Skip to main content
Financial Reporting & Analytics

Turn Finance Data into Live Answers

Reports build themselves from your ERP data instead of a month-end scramble. Dashboards show cash, receivables and margin in real time, and the team can ask a question and get the number straight away.

50+ ERP and software projects. Zero failed projects since 2021.

Finance dashboard
Live
32%
Gross margin
28 d
Receivable days
+12%
Revenue vs last month
Illustrative
Live
Reports from real data
Minutes
Not days, per report
Plain
Language questions
Few wk
First reports live
Why It Matters

Reports should not take a week to build

When numbers are pulled and pasted by hand, they arrive late and rarely agree. Live reporting fixes both.

Reports Build Themselves

No more month-end assembly by hand

Reports are built from your live ERP data on a schedule, so they are ready when you need them and everyone works from the same numbers, not five versions in five spreadsheets.

  • Built from live data, not exports.
  • Ready on schedule, not after a scramble.
  • One version of the numbers.
A live financial dashboard
Ask in Plain Language

Get the number without waiting for a report

Someone can ask a question in plain words, such as which customers are overdue or how margin moved this month, and get the answer straight away, instead of raising a request and waiting.

  • Questions asked in plain language.
  • Answers from your own live data.
  • No queue for a report to be pulled.
Asking a finance question in plain language
What You Can Report On

The numbers that run the business, in one place

๐Ÿ’ต

Cash and liquidity

Cash position, inflows and outflows, and a live view of what is coming.

๐Ÿงพ

Receivables and payables

Who owes what, who you owe, and where money is stuck.

๐Ÿ“ˆ

Profit and margin

Margin by product, customer or unit, so thin margins show early.

๐Ÿ’ฐ

Revenue and sales

Revenue trends, by region, product or team, against target.

๐Ÿ“Š

Spend and cost

Where the money goes, with cost trends and outliers flagged.

๐Ÿ“‹

Statutory reports

The recurring reports you need, built from the same live data.

How It Works

How we set up your reporting

1
Connect data
We connect the ERP and systems where your finance data lives.
2
Define reports
We agree the reports, dashboards and metrics that matter.
3
Set the logic
We define the calculations with your team, so numbers are trusted.
4
Build and test
We build the reports and check them against your own figures.
5
Go live
Reports run on schedule and the team can ask questions live.
Why Live Reporting

What live reporting changes

Faster
Reports, on schedule
One
Version of the numbers
Live
View of cash and margin
Instant
Answers to questions
Earlier
Problems spotted
Less
Manual report building
Why Us

Why teams choose TCB Infotech for reporting

1
We know the data
We build ERP and software, so we know where your numbers really live.
2
Trusted logic
We define the calculations with your team, so the numbers hold up.
3
Live, not stale
Reports run on live data, so decisions use current numbers.
4
Plain-language access
Anyone can ask a question and get the number, not just report writers.
5
Model-agnostic
We fit the right approach to your data, not a single tool.
6
Proven delivery
50+ projects across industries, with zero failed projects since 2021.
FAQ

Financial reporting and analytics questions

What is AI financial reporting and analytics?
It builds your financial reports and dashboards from live ERP data instead of by hand, keeps them current, and lets the team ask business questions in plain language and get the number straight away.
Does it replace our finance team?
No. It removes the manual work of pulling and assembling numbers, so the team spends its time on analysis and decisions instead of building reports.
Where does the data come from?
From your own systems: the ERP, accounting and the other tools where finance data lives. Reports are built on that live data, not a stale export.
Can we ask questions in plain language?
Yes. Someone can ask a question in plain words, such as which customers are overdue or how margin moved this month, and get the answer without waiting for a report to be pulled.
Are the numbers reliable?
The reports are built on your live data and the logic is defined with your team, so the numbers are consistent and traceable back to the source.
How long does it take to set up?
A focused first set of reports and dashboards usually goes live in a few weeks, depending on the systems and the reports you need.

See Your Finances in Real Time

Book a free consultation. We will look at your data and show you the live reports and dashboards you could have running.

Book a Free Consultation โ†’

No commitment. A practical first look at your reporting.

Financial Reporting & Analytics Features

What Is Inside AI Financial Reporting

The output is live reporting you can trust, not another spreadsheet to maintain. Here is what we connect, how we build it, and what you walk away with.

Core Features

From live data to answers on demand

Live Reports and Dashboards

Reports that build themselves from your data

We connect your ERP and finance systems and build the reports and dashboards on that live data, so they are current and ready when you need them, with no manual assembly.

  • Reports built from live ERP data.
  • Dashboards for cash, receivables and margin.
  • Ready on schedule, not after a scramble.
Live financial reports and dashboards
Plain-Language Questions

Ask a question, get the number

The team can ask in plain words and get the answer from live data, so people are not waiting in a queue for someone to pull a report every time they need a figure.

  • Questions asked in plain language.
  • Answers straight from your data.
  • No report request queue.
Asking finance questions in plain language
Trusted, Traceable Numbers

Figures you can stand behind

We define the calculations with your team and build them on your live data, so every number is consistent and can be traced back to the source, not guessed at.

  • Calculation logic agreed with finance.
  • One consistent version of the numbers.
  • Traceable back to the source data.
Trusted and traceable finance numbers
What You Get

Everything the reporting delivers

๐Ÿ’ต

Cash and liquidity

Cash position, inflows and outflows, and what is coming.

๐Ÿงพ

Receivables and payables

Who owes what, who you owe, and where money is stuck.

๐Ÿ“ˆ

Profit and margin

Margin by product, customer or unit, with thin margins flagged.

๐Ÿ’ฐ

Revenue and sales

Revenue trends against target, by region, product or team.

๐Ÿ“Š

Spend and cost

Where the money goes, with trends and outliers flagged.

๐Ÿ“‹

Recurring reports

The reports you need each period, from the same live data.