Rillet Business Intelligence
Reporting, dashboards, analytics, and data visualisation capabilities built into the ERP platform for operational and strategic decision-making.
Rillet provides solid business intelligence functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
The business intelligence scope Rillet ships, grouped as the product itself organises it.
Aura Assistant Core7
Covers the conversational side of Aura: getting started, asking it to analyze financial data, example prompts, uploading source files, and its persistent memory.
- Getting Started with Aura AssistantCovers the basics of opening and using the Aura chat assistant for the first time.
- Use the AI Assistant to Analyze Your Financial DataCovers asking Aura natural-language questions about company financials and getting an analytical answer back.
- Aura AI Prompt ExamplesCovers example prompts users can send to Aura to get useful results.
- Upload Files to AuraCovers giving Aura source documents to reference when answering questions or drafting entries.
- Aura MemoryCovers what Aura retains across sessions to personalize future answers.
- Getting Started with Aura AssistantCovers the basics of opening and using the Aura chat assistant for the first time.
- Use the AI Assistant to Analyze Your Financial DataCovers asking Aura natural-language questions about company financials and getting an analytical answer back.
- Aura AI Prompt ExamplesCovers example prompts users can send to Aura to get useful results.
- Upload Files to AuraCovers giving Aura source documents to reference when answering questions or drafting entries.
- Aura MemoryCovers what Aura retains across sessions to personalize future answers.
- Assistant vs AgentExplains the distinction between Aura answering questions versus Aura taking autonomous action.
Will Rillet meet your aura assistant core needs? Build your requirements and perform a full analysis.
Build my requirements →Cash Reconciliation Reporting3
Covers the report that shows reconciliation status and progress across bank accounts.
- View the Cash Reconciliation ReportCovers reading the report that summarizes reconciliation progress by bank account.
- Understand the Cash Reconciliation ReportCovers interpreting the fields and statuses shown on the reconciliation report.
Will Rillet meet your cash reconciliation reporting needs? Build your requirements and perform a full analysis.
Build my requirements →Subsidiaries5
Covers registering and configuring each legal entity a company operates so it can be reported on individually or together.
- Set Up a New SubsidiaryCovers registering a new legal entity as a subsidiary in Rillet.
- Budget v Actuals for Multi-Entity OrganizationsCovers comparing budget to actuals across more than one subsidiary.
- List Subsidiaries (API)Covers retrieving the list of subsidiaries configured for an organization via the API.
- Get a Subsidiary (API)Covers retrieving a single subsidiary's details by ID via the API.
Will Rillet meet your subsidiaries needs? Build your requirements and perform a full analysis.
Build my requirements →Financial Statements12
Covers the four core financial statements and the underlying report endpoints that produce them.
- Financial Statements OverviewCovers the four statement types Rillet produces and how to access them.
- Customize the Income StatementCovers reordering, grouping, and formatting rows on the income statement.
- Understand the Cashflow StatementCovers how the cash flow statement is derived and what each section means.
- Set up the Executive P&LCovers configuring the summarized, margin-focused executive P&L view.
- ARR Waterfall Report (API)Covers retrieving the ARR waterfall dataset via the reporting API.
- Financial Statements OverviewCovers the four statement types Rillet produces and how to access them.
- Customize the Income StatementCovers reordering, grouping, and formatting rows on the income statement.
- Understand the Cashflow StatementCovers how the cash flow statement is derived and what each section means.
- Set up the Executive P&LCovers configuring the summarized, margin-focused executive P&L view.
- ARR Waterfall Report (API)Covers retrieving the ARR waterfall dataset via the reporting API.
- Trial Balance Report (API)Covers retrieving a trial balance for a subsidiary and period via the API.
- Balance Sheet Report (API)Covers retrieving a balance sheet as of a given date via the API.
- Income Statement Report (API)Covers retrieving an income statement for a date range via the API.
- Cash Flow Statement Report (API)Covers retrieving a cash flow statement for a period via the API.
- Executive P&L Report (API)Covers retrieving the executive P&L, including margin metrics, via the API.
- Journal Entries Reporting Currency (API)Covers retrieving journal entries converted into a common reporting currency via the API.
Will Rillet meet your financial statements needs? Build your requirements and perform a full analysis.
Build my requirements →Aura Agents & Automation6
Covers the action-taking side of Aura: approval-gated actions, autonomous agents, a command center for oversight, an audit trail of what it did, and connecting external apps via MCP.
- Actions and ApprovalsCovers the approval step required before Aura executes an action on a user's behalf.
- Aura Command CenterCovers the dashboard for monitoring Aura's pending and completed actions.
- Audit TrailCovers the log of actions Aura has taken, for review and compliance.
- AgentsCovers configuring autonomous Aura agents that run recurring tasks without a live prompt each time.
- Connect External Apps with Aura MCP ConnectorCovers linking outside applications to Aura over the Model Context Protocol.
Will Rillet meet your aura agents & automation needs? Build your requirements and perform a full analysis.
Build my requirements →Consolidation3
Covers rolling up multiple subsidiaries' ledgers into one combined set of financial statements.
- Introduction to Multi-Entity ConsolidationCovers the concept of rolling multiple subsidiaries' ledgers up into one combined view.
- Consolidated Financial StatementsCovers generating a single set of financial statements spanning multiple subsidiaries.
Will Rillet meet your consolidation needs? Build your requirements and perform a full analysis.
Build my requirements →Close Reports6
Covers the supplementary reports run during period close to validate figures and satisfy audit and tax requirements.
- Close Reports OverviewCovers the set of reports available for validating figures during a period close.
- 1099 ReportCovers generating the data needed for annual 1099 vendor tax filings.
- Sales Tax ReportCovers summarizing sales tax collected for a filing period.
- VAT ReportCovers summarizing VAT collected and owed for a filing period.
- Deletion LogsCovers the record of which transactions were deleted and by whom.
Will Rillet meet your close reports needs? Build your requirements and perform a full analysis.
Build my requirements →Intercompany4
Covers recording transactions and fees that pass between related subsidiaries so they net out correctly on consolidation.
- Create an Intercompany AccountCovers setting up the GL account used to track balances owed between subsidiaries.
- Create an Intercompany EntryCovers recording a transaction between two related subsidiaries.
- Create an Intercompany Management FeeCovers charging a management fee from one subsidiary to another.
Will Rillet meet your intercompany needs? Build your requirements and perform a full analysis.
Build my requirements →Metric Reports16
Covers the individual SaaS metric dashboards Rillet renders, such as MRR/ARR, churn, and retention.
- Metric Reports OverviewCovers the set of SaaS performance dashboards available in Rillet.
- MRR / ARR by Contract TypeCovers breaking down recurring revenue by the type of contract it comes from.
- MRR / ARRCovers the headline monthly and annual recurring revenue dashboard.
- ARR / CARR WaterfallCovers the report showing how ARR moved via new business, expansion, contraction, and churn.
- BookingsCovers the report of new contract value booked over a period.
- Metric Reports OverviewCovers the set of SaaS performance dashboards available in Rillet.
- MRR / ARR by Contract TypeCovers breaking down recurring revenue by the type of contract it comes from.
- MRR / ARRCovers the headline monthly and annual recurring revenue dashboard.
- ARR / CARR WaterfallCovers the report showing how ARR moved via new business, expansion, contraction, and churn.
- BookingsCovers the report of new contract value booked over a period.
- Net Revenue RetentionCovers the report measuring revenue retained and expanded within the existing customer base.
- NDR CohortCovers net dollar retention broken out by customer cohort.
- Logo RetentionCovers the percentage of customers retained, independent of revenue size.
- Customer CountCovers the report tracking total active customers over time.
- Churn RateCovers the report tracking the rate at which customers or revenue are lost.
- LTV to CACCovers the ratio comparing customer lifetime value to acquisition cost.
- New ACV vs. CACCovers comparing new annual contract value booked against acquisition cost.
- Magic NumberCovers the sales efficiency metric relating new revenue to prior-period sales and marketing spend.
- Burn MultipleCovers the ratio of net cash burned to net new recurring revenue added.
- Gross MarginCovers the report tracking gross margin over time.
Will Rillet meet your metric reports needs? Build your requirements and perform a full analysis.
Build my requirements →Flux Analysis8
Covers comparing account balances period over period to explain what moved and by how much, with AI assistance drafting the explanations.
- AI-Powered Flux AnalysisCovers Rillet drafting an explanation for a period-over-period account variance automatically.
- Use Flux Analysis to Review Account VariancesCovers reviewing which accounts moved most between two periods.
- Filter and Focus Your Flux Analysis ResultsCovers narrowing the flux view to specific accounts, subsidiaries, or dimensions.
- Configure Materiality Thresholds for Flux AnalysisCovers setting a dollar or percentage threshold below which a variance is not flagged.
- Generate AI Explanations for Flux Analysis Using Aura AICovers asking Aura to draft the written explanation behind a flagged variance.
- AI-Powered Flux AnalysisCovers Rillet drafting an explanation for a period-over-period account variance automatically.
- Use Flux Analysis to Review Account VariancesCovers reviewing which accounts moved most between two periods.
- Filter and Focus Your Flux Analysis ResultsCovers narrowing the flux view to specific accounts, subsidiaries, or dimensions.
- Configure Materiality Thresholds for Flux AnalysisCovers setting a dollar or percentage threshold below which a variance is not flagged.
- Generate AI Explanations for Flux Analysis Using Aura AICovers asking Aura to draft the written explanation behind a flagged variance.
- Edit and Approve Flux Analysis ExplanationsCovers revising and signing off on a variance explanation before it is finalized.
- Export Flux Analysis ResultsCovers exporting the flux analysis view for use outside Rillet.
Will Rillet meet your flux analysis needs? Build your requirements and perform a full analysis.
Build my requirements →Metrics Definitions11
Covers the calculation methodology behind each SaaS metric Rillet reports.
- Metrics Definitions OverviewCovers where to find the calculation methodology behind each SaaS metric.
- Recurring Revenue (ARR/MRR)Covers how Rillet calculates monthly and annual recurring revenue.
- Gross BurnCovers how gross cash burn is calculated.
- Net BurnCovers how net cash burn is calculated.
- Customer Acquisition Cost (CAC)Covers how customer acquisition cost is calculated.
- Metrics Definitions OverviewCovers where to find the calculation methodology behind each SaaS metric.
- Recurring Revenue (ARR/MRR)Covers how Rillet calculates monthly and annual recurring revenue.
- Gross BurnCovers how gross cash burn is calculated.
- Net BurnCovers how net cash burn is calculated.
- Customer Acquisition Cost (CAC)Covers how customer acquisition cost is calculated.
- ARR OverridesCovers manually overriding a calculated ARR figure.
- Cash RevenuesCovers how cash-basis revenue is defined and calculated.
- Cash RunwayCovers how remaining cash runway is calculated from burn rate and balance.
- How is ARR (Annual Recurring Revenue) CalculatedCovers the detailed methodology behind the ARR figure.
- Understand ARR vs CARRCovers the distinction between ARR and committed/contracted ARR (CARR).
Will Rillet meet your metrics definitions needs? Build your requirements and perform a full analysis.
Build my requirements →Audit and Activity2
Covers the record of who changed what and when across the workspace.
- Audit Logging and Activity HistoryCovers the record of who changed what and when across the workspace.
Will Rillet meet your audit and activity needs? Build your requirements and perform a full analysis.
Build my requirements →The Rillet Evaluation Kit
An independent assessment of Rillet — strengths, gaps and real pricing — plus a requirements template you can score its business intelligence against alongside every other system on your shortlist.
Rillet Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Rillet independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so business intelligence sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
Rillet Evaluation Kit
Rillet add-ons & integrations
Extend Rillet with best-of-breed software that integrates with it:
Business Intelligence — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months | |
| ★★★ strong | Large, complex enterprises needing deep customisation and controlled upgrades | Custom | 6–18 months | |
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Large enterprises moving from on-premise Oracle to cloud | Custom | 9–18 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Service companies and nonprofits needing deep financial management | Custom | 3–6 months | |
 | ★★★ strong | Large enterprises wanting industry-specific cloud ERP | Custom | 9–18 months | |
 | ★★★ strong | People-centric organisations needing unified HR + finance | Custom | 6–12 months |
Evaluating business intelligence on Rillet
What to put in front of the vendor before you commit.
- 1Self-service report building (no IT dependency)
- 2Real-time vs batch reporting
- 3Integration with Power BI, Tableau, or Looker
- 4Embedded AI and predictive analytics
- 5Mobile dashboard access
Rillet starts at a custom quote with a typical total cost of Not publicly disclosed and a 4–10 weeks implementation.
Full Rillet pricing breakdown →Need help evaluating Rillet business intelligence?
Tell us what you need it to do and we'll help you work out whether Rillet is the right fit — and which partners have done it before.
Rillet Business Intelligence FAQ
What is Aura in Rillet?
Aura is Rillet's built-in AI assistant, letting users ask questions, analyze company performance, generate reports, and trigger actions in natural language, with automation agents built on top for repeatable tasks.
Can Rillet's AI assistant take actions, not just answer questions?
Yes — Aura Agents & Automation covers approval-gated actions and autonomous agents, with a command center for oversight, an audit trail of what it did, and the ability to connect external apps via MCP.
Does Rillet's Aura have memory across conversations?
Yes — Aura Assistant Core includes persistent memory alongside the ability to upload source files and analyze financial data conversationally, so context carries between sessions rather than resetting each time.
What reports does Rillet produce for SaaS finance teams?
Reporting covers financial statements, close-period reports, SaaS metrics, and budget-vs-actuals views generated from underlying ledger data, aimed at the metrics SaaS finance teams track beyond standard GAAP statements.
Other Rillet modules
Explore Rillet by industry & company size
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OverviewRillet Review 2026: Pricing, Modules & Fit
Rillet is an AI-native general ledger for SaaS finance teams, quote-only pricing, 4-10 week go-live. See modules, limitations & fit vs NetSuite, Sage Intacct.
OverviewRillet Review 2026: Pricing, Modules & Fit
Rillet is an AI-native general ledger for SaaS finance teams, quote-only pricing, 4-10 week go-live. See modules, limitations & fit vs NetSuite, Sage Intacct.
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