#REPORTING MODULE
With FlexiEPM, you make better decisions because you always see the full picture of your company’s finances and operations.
Instead of searching for data across multiple systems, you have everything in one place — integrated, transparent, and always up to date.
You save hours of manual reporting, eliminate errors, and respond faster to what’s really happening in your business.
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Integration with Microsoft Excel!
#FOR WHOM
FlexiEPM is designed for companies that want to turn data chaos into clear, actionable insights. By integrating all information into a single, coherent process, the system reduces errors, shortens report preparation time, and enables more confident decision-making — supporting both daily operations and strategic growth.
FlexiEPM supports management reporting and automates monthly financial result preparation, margin analysis, and KPI monitoring.
It’s much more than traditional Business Intelligence — it’s a complete performance management platform that supports all processes of controlling and financial reporting.
As part of the company’s digital transformation of controlling, FlexiEPM provides one consistent environment for processing ACTUAL, BUDGET, and FORECAST data.
The result? Total transparency of financial processes and better, data-driven decision-making.
#2
FlexiEPM efficiently solves the problem of integrating data from multiple systems.
It simplifies the creation and automation of management income statements, allowing for a full decomposition of P&L by profit centers.
The system connects data from accounting, sales, warehouse, and CRM systems to create consistent reports showing revenues, margins, and profits across products, distribution channels, customers, and projects.
It allocates costs and matches revenues, providing managers with precise insight into sales profitability.
We design transparent reporting models that allow for adjustments, exceptions, and internal transformations, ensuring that management reports are fully aligned with accounting data.
FlexiEPM also excels in Capital Groups, integrating data from multiple entities — even when they operate on different accounting systems, charts of accounts, or currencies.
The result is a clear, consolidated view of financial results across business segments, markets, and customers.
#3
FlexiEPM significantly reduces the number of Excel files circulating in your organization.
Instead of scattered spreadsheets, complex formulas, and cross-file dependencies, it introduces a centralized data model built on Microsoft SQL Server. Many companies we work with have reached the limit of Excel’s automation capabilities for management reporting.
In our implementations, we replace complex, error-prone VBA models with a scalable, transparent, and easy-to-maintain system that eliminates bottlenecks and enables rapid adaptation to organizational change. But Excel doesn’t disappear — it evolves.
FlexiEPM still lets you use Excel, but in a completely new way.
Reports generated by the system are compact, clean, and easy to analyze — containing only essential data, without complicated links or formulas.
This makes them faster, more reliable, and user-friendly for managers and analysts alike.
#FLEXIEPM features
FlexiEPM gives you a reporting environment tailored precisely to your organization’s needs — so that reports become a real management tool, not just a formality.
Each stage of reporting reflects your company’s goals and operational structure, helping you work faster, smarter, and more effectively.
Instead of wasting time combining spreadsheets manually, you focus on what truly matters — growing your business and staying ahead of the competition.
FlexiEPM enables reporting directly within Microsoft Excel, allowing users to work in a familiar environment. Reports are lightweight, clear, and refreshable on demand, presenting data in an easily readable numerical format.Users can freely edit, format, and customize their reports — building dashboards and summaries that combine data with visualizations in any configuration.
The system provides both ready-to-use report templates and tools for creating your own analyses. An intuitive formula builder lets users connect to the multidimensional data model and define custom calculations.This empowers business users to create reports and perform ad-hoc analyses independently, without relying on IT or data teams.
With a single click, users can drill down from any report value to the detailed source data behind it. This built-in audit trail functionality ensures complete transparency and data verification at every level.As a result, managers no longer need to involve controllers or accountants to explain figures — they can instantly check and validate the data themselves.
Users can refresh data anytime, without waiting for scheduled overnight processing. On-demand integration processes accelerate month-end closing and ensure access to always up-to-date information.This guarantees full control over data timeliness and report accuracy across the organization.
FlexiEPM supports easy data import from Excel and text files, enabling integration of information from multiple sources — even those not directly connected to the system. This flexibility allows users to include local files, standalone reports, or offline data in their analyses, ensuring completeness and consistency in reporting.
The platform provides tools for centralized management of hierarchies, dimensions, and reporting dictionaries. Process owners can easily adjust data structures to reflect organizational changes, business growth, or reporting requirements.This ensures that all reports always mirror the current business model, supporting managers in everyday decision-making.
Users can independently manage mapping tables and transformation rules, allowing quick and easy updates to data structures. This flexibility is crucial when chart of accounts, entities, projects, or customers change — ensuring reports stay current and consistent.
FlexiEPM supports both monthly, quarterly, and year-to-date financial reporting cycles. It allows accurate representation of key financial statements — including the Balance Sheet and Profit and Loss Statement. The system also handles currency translation, ensuring consistency for financial consolidation and multi-currency reporting.
FlexiEPM includes an advanced role-based access control system, enabling flexible management of user permissions.
Administrators can define user groups, roles, and data filters that tailor information access to each user’s scope of responsibility.
This ensures that every manager sees only the data relevant to their area, improving security, efficiency, and decision-making accuracy.
#EXAMPLE REPORT TEMPLATES
See how FlexiEPM seamlessly combines the familiar Excel environment with advanced reporting capabilities. Take advantage of flexible features that make it easy to analyze data, track variances, and monitor performance in real time — all within the tool you already know and use every day.
and help you automate and optimize key business processes across your organization.
#BENEFITS
Have you ever wondered how much time and efficiency your company loses due to the lack of proper support for reporting and controlling processes?
Preparing monthly reports in spreadsheets takes hours that could be spent on more valuable work.
Traditional BI systems and Data Warehouses often create only the illusion of automation — reports still require manual effort or constant involvement from IT teams.
Optimize the time and expertise of your controlling team. Spend less time preparing data and more on analysis, insights, and performance improvement.
Gain higher data accuracy and transparency that enable smarter decisions across sales, purchasing, and production efficiency.
Designed for managers and controllers. The MS Excel–integrated interface and simple administration ensure a smooth experience and full independence from IT support.
FlexiEPM is not an off-the-shelf template — it’s a system we tailor to the specific needs of each organization.
Every implementation reflects the client’s internal processes, goals, and decision-making structure. As a result, reports are no longer just a monthly task — they become a daily management tool supporting owners, managers, and controlling teams.
Instead of wasting time collecting and merging data from multiple sources, companies gain a single, consistent environment for analysis, planning, and responding to change. This leads directly to greater financial transparency, faster decision-making, and measurable business growth.
#HOW TO USE
We deliver value where standard BI tools fall short.
FlexiEPM automates management reporting and supports CFOs and controlling departments in building advanced solutions for performance analysis and financial monitoring.
We help organizations create a reporting environment tailored to real business needs.
Our system efficiently processes financial data from accounting systems. It automates the reporting of the Income Statement, Balance Sheet, and Cash Flow, based on trial balances, general ledger entries, and account movements.
FlexiEPM fully leverages chart of accounts analytics, taking into account both account numbers and analytical dimensions. This allows you to report results by profit centers, cost centers, or departments.
With FlexiEPM, you gain complete control over financial reporting — fast, accurate, and without the need for manual data processing.
We combine financial, sales, and operational data to build comprehensive management reports.
FlexiEPM integrates information from operational systems and Excel files, ensuring data consistency and a single source of truth.
You can easily report revenues, costs, and margins, and analyze data from multiple perspectives. The system also supports cross-system reconciliations, eliminating inconsistencies and manual errors.
We design dashboards and management cockpits that give decision-makers a clear view of performance and help them make faster, more informed decisions.
FlexiEPM seamlessly connects budgeting with reporting. Budgets, financial plans, and forecasts are created directly within the system and automatically integrated into management reports.
You gain real-time budget monitoring, variance analysis, and automated performance reports.
Managers can instantly review results, explain variances, and add comments — all in one place.
With FlexiEPM, you gain end-to-end control over budgeting, execution, and analysis — all within a single, integrated system.
We design cost allocation processes that go far beyond the capabilities of standard accounting systems or Excel.
With FlexiEPM, you can manage multidimensional controlling models, allocation keys, and distribution rules — all in one place.
Our platform automates complex calculations, ensuring full transparency and auditability at every stage.
Controllers can independently manage allocation rules and keys, quickly responding to organizational or structural changes without relying on IT support.
FlexiEPM empowers you to perform precise profitability, margin, and cost analyses across any dimensions — from business units and products to customers, channels, and projects.
We deliver a solution designed specifically for capital groups — enabling the consolidation of monthly results, budgets, and forecasts across companies and business segments.
FlexiEPM automates currency conversions, reconciliations, and intercompany eliminations, ensuring data consistency and full transparency of group results.
You can choose between ready-to-use consolidation modules or custom-built mechanisms tailored to your organization’s business model and reporting structure.
We build advanced financial and management accounting models that automate revenue recognition for construction contracts and long-term agreements.
Each model is tailored to your organization’s financial processes, ensuring accuracy and alignment with internal policies.
FlexiEPM automates valuations, revenue accruals, and month-end closing activities, reducing manual effort and minimizing errors.
Our solution enhances the precision and granularity of revenue reporting, while significantly shortening financial teams’ workload and closing cycles.
#CASE STUDIES
Sprawdź, z jakimi wyzwaniami mierzyliśmy się dotychczas i jakie rozwiązania wdrożyliśmy u naszych klientów.
Streamline your planning, controlling, reporting, and consolidation processes in a single system.
Eliminate errors and reduce time-consuming tasks through integration and automation.
