Service
Analytics and control
Sales, margin, stock, settlements and the deviations that matter — with no report-gathering by hand.
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
A report only appears when someone asks for it
To see margin, sales or stock, someone has to assemble an Excel file.
The data is only current after a manual operation
Until the accountant posts the bank statement or a shop manager collects the numbers, the owner is looking at yesterday's picture.
Problems are noticed too late
A competitor's price moved, a margin went negative, a sync broke — and nobody saw it at the time.
Control of the business without collecting the data by hand
Reports
Sales, margin per client and per product, ABC, stock in the shops and in the warehouse, settlements, purchases. They open on a phone, in a browser, with no separate app.
Data that refreshes itself
A mirror of the accounting system updates on its own. The bank statement is collected every morning: payments are classified, turned into documents and matched to invoices, and anything unrecognised goes for review. The shops land in one report instead of separate spreadsheets.
Watching for deviations
Overdue receivables, negative margin, a failed sync, a database backup that did not run — a message instead of silence.
See how a report like this arrives in Telegram →
External data
Competitors' prices are matched against your price list by article number, and only the changes above a threshold you set reach the report. Other figures that need checking regularly can be collected the same way.
What you get
The numbers you need are already assembled when the question comes up. People spend their time on the analysis and the decision rather than on preparing the report itself.
What it plugs into: accounting systems — 1C / BAS and others, bank APIs (Privat24 for business and others), competitors' websites
FAQ
Questions we hear most often
- Is this something like Power BI?
- It is a different class of task. If you need complex BI analytics with a large team of analysts, Power BI may be the right answer. The task here is a different one: to give the owner a handful of specific reports on top of their accounting data, with no separate preparation process and no access to the accounting system itself.
- 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?
- Access to the data is limited by logins and user roles: each person gets their own set of reports. The owner sees everything; the head of a line of business or of a shop sees only their own.
- Is monitoring competitors' prices legal?
- We work only with prices that are openly available on the website. For each particular source we take its terms of use and its technical limits into account separately.