Service
Analytics and control
Margin, receivables, the bank and competitors' prices — fresh numbers on your phone, with no report-gathering.
Who it is for
Owners and directors of trading companies where the numbers exist — in the accounting system, in the bank, with the sales managers, on the tills — but seeing them means asking someone and waiting. And owners of shop chains who want to see what sold yesterday in each shop without waiting for the morning report.
What hurts
The director asks for a report and waits a day or two. Margin per client is visible only in an Excel file someone puts together once a month. The bank statement is posted by hand several times a day, and who has already paid is still a question for the accountant. A competitor's price change is heard about from a sales manager, once the client has already said "it is cheaper over there". In a shop chain, "what sold yesterday" is collected by a manager in the morning, stock in the shops and in the warehouse lives in different spreadsheets, and goods are delivered to the place that already has them.
What we do
- A mirror of the accounting system with always-fresh reports on top: clients by year, ABC of products, margin per client and per product, purchases, receivables.
- Sales and stock per shop in one report: what sold yesterday, where it is running out, where it is sitting idle and where to move it.
- The reports open on a phone, in a browser, with no separate app.
- The bank statement is collected every morning, payments are classified, turned into documents and matched to invoices. Anything unrecognised is parked for review.
- Competitors' prices are matched against your price list by article number, and changes above a threshold you set land in a report.
- Alerts about what matters: overdue receivables, negative margin, a failed sync, a database backup that did not run.
What you get
The numbers are already there when they are needed, and you can see them on a phone. You stop being the bottleneck in every "so how much do we have of…".
What it plugs into: accounting systems — 1C / BAS and others, bank APIs (Privat24 for business and others), competitors' websites
Discuss a taskFAQ
Questions we hear most often
- Is this something like Power BI?
- Simpler. These are reports on top of a copy of your accounting system, opened in a browser on a phone. No licences, no separate app and no analyst to assemble them.
- Why a copy of the accounting system — why not report straight from it?
- So that reports do not slow the sales managers down, and so they can be opened from anywhere without exposing the accounting system itself to the outside. The copy refreshes itself.
- We have three shops and a warehouse, and each keeps its own stock spreadsheet.
- Stock for every shop and the warehouse goes into one report from the accounting system, and it updates itself. You can see where an item is running out and where it is sitting idle, so transfers are planned from numbers instead of a phone call from a shop manager.
- Our accountant posts the bank statement and everyone is fine with that.
- The question is not the accountant, it is that between two postings you do not know who has paid. When the statement is posted every morning, receivables are accurate today, and the accountant deals with what the system could not recognise instead of with routine.
- Who else will see these reports?
- Nobody who should not: access is by login, each person gets their own set. The owner sees everything; the head of a line of business or of a shop sees only their own.
- Is monitoring competitors' prices legal?
- Yes — these are open prices on public websites. The system does what a sales manager with a browser does, only regularly and across the whole price list.