Marlo - Financials

Modified on Thu, 26 Jun at 7:22 AM

The Financials module in Marlo enables shipping companies to manage their loan portfolio and track critical financial documents in one place. It is designed to give CXOs and finance teams visibility into obligations, repayments, and institutional relationships — helping them maintain compliance and financial stability.


Sub-Modules


1. Loans


Manage both external and Marlo-issued loans associated with vessels or the broader company.


Key Features:

  • View loan details such as lender, interest rate, repayment schedule, maturity date

  • Tag loans to specific vessels for vessel-level financial analysis

  • Upload and track associated loan agreements

  • Monitor repayment status and upcoming dues

  • Maintain a log of internal and external financing sources


Use Case:

A user can check if a vessel has an ongoing loan and how it impacts cash flow, as well as track when the next EMI or payment is due.


Access your company’s key financial reports including Profit & Loss (P&L) and Balance Sheet summaries.


Key Features:

  • Generate P&L statements filtered by voyage, vessel, or time period

  • View consolidated Balance Sheet with assets, liabilities, and equity

  • Download reports in PDF/XLS formats for sharing with stakeholders

  • Enables financial audits and investor discussions with up-to-date data

  • Designed for finance teams and CXOs needing regular reporting


Who Uses It

  • Finance Managers – for cash flow analysis, loan tracking, and audits

  • CXOs & Founders – to understand financial health, share data with investors

  • Operations Managers – to assess how loans affect voyage-level profitability


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