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TCB Infotech | Expert Odoo & ERPNext Implementation Partner

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Financial Reporting & Analytics

Turn Finance Data into Live Answers

Reports build themselves from your ERP data instead of a month-end scramble. Dashboards show cash, receivables and margin in real time, and the team can ask a question and get the number straight away.

50+ ERP and software projects. Zero failed projects since 2021.

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Finance dashboard
Live
32%
Gross margin
28 d
Receivable days
+12%
Revenue vs last month
Illustrative
Live
Reports from real data
Minutes
Not days, per report
Plain
Language questions
Few wk
First reports live
Why It Matters

Reports should not take a week to build

When numbers are pulled and pasted by hand, they arrive late and rarely agree. Live reporting fixes both.

Reports Build Themselves

No more month-end assembly by hand

Reports are built from your live ERP data on a schedule, so they are ready when you need them and everyone works from the same numbers, not five versions in five spreadsheets.

  • Built from live data, not exports.
  • Ready on schedule, not after a scramble.
  • One version of the numbers.
A live financial dashboard
Ask in Plain Language

Get the number without waiting for a report

Someone can ask a question in plain words, such as which customers are overdue or how margin moved this month, and get the answer straight away, instead of raising a request and waiting.

  • Questions asked in plain language.
  • Answers from your own live data.
  • No queue for a report to be pulled.
Asking a finance question in plain language
What You Can Report On

The numbers that run the business, in one place

💵

Cash and liquidity

Cash position, inflows and outflows, and a live view of what is coming.

🧾

Receivables and payables

Who owes what, who you owe, and where money is stuck.

📈

Profit and margin

Margin by product, customer or unit, so thin margins show early.

💰

Revenue and sales

Revenue trends, by region, product or team, against target.

📊

Spend and cost

Where the money goes, with cost trends and outliers flagged.

📋

Statutory reports

The recurring reports you need, built from the same live data.

How It Works

How we set up your reporting

1
Connect data
We connect the ERP and systems where your finance data lives.
2
Define reports
We agree the reports, dashboards and metrics that matter.
3
Set the logic
We define the calculations with your team, so numbers are trusted.
4
Build and test
We build the reports and check them against your own figures.
5
Go live
Reports run on schedule and the team can ask questions live.
Why Live Reporting

What live reporting changes

Faster
Reports, on schedule
One
Version of the numbers
Live
View of cash and margin
Instant
Answers to questions
Earlier
Problems spotted
Less
Manual report building
Why Us

Why teams choose TCB Infotech for reporting

1
We know the data
We build ERP and software, so we know where your numbers really live.
2
Trusted logic
We define the calculations with your team, so the numbers hold up.
3
Live, not stale
Reports run on live data, so decisions use current numbers.
4
Plain-language access
Anyone can ask a question and get the number, not just report writers.
5
Model-agnostic
We fit the right approach to your data, not a single tool.
6
Proven delivery
50+ projects across industries, with zero failed projects since 2021.
FAQ

Financial reporting and analytics questions

What is AI financial reporting and analytics?
It builds your financial reports and dashboards from live ERP data instead of by hand, keeps them current, and lets the team ask business questions in plain language and get the number straight away.
Does it replace our finance team?
No. It removes the manual work of pulling and assembling numbers, so the team spends its time on analysis and decisions instead of building reports.
Where does the data come from?
From your own systems: the ERP, accounting and the other tools where finance data lives. Reports are built on that live data, not a stale export.
Can we ask questions in plain language?
Yes. Someone can ask a question in plain words, such as which customers are overdue or how margin moved this month, and get the answer without waiting for a report to be pulled.
Are the numbers reliable?
The reports are built on your live data and the logic is defined with your team, so the numbers are consistent and traceable back to the source.
How long does it take to set up?
A focused first set of reports and dashboards usually goes live in a few weeks, depending on the systems and the reports you need.

See Your Finances in Real Time

Book a free consultation. We will look at your data and show you the live reports and dashboards you could have running.

Book a Free Consultation →

No commitment. A practical first look at your reporting.