Sanid on every page
Ask “What did you find?” about the open page; it answers from the page’s own figures.
Advanced reportsSANID
Sanid Advanced Reports read your books and tell you what every number means: 59+ reports and analyses for one company or a group in different currencies, read-only from QuickBooks Desktop, QuickBooks Online, Zoho Books or Odoo.
- 59+ reports
- 4 accounting systems
- 140+ finance definitions
- 6 audit tests
- 30-day trial
Works withQuickBooks DesktopQuickBooks OnlineZoho BooksOdooread-only link
Inside Sanid Advanced Reports
The same menu as the app. Pick a section, then a number on the screen.
Command center
For owners and finance managersSales, profit, cash, receivables, stock and alerts on one page; every figure opens its report.
- Financial health score A score out of 100 with one sentence on where the company stands.
- Key figures Revenue, gross profit, net income and assets; each opens its report.
- From revenue to net income Cost of goods and expenses step by step.
- Six-month cash path From the financial forecast.
Sanid finance library
For everyone in the companyAsk in Arabic or English; the app computes the answer from your books, with no AI and no data sent out.
- Ask a question “How much did I sell to a customer this month?”
- Ready questions Top customers, overdue, sales by month, profitable items.
- Answered inside the app Data questions use no AI and no tokens.
- Teach the assistant Add your own terms and questions.
Financial statements & analytics
For the finance manager and the accountantThe statements, ratios and trends, and why a figure changed.
- Pick the figure and the comparison Operating expenses against the previous period, or any line.
- How much it changed Current, comparison, difference and percentage.
- The accounts behind the change With each account’s share of the difference.
Sales & receivables
For the sales managerWho sells what, who has paid, and what is still outstanding.
- Rep, status and period Filter by rep, payment status, period and currency.
- The period in five figures Net sales, invoices, paid, outstanding and top rep.
- A line per rep Sales, returns, net, share and tax.
- Every document and its payment Down to the invoice.
Purchases & payables
For purchasing and accounts payableEvery bill and vendor credit, with tax, by supplier and period.
- Period, tax rate and type And the display currency.
- The period in four figures Rows, before tax, tax and total.
- Every bill by supplier Bills and vendor credits with their tax rate.
- Search, Excel, PDF, print The report exports as you see it.
Inventory
For the warehouse and purchasingWhat moves, what sleeps, and what your stock is worth, by WAC or FIFO.
- Item, role and costing method Slow-after days, WAC or FIFO, and period.
- Stock value, slow and dead Raw materials, finished goods, turnover and days.
- Stock value by age From 0–30 days to over a year.
- Findings and what to do Such as items with a negative quantity.
Manufacturing
For factory ownersThe factory on one screen, then plans, actuals and recipe variances.
- The factory on one screen Sales, margins, EBITDA, cash, stock and the cash cycle.
- How each figure is computed Every figure shows its lines from the statements.
- Seven manufacturing reports From production audit to materials used.
Audit
For auditors and the finance managerSix tests on one page, ranked by the amount affected, each with its reason and next step.
- Choose the period Any period, in the company’s currency.
- The summary in four figures Findings, amount affected, high priority and reviewed.
- Six tests ranked by amount Each opens its own page with the details.
Trial balance
For the accountantBalances at any date, with movements, and consolidated for a group.
- Balances at any date By account type, account and currency.
- Debit, credit, difference A zero difference at a glance.
- Grouped by account type Current assets first, down to each account.
- Three trial balances Balances, with movements, and consolidated.
Data & setup
For accounting firms and groupsMany companies on different systems, users and roles, groups and currencies.
- A company on QuickBooks Desktop Each with its own system, currency and licence.
- Another on Zoho Books Different systems in one account.
- Power BI and Excel A read-only key and an OData feed.
- Users and groups Permissions, group setup and eliminations.
1
Key reports in this section
Screens shown in English. The app works fully in Arabic and English, on desktop and phone.
In every report and every company
What the platform gives you around the reports.
Many companies, four systems
QuickBooks Desktop, QuickBooks Online, Zoho Books and Odoo in one account.
Multiple currencies
A currency per company, and consolidated statements translated under IAS 21.
Security and permissions
A separate database per client, read-only link, roles and an audit log.
Excel, PDF and Power BI
Every report exports as you see it; OData feed for Power BI.
Arabic and English
Interface and reports in both languages, on desktop, iPad and phone.
Security and privacy
Your financial data is yours alone
We don’t ask you to trust the word “secure”. We tell you what we do with your data, what we don’t, and how you can check it yourself.
Read-only
Sanid reads from QuickBooks, Zoho and Odoo and never writes to them. No adding, no editing, no deleting. Your books stay exactly as they are.
Your company, on its own
Your company’s data is kept apart from every other company. Nobody shares it with you.
Encrypted
Every connection is encrypted, and so are your data, the links to your systems and the backups.
You decide who gets in
Permissions for each employee and each group of reports, and sign-in with your company’s Microsoft or Google account.
A security log you can see
Every sign-in and every change to your team and its permissions is recorded, and you can export it. Any access by our support team shows there too.
AI on your terms
Sanid answers most questions inside the platform. External AI is your choice: turn it off, or use your own key with the provider you trust.
Sanid for every role
Seven roles, the same numbers
The auditor looks for risk, the owner for the decision, the factory manager for the reason behind the cost. This is how each of them sees Sanid when it works on top of QuickBooks, Zoho or Odoo, read-only and without touching the books.
Khaled Mahmoud
CFO of a group of four companies
The first week of every month went on gathering numbers from four systems. Now the month starts with analysis.
Actual against budget, the comparison with last year and the variances are ready for each company and for the group. And in the board meeting I answer “what if raw materials rise 10% and sales fall 15%?” in the same meeting.
My team builds its own Power BI dashboards with read-only keys, and single sign-on through Microsoft Entra was IT’s condition. Sanid answers the managers from the same calculated figures, so there are never two versions of the truth.
What he gainedA faster month-end close, live scenarios in the meeting, and one source for the numbers.
Rami Youssef
Partner at an audit firm
The first thing I look for is an entry changed in a closed month. QuickBooks doesn’t show it; Sanid puts it in front of me.
I used to export the general ledger and spend two days building journal-entry tests. In the Audit Center I found them ready, following ISA 240, with Benford and period cut-off, and every line opens its documents so I pick my sample from them.
What he gainedFewer days of preparation, risk-based samples, and a read-only connection nobody questions.
Samer Ibrahim
Owner of two trading and distribution companies
I’m not an accountant. I ask Sanid from my phone: how much did we sell this month compared with last year? It gives me the number and the reason.
The cash forecast tells me when each customer will pay, based on their actual habit, so I knew early that a tight week was ahead and postponed a big purchase. And my two companies, one on QuickBooks and the other on Zoho, I see on one dashboard.
What he gainedDecisions without waiting for the accountant, and cash managed before the crisis.
Lina Abdullah
Head of accounts at a food company
I was afraid of a reporting tool that wouldn’t match QuickBooks. Here the open receivables matched to the last fils.
The manager clicks “Explain this number” on operating expenses, sees the largest accounts and then their entries, and doesn’t call me to ask. In inventory I choose weighted average or FIFO, and I see the surpluses and the shortages each on its own, not a net figure that hides the differences.
What she gainedTrust in the numbers, fewer questions, and classification errors fixed before the close.
Dr. Nabil Abdelrahman
Tax consultant
I know in advance where the tax department might object, before the tax auditor arrives.
I define the tax rates allowed for the company, and Sanid explains every line with a rate outside them. Period cut-off reveals month-end sales that came back after it, the pricing report shows sales below cost and discounts above the limit, and consistent classification finds the expense that was capitalised by mistake.
What he gainedPre-filing review in hours instead of days.
Omar Suleiman
Production manager at a plastics factory
QuickBooks says what the order cost. Sanid says why: the material got dearer, or we used more.
Every order is compared with the standard recipe, and the monthly production audit shows the material whose use per unit went up. And the regrind clearing account whose balance nobody understood now shows with every document, by quantity and value: a real transfer, or an advance never recovered.
What he gainedThe change in cost explained, waste exposed, and buying based on the production plan.
Hala Jamil
Non-executive partner with a 30% stake
I no longer wait for the quarterly meeting to know where the company stands.
I have read-only access and see the financial statements whenever I want. Full consolidation shows the minority interest in our subsidiary and eliminates intercompany transactions, so I see the group’s real profit, not an inflated sum.
What reassures me most is that I know if a month was changed after it was closed, and who signed in and when. And the monthly reports reach me by email without signing in.
What she gainedTransparency independent of management, and oversight of what happens after the close.
Book a demo and see your companies’ results in one session
30-day trial period
Book your live demo
Fill in your details and our consultant will call you to set a time
Your request has been received!
Frequently asked questions
Questions business owners ask us
The questions we are actually asked, and our straight answers.
Does Sanid Advanced Reports work with QuickBooks, Zoho Books and Odoo?
Yes. It works with QuickBooks Desktop, QuickBooks Online, Zoho Books and Odoo, and reads from them only, without writing to them. Companies on different systems can sit in one account.
Can you see my company’s data?
We didn’t stop at a promise. We built Sanid so nobody can look without you knowing:
- There is no way in the app to sign in to your account on your behalf.
- The platform’s admin panel doesn’t show your figures, only the company name and subscription status.
- Support only with your permission: you grant it from your account, for a time you set, and it shows in your security log.
- A written commitment: a confidentiality agreement and a data processing agreement you sign with us.
Can the app change anything in my books?
No. Sanid never sends your accounting system a request to add, edit or delete anything. With QuickBooks Desktop it reads only when you press the refresh button, so it never slows your staff down.
Is my company’s data mixed with other companies’ data?
No. Each company’s accounts, reports and settings are kept fully apart from every other company.
Is my data encrypted?
Yes. Every connection is encrypted, the links to your systems are encrypted, and your company’s data and its backups are encrypted.
Are my figures sent to AI?
Most of Sanid’s answers come from your figures inside the platform, with no outside service. When a question needs external AI:
- Nothing is sent without your approval, and you see what will be sent first.
- Only the page summary and your question are sent, never your whole data.
- You choose: turn it off for your company, use our default provider, or use your own key with OpenAI, Claude, Gemini or another provider.
- We never use your data to train any model.
What happens to my data if I cancel or the trial ends?
Your data does not stay with us forever:
- Trial or subscription ended: we keep it for a set time so you can carry on if you subscribe or renew, remind you a week before deletion, then delete it for good.
- You pressed “Delete account permanently”: everything is deleted after a 7-day grace period, and we confirm it by email.
- Before deletion you can export your reports to Excel and PDF.
Who on my staff can sign in, and how do I know who did?
- As the owner, you set every user and the reports each one sees.
- Sign-in with your company’s Microsoft or Google account.
- An exportable security log of every sign-in and every change.
Has the app been tested against attacks?
Yes. We have run penetration tests and full security reviews, and we review every new development for security before it reaches you.
Do you sign an agreement with us?
Yes. We sign a data processing agreement with you that sets out what we do with your data, who processes it with us, when we tell you about any incident (within 72 hours), and how we delete it.
Can our data stay entirely inside our company?
Yes. We run Sanid on your company’s own server under a private licence. The same reports, analysis and audit, and your data never leaves your network.