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One set of KPI definitions, cost categories, allocations and hierarchies behind every P&L and SG&A view the group produces, from the certified model through to Excel. Every line drills down to the invoice behind it.
The platform's P&L views, on the same governed ledger as the close and the balance sheet.
Every line drills from the group total to the entity, the account, the journal entry and the invoice behind it. The number in the dashboard, in the signed report and in Excel is one number.
Growth and profitability by entity, and how many group entities serve each client.
Margin by department and office, with the loss-makers in plain view.
Where the return on capital comes from, entity by entity.
Best and worst jobs, billing realisation and client concentration, for project-based firms.
SG&A across every entity, including those reporting on files, with cost categories, allocations and currency translation done in the platform. Compared with the annual plan and each forecast round, with budget owners following their own budget down to open purchase orders. Product and customer margin.
Works on any ERP, planning system and data platform, from SAP, Oracle, Dynamics 365 and NetSuite to OneStream, Hyperion and Anaplan, on-premise or on Databricks, Snowflake, BigQuery or Microsoft Fabric, with Power BI and Excel on top. See the full list
Finance questions answered in plain language over the certified layer, each answer traced back to the posting.
Value: recurring cost reduction
Realised price or rate against the price list or rate card, and discount leakage, per business unit and per client.
Value: revenue
One client identity across the group, so cross-sell signals reach the teams that can act on them.
Value: revenue
Revenue attrition and client-health signals per client, early enough to start a retention conversation.
Value: revenue
Top-10 and top-20 client share of group revenue, and single-client exposure against agreed limits.
Value: risk avoided
Delivered work and change orders matched against billing, with unbilled scope flagged, for project-based firms.
Value: revenue
Yes. Every line drills from the group total to the entity, the account, the journal entry and the invoice behind it.
No. Excel reads from the same certified model as the dashboards, so the number a budget owner sees in Excel is the number in every other report.
Once, in the platform, with the same rules for every entity. Budget owners see the allocated cost and where it came from.
We walk through where that number comes from today, and what it takes to trace every line back to the invoice.
