Insperity Reveal®

Stop using spreadsheets to crunch financial data

Insperity Reveal is easy-to-use financial management software that gives you and your leadership team a clearer picture of your company's financial health.

Instantly manage and forecast cash flow

Easily make cash flow projections, so you can make sure your business stays on top of its funds.
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Oversee business finances and KPIs in one place

Track 12 key performance indicators (KPIs) so you can easily spot financial trends and make well-informed decisions for your business.

Easy-to-understand financial dashboard

See how your sales, marketing and labor contribute to your financial performance, gross profit and net income.

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“ Reveal has dramatically improved how I manage cash flow. We changed our invoicing and collections process because of what I've learned. ”

Keith Eneix, Senior Partner | Fannit

Improve how you manage cash flow and monitor performance


Financial KPI dashboard

An easy-to-read snapshot of the 12 KPIs that you should keep a close eye on.

Labor utilization

See the financial impact your full-time employees have on your business.

Profit and loss dashboard

A simple view of trends in your profit and loss – drill down for detail.

Financial alerts

Allow employees to rate their performance, provide explanations as well as set and track goals.

Cash flow forecaster

Customize your forecast with drag-and-drop reporting tool.

QuickBooks® file analyzer

Analyze how your QuickBooks® file is set up.

Financial trend analysis

See trends in your financial performance, not just numbers.

Customer performance

See how your top 10 customers perform for your business.

Accounts receivable aging trends

Stay on top of accounts receivable issues as you move forward.

Learn how to use 12 key performance indicators (KPIs) to manage your financial operations and drive productivity and profits.

Make better financial decisions in less time with Insperity Reveal

Insperity Reveal automatically syncs with your QuickBooks® files and provides a variety of financial intelligence tools, reports and resources. Watch to learn how Reveal can help you make better financial decisions in less time.


Improve how you manage cash flow and monitor performance