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Management Reporting that empowers

Valuefinex transform your financial and operational data into clear and actionable insights. Reduce by 70% the time it takes to pull together financial statements, executive decks, board presentations, and investor reports.

Finance Department after Power BI Implementation
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Bespoke Models Convince Your Stakeholders Easy to Update

Free up 20% of your finance team’s time

Let us show you where the constraints in your finance processes are holding you back. Spend less time on manual reporting and more time driving growth.

Save costs with automated reporting and dashboards

Our Reporting Automation solution helps finance departments streamline their reporting process, providing you with reliable, timely data – so you don’t have to.

What is Reporting Automation?

Our service is designed for small and mid-sized businesses that need a robust, scalable solution for financial reporting without hiring extra staff. We specialise in enhancing your existing systems and datasets, by adding a powerful tabular layer to obtain analytical insights and dynamic dashboards.
Get monthly reports on time without waiting for data to be pulled, ensuring you have the insights you need when you need them.

No need for complex system changes

We work with your existing systems and datasets to automate reports, consolidating large volumes of data from multiple sources, all within a single Excel tool, saving you the hassle of new system implementations.

Convert your transaction data into reports

Easily transform your accounting data from the general ledger into powerful business intelligence insights.

Segmental Reporting

Easily compare and present financial performance across different business units, regions, or products. Get a clear view of profitability and margins.

Analytical Insights

  • Periodical Comparison
  • Variance Analysis
  • Profitability by Segment
  • KPI Monitoring
  • Trend Analysis
  • Strategic Performance Indicators
The model combines historical data, financial assumptions, and market analysis to create detailed projections. Typically, financial models project financials for 3 to 5 years, providing insights for budgeting and strategic planning. For business valuation cases, especially those involving long-term investments or lifecycle assessments, projections may extend beyond 10 years.

Common Use case

Who is this for

If you’re a CEO or CFO, you know the importance of timely, accurate reporting. Our service provides insightful reports with automated processes that consolidate multiple datasets, ensuring you have the insights needed to make informed decisions faster.

For investors, staying updated on business performance is essential. Our solution delivers insightful, real-time reports by automating the consolidation of key financial data, helping you monitor the business without delays or inaccuracies.

With our Management Reporting Automation, your team spends less time on manual tasks and more time focusing on strategic growth, ensuring every report is ready when you need it.

Our Approach 

We don’t charge excessive day rates. Instead, we tailor our contracts to offer committed, in-house senior financial expertise. Depending on your needs, we can adjust our involvement from a few weeks to several months. Our initial step involves a half-day visit to your offices to sit with your team and deeply understand your operations. Each model we develop is uniquely crafted to reflect the specificities of your business—rejecting the ‘One Model Fits All’ approach.
Customer-focused finance team, including fractional CFOs, providing tailored support for business growth.

Give your finance team the right tools and knowledge.
Let us help them be the best for you.

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