Finance Analytics
Turn financial reporting into a faster, more trusted decision process
Datazeb helps finance teams connect ERP, accounting, operational, sales, and planning data into reliable Power BI reporting and automated management views.
Common finance reporting problems
- Monthly reporting depends on Excel exports and manual consolidation
- Finance and operational teams use different numbers
- Budget vs actual reporting takes too long to prepare
- Revenue and margin require multiple reconciliations
- Entity or department reporting is inconsistent
- Cash and working-capital views are fragmented
- Management packs are static and difficult to investigate
- Only a small number of people understand the reporting logic
What Datazeb can deliver
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Management Finance Dashboards
Revenue, cost, margin, budget, cash, and key finance KPIs in one management view.
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Budget vs Actual Reporting
Automated variance reporting by period, department, entity, cost centre, project, or other business dimension.
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Revenue & Margin Analytics
Analyse revenue, gross margin, product/service mix, customer, location, channel, or business unit performance.
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Cash & Working Capital
Reporting across receivables, payables, cash position, ageing, and other working-capital indicators where data supports it.
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Multi-Entity Finance Analytics
Consolidated management reporting across companies, branches, business units, or regions.
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Project / Client Profitability
Connect finance, time, project, and operational data to understand commercial performance.
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Finance Data Integration
Connect ERP, accounting, planning, CRM, operational, database, API, and file-based sources.
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Automated Finance Reporting
Reduce recurring exports, workbook updates, reconciliations, refreshes, and management-pack preparation.
Measures
Finance reporting built around the close
Reconciled to the ledger and refreshed without rebuilding spreadsheets.
P&L
By entity, department and period.
Budget vs actual
Variance with drill-down to transactions.
Cash flow
Operating, investing and financing movements.
Working capital
Debtor days, creditor days and inventory days.
Gross margin
By product, customer and channel.
Forecast
Rolling outlook against budget.
Variance
Explained movements with commentary.
Finance reporting architecture
Typical flow
The quality of finance analytics depends on mapping, definitions, period logic, entity structures, account hierarchies, and reconciliation before visualisation.
- 01ERP / Accounting + CRM / Sales + Operations + Budget / Plan
- 02Integration & Reconciliation
- 03Finance Model
- 04Power BI
- 05Management Action
In detail
Explore the detail
Revenue and margin analytics
Finance should validate the commercial definitions before these metrics are used for performance management.
- Revenue by period
- Revenue by customer, product, service, location, or entity
- Gross margin
- Margin percentage
- Price / volume / mix views where appropriate
- Discounts, refunds, or adjustments
- High-revenue / low-margin segments
- Trend and variance analysis
Budget, forecast and variance reporting
Datazeb can support reporting around the planning process, but the client remains the owner of budgeting and forecasting assumptions.
- Budget vs actual
- Forecast vs actual
- Variance by account / department / entity
- Period and year-to-date views
- Material variance identification
- Drill-down into supporting detail
Cash, receivables and payables
- Cash position where source data is available
- Receivables ageing
- Payables ageing
- Overdue balances
- Customer / supplier exposure
- Collections trends
- Working-capital indicators
Multi-entity and management consolidation
For groups with multiple companies or business units, Datazeb can create management analytics across entities while preserving local detail. Formal statutory consolidation and accounting eliminations should remain under the client's finance governance.
- Entity comparison
- Group-level reporting
- Department / cost-centre reporting
- Common finance mappings
- Currency handling where rules are defined
- Role-based access
Project, client and service profitability
This is especially relevant for professional services, agencies, consulting, engineering, and project-based businesses.
- Revenue by client / project
- Direct cost
- Gross margin
- Time or effort cost where available
- Service-line profitability
- Budget vs actual
- Write-offs or adjustments where available
Finance automation
- Scheduled source ingestion
- Automated data transformation
- Recurring management-pack refresh
- Variance alerts
- Failed-load notifications
- Automated report distribution
- Workflow reminders for recurring finance tasks
Finance KPI governance
This turns finance reporting into an explainable system rather than a collection of disconnected reports.
- Metric definition
- Authoritative source
- Account mapping
- Entity / department ownership
- Refresh timing
- Adjustment rules
- Historical restatement policy where relevant
FAQ
Frequently asked questions
Can you replace our Excel-based finance pack?
Yes. Datazeb can review the existing workbook process, data sources, calculations, and manual steps, then build a more automated reporting model.
Can you connect our ERP or accounting system to Power BI?
Often, yes. The method depends on the system's APIs, databases, connectors, or export capabilities.
Can you build budget vs actual reporting?
Yes, where reliable budget and actual data is available and finance has agreed the mapping and reporting logic.
Can you support multiple companies or entities?
Yes. Datazeb can build management reporting across entities while retaining entity-level detail and controlled access.
Can you report margin by customer or product?
Yes, where revenue and cost data can be reliably mapped to the required business dimensions.
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Reduce the reporting effort. Increase confidence in the numbers.
If finance still spends too much time exporting, reconciling, and rebuilding management reports, tell us how the process works today. Datazeb can help create a more reliable reporting layer across revenue, cost, margin, budget, cash, and operational performance.