Spend less time consolidating numbers, and more time driving strategic decisions.
We structure your General Ledger (GL), ERP, and payroll data into Power BI to deliver reliable monthly insights on EBITDA, margins, rolling cash flow, and budget variances.
M-1 Performance Review: Solid gross margin progression (+4.2 pts) driven by vendor procurement renegotiations. Working Capital (DSO) improved by 12 days through automated receivables escalation. Watchpoint: temporary treasury compression projected in W48 due to provisional corporate tax installments.
Why Financial Controlling Hits a Bottleneck in Growing SMEs
Between statutory accounting deadlines and operational urgency, financial reporting turns into a monthly choke point that exhausts finance teams.
The Gap Between Accounting & Management
Your external CPA provides exact statutory tax accounts, but designed for tax compliance. Running operations requires managerial reporting: margins by customer, project, and business unit.
The Fragility of Legacy Spreadsheets
As business volume expands, historical Excel models bloat. End-of-month manual reconciliations consume critical days and the risk of formula corruption multiplies exponentially.
Starved of Time for Forward Analysis
When compiling figures absorbs all administrative bandwidth, zero capacity remains to investigate Price/Volume/Mix variances and simulate rolling forecasts.
Harness the Power of Excel and Power BI Without Enterprise IT Overhead
No costly IT migrations or software overhauls. We connect directly to your standard General Ledger (GL) exports and operational files using Microsoft's industrial standards.
Automated Data Ingestion
Direct connection to your standard General Ledger (GL), Trial Balance, payroll, billing, and Excel budgets without altering your software landscape.
Star Schema & DAX Engineering
Rapid deployment of a normalized dimensional star schema and standardized DAX measures for financial controlling and EBITDA modeling.
Actionable Restitution
Interactive executive cockpits enabling drill-down from consolidated figures down to individual General Ledger journal entries in a single click.
Why « DataPrinceps » ?
In Latin, "Princeps" denotes what comes first: the foundations. Before applying automation or advanced analytics, reliable financial governance requires pristine transactional data and a sound conceptual model.
Full Transparency: AI for Execution Speed, Human Expertise for Financial Rigor.
In traditional BI projects, 70% of the budget funds repetitive technical plumbing. We leverage proprietary FP&A AI agents to generate ETL data preparation (Power Query / M) and DAX transformations, cutting deployment costs drastically.
What Our AI Automates
Speed & Cost Reduction
- Power Query (M Language) ETL Scripts: Automated transformation logic, structural anomaly detection, and format normalization across multiple entity ledgers.
- Standardized DAX Engineering: Instant formulation of YTD variances, rolling forecast aggregations, margin rates, and time intelligence without manual recoding.
- Technical Model Documentation: Automated mapping of entity relationships, table lineage, and business measure dictionary for 100% maintainability.
What the Human FP&A Expert Guarantees
Accuracy & Governance
- Business Framing: Precise understanding of operational drivers, revenue streams, margin components, and executive leadership priorities.
- 100% Accounting Validation: Methodical verification of Trial Balance cut-offs, balance sheet reconciliations, and cost-center allocations.
- Variance Analysis (Price/Volume/Mix): Critical evaluation of performance deviations, cash runway burn, and preparation of actionable leadership takeaways.
- Strict Confidentiality: AI agents operate solely on abstract metadata structures; your confidential transactional numbers remain isolated inside your corporate Microsoft tenant.
Ready-to-Use Financial Models & FP&A Toolkits
Experience the rigor of our approach with these complimentary, practitioner-built templates designed for mid-market businesses.
12-Month Rolling Cash Flow Forecast
Dynamic projection framework for operating inflows, direct outflows, and working capital with automated variance tracking and safety thresholds.
Quick General Ledger & P&L Reader
Plug-and-play Power BI template to ingest raw Trial Balance and General Ledger extracts and instantly rebuild monthly analytical P&L views.
Month-End Closing & Control Checklist
A 15-point FP&A methodology to verify balance sheet cut-offs, clear suspense accounts, and ensure ledger-to-dashboard numerical integrity.
Our 3 Engagement Formats
Pragmatic consulting and BI engineering tailored for CEOs, CFOs, and Finance Directors who need concrete results without open-ended overhead.
Proof of Concept & Diagnostic on Your Data
Need Validation & Fast ROI
Diagnostic audit of current data exports (General Ledger, Trial Balance, Excel) and creation of a first working interactive prototype on a defined operational perimeter.
- Flash data quality & hygiene audit
- First interactive Power BI cockpit
- Delivery timeline: within 10 business days
Turnkey BI Architecture
Internal Team Autonomy
End-to-end design of automated Power BI and Excel dashboards, robust star schema data modeling, and thorough team handover for 100% internal autonomy.
- Industrialized Power Query ETL pipelines
- Full data model (Revenue, Margins, Cash, EBITDA)
- Knowledge transfer & complete documentation
Periodic Controlling & Performance Analysis
Fractional Financial Controlling
Periodic monthly data refresh, balance sheet cut-off verification, and executive commentary detailing Price/Volume/Mix variances and cost deviations.
- Monthly refresh within 5 business days after close
- Written decision-support management memo
- Periodic performance review with CEO or CFO
Let's Discuss Your Financial Steering Challenges
Book a 30-minute introductory session to review your accounting data flows, reporting choke points, and Power BI feasibility.
FP&A Diagnostic Session (30 min)
Video call via Microsoft Teams / Google Meet
During this preliminary working session, we will cover:
Select a timeslot directly in our calendar:
(Cal.com / Calendly integration compatible with your corporate calendar)
Direct Coordinates
Every business inquiry is reviewed within 24 business hours directly by a qualified financial controller. Zero aggressive sales automation or unsolicited cold follow-ups.