

Static reports didn’t support real-time decision-making or flexible financial oversight

BENEFITS

Delivered an interactive P&L report with full drill-down functionality

Enabled self-service visibility into every transaction behind each account

Improved transparency and empowered faster decision-making

Laid the groundwork for future access to these insights via the Plumb Bill Pay App

Objectives

The client was seeking greater control and agility in financial management by:

• Drilling into key expenses instantly without waiting for additional reports
• Gaining deeper transparency into the drivers of their P&L performance
• Moving toward on-demand insights that could eventually live in the palm of their hand

Solutions

Plumb created a dynamic reporting experience that meets today’s needs—and anticipates tomorrow’s:

• Interactive Profit & Loss Statement: Delivered a clickable report that allows clients to drill into each expense line and see every underlying transaction.
• Cloud-Based Access: Built for easy, secure access from anywhere, empowering internal stakeholders to explore the numbers directly.
• Strategic Format Enhancements: Customized layout mirrors the client’s reporting expectations while enhancing depth and interactivity.
• Future-Ready Integration: The foundation for embedding this experience within the Plumb Bill Pay App—making financial oversight as simple as tapping your phone.

OUTCOMES

• Radical Transparency: The client can now investigate any financial line item in real time.
• Efficient Oversight: No more waiting for follow-ups or manually reconciling details.
• Smarter Conversations: Meetings focus on analysis and strategy, not explanations.
• Mobile-First Future: As we evolve the Plumb Bill Pay App, this level of visibility will soon be available at your fingertips—anytime, anywhere.