Home / Financial reporting automation
Service · Mid-sized companies · Barcelona and remote
Financial reporting automation, straight from your ERP
We integrate your ERP into a single data model and scheduled reporting, reconciled with the ledger: management P&L, margins, budget and KPIs. We implement it, document it and maintain it, so your team can spend its time on analysis.
Scope of the service
Three phases, always in your systems and on your licences.
1. Automated extraction
Data is loaded from the ERP or accounting system through scheduled processes, with no manual extracts.
- SAP (BW, Analysis for Office, SAP Analytics Cloud) and other ERPs
- Documented business rules and transformations
- Reconciliation controls against ledger balances
2. Reporting layer implementation
Reporting is built in the tool that fits your architecture.
- SAP Analytics Cloud, Power BI or Excel with Power Query
- Data model, management dashboard and monthly report
- Training for key users
3. Ongoing maintenance
A monthly retainer so reporting keeps pace with the business.
- New reports, sources and analysis dimensions
- Monthly review of data integrity and reconciliation
Performance analysis
Optionally, we take on the outsourced controller role: close, variances, profitability, margins and pricing, with a monthly leadership meeting.
Reports we automate
- Management P&L, monthly and year-to-date, down to contribution margin and EBITDA.
- Sales and margin by customer, product, channel and business line, with a price, volume and mix bridge.
- Actual vs budget and rolling forecast, with favourable and adverse variances explained.
- Management dashboard with AI-assisted commentary, reviewed by a controller before distribution.
Experience in a European industrial group
A monthly report built by hand became ERP-integrated reporting on a scheduled refresh. The same approach was applied to budget tracking and to customer and product profitability.
See the sample dashboard of a fictitious €10M distributor · Budget 2027
Questions about reporting automation
Which reports can be automated?
Management P&L, sales and margin by customer, product or channel, actual vs budget, leadership KPIs, cash and, in general, any recurring report that is built by hand today.
Does it work with SAP?
Yes. It is our core environment: SAP BW, Analysis for Office and SAP Analytics Cloud. Other ERPs and accounting packages are integrated through a connector or a structured export.
Which reporting tool do you use?
Whichever fits your systems, licences and team: SAP Analytics Cloud, Power BI or Excel with Power Query. There is no need to buy licences that add no value.
Who maintains the reporting afterwards?
It is fully documented so your team can maintain it. If you prefer, we take on maintenance through a monthly retainer.
How are fees set?
Based on the number of data sources, entities and reports. Each project has a fixed scope and fixed fee agreed upfront, never billed by the hour.
How many hours a month does your team spend building reports?
We review your current process in a 30-minute call and tell you what can be automated and at what scope.