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Omie dashboard with accounts receivable and payable

The Hubviz Omie: Finance template shows received, paid and net result, overdue titles, the forecast balance and the largest customers and suppliers, so you can follow finance without exporting reports.

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How to connect: Omie

  1. Pick the template

    Open the Omie: Finance template in Hubviz Studio.

  2. Enter the keys

    Fill in the App Key and App Secret of your Omie app.

  3. Follow finance

    Accounts receivable and payable arrive built.

What you can do

  • Receivable and payable titles from the last 12 months
  • Categories and customers or suppliers related to the titles
  • Overdue amounts and forecast balance by due date
  • Pivot table of the titles

Results

Received, paid and net result (received minus paid).

Overdue

Overdue receivables and payables, by due month.

Categories

Receivable and payable amounts by category and by status.

Customers and suppliers

The top 10 customers and the top 10 suppliers.

Frequently asked questions

What access does Hubviz need in Omie?

The App Key and App Secret of an Omie app. The secret is stored encrypted in the connection.

Can I combine Omie with other sources?

Yes. Add other sources to the project, like a database or a budget spreadsheet.

Can I customize the template?

Yes. Edit charts and measures in the editor or ask AI for changes.

See all your company numbers in one place

You get 7 free days to connect your sources and build your first dashboards.