Custom Business Intelligence tool for financial management

Tired of financial chaos? If current tools are failing and financial management still feels like fighting windmills - it's time for change. See how we built a tailored solution that gave our client full control over finances and real support in business decision-making.

About the client

Our client, running a medium-sized enterprise providing project services, needed an affordable and dynamic alternative to other available BI tools. Although the company was already using Kimai for time tracking, it lacked a solution that would offer real-time financial insights and configurable data analysis. Our client faced three main challenges: available solutions were too expensive, managing finances in Excel was time-consuming and error-prone, and they needed real-time insight into project profitability and cash flow management.

Our solution

We implemented a customized Business Intelligence (BI) solution that offers our client real-time financial transparency. The tool enables generating clear and fully customized data visualizations, ensuring that financial information is easy to interpret and act upon. Through integration with the company's internal time reporting system, we created a seamless and intuitive financial management platform.

Features

Time-based financial segmentation

Monitor project revenue and expenses by selected time periods

Fully configurable financial data

Ability to customize financial metrics for reporting needs

Indirect cost analysis

Track non-project expenses (sales, marketing, etc.)

Interactive financial dashboards

User-friendly charts and dynamic tables for clear financial overviews

What the client achieved

Full control over financial data, eliminating the need for rigid, expensive tools

Improved financial planning and cash flow management

Automated project cost tracking with time reporting integration

Better project profitability analysis, enabling more accurate decision-making

Time savings and reduction of human errors

No need to purchase expensive subscriptions

Planned development

We are currently enhancing this solution by integrating it with task and project management systems and document management solutions.

Could this solution be right for you?

If daily operations management takes too much time, and current tools can't keep up with your growth pace - it's time for change.

See how we can help you with proven solutions:

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Clear BI dashboards - always know what's happening in your company

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Process automation - less manual work, more time for growth

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System integration - connect finances, tasks, and time tracking in one place

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Custom software - solutions that grow with your business

Interested in a similar solution?

Let's talk about how we can support your goals and improve your business results.

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