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Finance & Banking

Dashboards and analytics that turn ledger, treasury and customer data into a faster close, clearer profitability and numbers your board can rely on.

Overview

We connect ledger, treasury and operational data so the numbers arrive before the decision does

Finance teams spend more time assembling numbers than interpreting them. The ledger, the billing system, bank feeds, the CRM and a dozen well-meant spreadsheets each hold part of the answer, and the month-end pack only comes together after several days of manual reconciliation.

We bring those sources into one governed model with agreed definitions, so the close gets shorter, every variance is explained on the same page it appears, and finance spends its time on the question rather than the assembly.

An analyst reviewing charts and reports on a laptop

Why DataBI

The DataBI Experience

Turn ledger data into a faster close

We transform ledger, billing and treasury data into reporting that lands on day two instead of day ten, with the variance already explained.

Built for audit and control

Versioned metric definitions, row-level security and a traceable line from every figure back to its source, so audit stops being an archaeology exercise.

Power BI & Tableau, built for finance

Proven delivery across management reporting, profitability and risk, secure, governed and trusted enough to take into a board meeting.

What we offer

Our Areas of Expertise

Management Reporting Pack

P&L, balance sheet and cash flow in one refreshing pack, with drill-down to the transaction sitting behind any variance.

Cash Flow & Working Capital

Receivables, payables, ageing and cash conversion tracked daily, so liquidity pressure shows up while you can still act on it.

Profitability & Cost Analysis

Margin by product, customer, branch and channel, once allocations and overheads are properly applied.

Risk & Credit Exposure

Concentration, ageing, limits and arrears in one view, so exposure is visible well before it becomes a provision.

Budget vs Actual & Forecasting

Rolling forecasts against budget with variance explained at the line level, not just at the total.

Month-End Close Automation

Reconciliations, journals and reporting steps automated, so the close runs on a schedule rather than on overtime.

Related Solutions

Automated Reporting

Replace manual exports with pipelines that refresh management, board and regulatory reports on their own.

Advanced Analytics & Forecasting

Predictive models on your own history: revenue, cash and credit risk you can plan around.

Data Warehousing & Integration

One governed home for ledger, billing, treasury and CRM data: clean, query-ready and interoperable.

TESTIMONIALS

What clients say

Jack Kiblinger Director of Information Technology PayStar Logistics, Inc.
Azman understands the operational side of the business, not just the data. The Power BI dashboards he developed have helped us monitor performance more effectively and identify issues much faster.
Robert Kanter Director of Data Engineering & AI Insomnia Cookies
We’ve worked with Azman across a wide range of reporting needs. He has consistently turned complex requirements into practical Power BI solutions that our teams can actually use as the business evolves.
Roberto Atipaldi EMEA Commercial Analytics Director Johnson & Johnson UK
Azman made complex Consumer BI data much easier to explore. The Tableau dashboards were intuitive, well structured, and gave us a clearer way to analyze the information we needed.

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