Your Financial Controller.
Without the Cost of an In-House Controller.
Most companies with revenue above €250,000 discover financial problems too late — at month-end close or even at the balance review meeting.
We automatically deliver a complete monthly financial report — margins, variances vs. targets, operational KPIs and risk alerts — directly to your leadership team's inbox.
Everything Leadership Needs to See.
Not an unnecessarily long report — an actionable report that arrives automatically and requires less than 15 minutes to read.
P&L and Margins by Product/Service
Revenue, actual cost, gross and net margin — broken down by business line, client, department or sales channel.
Variances vs. Budget
Automatic comparison with the defined monthly targets. Each significant variance is highlighted with the calculated financial impact and a recommendation note.
Automated Risk Alerts
When margin drops below a threshold or a cost line item rises above expectations, leadership receives an immediate alert via email or Slack — before month-end.
Quarter-End Projection
Automatic projection of the expected result at quarter-end based on the current run rate — so that corrective decisions are made in time.
"The monthly report that used to take 3 days now generates itself. Leadership has the data on day 1."
View full case study →Operational in 3 Weeks
We connect your existing financial data and automate the production of the monthly report.
KPI and Target Definition
We work with leadership to identify the 10–15 most critical KPIs and the monthly/annual targets for each one. We also define the alert rules.
Data Source Integration
We connect the ERP, CRM and financial files to the reporting engine. We validate the historical data from the last 12 months to ensure consistency.
First Report and Adjustments
We deliver the first manual report for validation by leadership, refine the format and activate the automatic monthly delivery.
ROI Calculator
Estimated annual savings
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What Our Clients Say
Real results. Real names. No fine print.
"The financial report that used to take 4 days to compile is now ready in 2 hours. Margin by client, projected cash flow and budget variances — all automated and error-free."
"I manage the accounts for 12 companies. With the automated reports, I can deliver monthly analyses to all clients by the 5th of each month. Before, it was impossible."
"I discovered that two of our services had been running at a loss for months — something that was not visible in the manual reports. We corrected the pricing and overall margin rose by 12%."
"We managed 6 group companies with separate Excel sheets — consolidating took me a week and always had errors. The system now consolidates automatically across currencies and tax IDs. Monthly group close went from 8 days to 36 hours and the auditor cut review time by 40%."
Frequently Asked Questions
Yes. We integrate with PHC, Primavera, SAP, Sage, Odoo and other Portuguese and international ERPs. Financial data is extracted automatically, with no need for manual exports or intermediate files.
Absolutely. Each report is configured with the financial KPIs relevant to your business — margin by product, by client, by region or by team. You can request adjustments at any time during the first 30 days at no additional cost.
The frequency is defined by you: daily, weekly or monthly. Reports are generated and sent automatically by email or made available on the dashboard. The most popular option is the weekly cash-flow report plus the full monthly P&L.
Yes. Data is transmitted with SSL/TLS encryption, stored on EU-based servers in full GDPR compliance, and access is controlled via multi-factor authentication. We sign an NDA before starting any project and never share data with third parties.
Never discover financial problems too late again.
Receive the complete financial report automatically on the 1st of each month — no manual work, no additional Controller.