We make management and analytical reporting easy to understand.
P&L, Cash Flow, Balance Sheet, sales, inventory, and other business metrics — all in unified Power BI analytics dashboards.
- Income and expenses
- Cash Flow
- Balance
- Accounts receivable
- ABC Analysis
- KPIs for Business Owners
How your reporting will look like
Submit a request and we’ll call you
Implement interactive dashboards and enjoy analyzing your business. BI is a must-have for a modern company.
Demo model of management accounting
30+ COMPLETED BI PROJECTS
Real Case Studies for Real Clients
Companies that already make decisions based on consistent and up-to-date data
GRAPHIC DESIGN / ART STUDIO
Cash Flow Dashboard for Art Studio (30 employees in 2 countries)
It was
Cash flow, the payment schedule, and key KPIs were tracked in Excel. Data was collected from several banks and consolidated manually, and the owners had no online access to account balances and payments.
We did
We set up direct integration of Power BI with the bank's client system, consolidated the data into a single model, and built a dashboard tracking cash flow and project profitability.
Result
We’ve reduced the time needed to prepare financial reports by a factor of three. Owners can track balances, receipts, and expenses across all accounts, as well as the payment schedule and accounts receivable, all online, while the team analyzes cash flow and KPIs on a daily basis.
DAIRY PRODUCTION
Unified Sales Analytics for Loostdorf (one of the largest dairy producers in Ukraine)
It was
The company had no single source of truth for plan execution, forecasts and detailed sales analytics. Reports were built in Excel, which required a lot of manual work.
We did
We built a direct integration with BAF and developed a dashboard for the commercial director and sales teams. In-depth sales analytics across 15+ dimensions: customers, SKUs, channels, regions, managers, outlets, plans, actuals, trends and other metrics. Implemented ABC analysis.
Result
The dashboard became a working tool for commercial management. Sales teams use it, including at regular meetings, to analyse sales, track plan execution and make faster decisions based on up-to-date data.
DISTRIBUTION / ROLLED METAL PRODUCTS
Marketing Dashboard for Vartis (42 warehouses, 90 managers, 2,500 SKUs)
It was
The market report was prepared in Excel: data on prices, demand, imports, and sales of metal in Ukraine and around the world were collected manually, so updating the report took a long time.
We did
We built a BI dashboard for the CEO and the marketing team: price trends, metal categories, regions, demand, and a comparison of Ukraine with global trends.
Result
Marketing now has a quick tool for analyzing the market, preparing overviews, and identifying sales opportunities without having to spend a long time manually compiling Excel reports.
INFORMATION TECHNOLOGY / WEB PUSH MARKETING
Product Analytics for Gravitec
It was
Data on websites, subscribers, push campaigns, mailings, and payments was stored in different systems. It was difficult for the team to quickly identify what was driving the service’s growth, retention, and revenue.
We did
We built a BI model to analyze a SaaS product: subscribers, website activity, campaigns, segments, pricing plans, payments, conversions, and key product KPIs—all in a single dashboard.
Result
The team sees which customers are growing, where activity drops and which features drive revenue. Product, marketing and sales decisions are made based on a single picture of the data.
RESTAURANTS / FOOD DELIVERY
Sales Dashboard for Veterano Pizza (7 restaurants in 5 cities)
It was
Sales, delivery, menu and marketing activities were analysed separately. It was hard for the owners to quickly see which locations, channels and menu items actually generate profit.
We did
We consolidated data on orders, delivery, menus, sales channels, and promotions into a single BI dashboard. We added analytics by location, time, dishes, average check, and repeat orders.
Result
The team can see demand broken down by menu, time, and channels, and can more efficiently manage kitchen workload and delivery. Owners make data-driven decisions regarding promotions, product offerings, and network expansion.
RESTAURANT BUSINESS / FINANCIAL REPORTING
Financial Statements for Bulldozer Group
It was
The CFO used to prepare a presentation for the owners manually every quarter: the P&L, balance sheet, and cash flow statement were compiled in Excel, and the graphs and charts were created separately.
We did
We migrated the management reporting suite to Power BI: P&L, balance sheet, cash flow, trend analysis, revenue and expense breakdown, and automated PDF report generation.
Result
Reports for shareholders are prepared three times faster using a standardized format. The CFO focuses not on manually compiling slides, but on analyzing profitability and making decisions for the group.
AGRICULTURE / GRAIN ELEVATOR BUSINESS
P&L Dashboard for Zerno-Balans (Grain trader with its own grain elevator)
It was
The P&L report for the owner was prepared manually by a finance specialist from file-based 1C data. Data was collected, checked and allocated to line items, so the final report was only ready by the 10th of the month.
We did
We set up automatic data export from 1C to the data warehouse and built a P&L dashboard for the owner: revenue, expenses, margins, trends in line items, and key business KPIs.
Result
Automated report generation instead of manual compilation. The business owner can see the structure of revenues and expenses, quickly identify profitability drivers, and make decisions based on a single dashboard.
SERVICES / PRINTING
Management balance sheet methodology for Nova Grafik (50+ employees, 15+ years on the market)
It was
The balance sheet was compiled in Excel: the CFO regularly exported data from the accounting accounts, but it was difficult to build the model for Power BI on their own.
We did
We developed a methodology for management accounting in Power BI: the table structure, rules for posting transactions, the logic for transforming Excel files, and a model for regular updates.
Result
The CFO implemented the concept at the company. The company automatically receives a management balance sheet every month and can see the financial picture of the business.
MANUFACTURING / BUILDING MATERIALS
Sales Dashboard for BrikLand (Ukrainian brick manufacturer)
It was
Lead generation and sales reports were compiled manually: data from KeyCRM, Facebook, Instagram, Google Ads, and inquiries had to be consolidated manually, without a unified view across channels. Insufficient sales visualization in the CRM.
We did
We consolidated CRM, advertising accounts, and sales into a single BI dashboard for the business owner. We added a lead-to-order funnel, managers, channels, campaigns, and over 10 analytical views.
Result
The owner sees which channels bring leads, sales and real revenue. The team finds funnel drops faster, monitors managers and allocates budget to effective sources.
LOGISTICS / DISTRIBUTION AND WAREHOUSING
Management Analytics for a Large Logistics Company (20,000 retail locations, 7 regions, 60+ trucks)
It was
Data on sales, inventory, transportation, retail locations, and financial metrics were collected from various sources. Reports were generated manually and did not provide a quick overview of KPIs.
We did
We set up data consolidation and developed BI reports: plan-vs.-actual analysis, working capital, product groups, P&L, cash flow, balance sheet, and margin analysis by sales documents.
Result
Top management received a single package of management reports in charts and graphs. The team analyses KPIs, capital, margin and operational efficiency faster.
PHARMACEUTICALS / MANUFACTURING
Management Reporting for Pharmaceutical Companies (Top 5 Ukrainian pharmaceutical manufacturers, 250+ drugs)
It was
Data on production, sales, cost of goods sold, and gross profit were collected from 1C databases. Reports were generated manually, and it was very difficult to quickly reconcile the figures across the group of companies.
We did
We set up data consolidation and developed BI reports: multi-scenario plan-vs.-actual analysis, production, cost structure, sales, and more than 15 analytical views.
Result
Top management received a tool for quick reconciliation of intercompany transactions and for production and cost analysis. The team builds KPIs faster and sees what affects business efficiency.
Ours customers
We help companies across various industries turn data into actionable insights and tangible results
Submit a request and we’ll call you
Implement interactive dashboards and enjoy analyzing your business. BI is a must-have for a modern company.
Demo model of management accounting
We will think through the architecture and data consolidation in detail
We train users and launch the project
Business on the phone without implementing expensive ERP
Questions and answers
The project timeline depends on the complexity of the model and the number of dashboards and reports. On average, a complex project takes 2-3 months to complete.
Security in Power BI is based on a number of security measures used in the industry. The level of security of your data is no worse than in the online Client Banks of the world's leading banks.
In addition to raw data, Power query also loads Excel service files with rules for data transformation, reclassification, consolidation, and many other rules to transform raw data into combed and ready for analysis. All the financier has to do is monitor the relevance of such rules.
If a company uses 1C as its operating system, then, as a rule, the connection is made directly to the SQL database that is under 1C. This approach is very convenient, because in this case we do not have intermediate files with uploaded data, which reduces the likelihood of integration errors.
The security system in Power BI is very flexible. We can configure access rights restrictions by organization, project, financial responsibility center, and virtually any analytics used in the system.
Typically, budgeting in companies is implemented either in Excel or 1C. We take data from these sources for our reports. If your company does not have a planning process in place, we can help you develop one. The best option in this case is to develop this module in your 1C accounting database individually for you.
Submit a request and we’ll call you
Implement interactive dashboards and enjoy analyzing your business. BI is a must-have for a modern company.
