Reporia & Chartedly
Professional Services

Connected financial reporting for a growing business

Finance closed the books using manual spreadsheet consolidation, which delayed reporting and introduced errors.

Finance team reviewing reporting on a laptop

The challenge

Finance closed the books using manual spreadsheet consolidation, which delayed reporting and introduced errors.

The solution

We built connected CFO dashboards covering KPIs, cash flow forecasting and financial statements in one place.

The results

3x
Faster monthly reporting cycle
1
Single source of truth for financial KPIs

Tech stack

Tools used

Power BIExcelSQL Server

How we helped

Related services

Financial Analytics

Financial reporting and forecasting built for the CFO's office.

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