What is Monitr?
Monitr is a financial reporting and forecasting platform designed for SMEs and their finance teams. It connects to your existing accounting software, transforms raw general ledger (GL) data into meaningful financial reports, and gives you a live picture of your company's financial health — actuals today, forecasts tomorrow.
What Monitr does
At its core, Monitr does three things:
- Pulls in your accounting data — via direct integrations with bookkeeping platforms like Exact Online, Twinfield, Moneybird, QuickBooks, Xero, and others.
- Structures that data into reports — using a flexible reporting structure you define once. Every GL account is mapped to a reporting line (P&L, Balance Sheet, or Cash Flow).
- Lets you forecast and budget — layering scenario-based forecasts on top of your actuals, with specialised budget modules for recurring revenue, personnel costs, fixed assets, loans, and more.
Key concepts
| Term | What it means |
|---|---|
| Organisation | Your company group — the top-level container. You may have one or several. |
| Entity | A single legal company or administration within an organisation. Reports, budgets, and imports are all entity-scoped. |
| Reporting Structure | A tree of reporting lines (P&L, Balance Sheet, Cash Flow) that you define. GL accounts are mapped to these lines to produce reports. |
| Integration | A connection to an external accounting, CRM, or payroll platform. Integrations are configured at the organisation level and assigned to entities. |
| Forecast | A grouping of scenarios used for financial planning. |
| Scenario | A version of your forecast — e.g. Base Case, Optimistic, Pessimistic. |
| Budget Module | A specialised tool for forecasting a specific part of your business (personnel, recurring revenue, loans, etc.). |
Who is Monitr for?
Monitr is built for finance professionals — CFOs, financial controllers, and accountants who need clean, comparable financial reports without rebuilding them in spreadsheets each month. It works for single-entity businesses and multi-entity groups that need consolidation.
How to get started
Follow the user journey:
- Create your account and organisation
- Add your first entity
- Connect your accounting software
- Build your reporting structure and map accounts
- Validate your data
- Explore reports and dashboards
- Set up your first forecast
If you're a new user, head to Onboarding for a guided walkthrough from account creation to your first report.