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Leverage the power of data to gain valuable insights and drive informed decision-making for your business

Turn Data Into Business Insight

From reporting automation and management dashboards to profitability analysis and forecasting to help make better decisions. 

Your data is could be the most powerfull asset you already own 

Unlocking the Potential of Your Data

Your business generates valuable data every day but getting the most from it can be difficult when information is spread across systems, reports are time-consuming to produce, or the numbers simply don’t add up.

I help businesses turn that data into clarity, insight and action. From understanding performance and building financial models to resolving complex accounting issues and automating manual processes, I connect the numbers, systems and processes that underpin your business. The result is better information, less manual work and greater confidence in the decisions you make.

Whether you need to understand what happened, see what’s happening now, plan what comes next or fix something that isn’t working, I turn complex financial and operational data into practical solutions.

Data Analytics & Performance Reporting

Get clear visibility of your business performance. From trend analysis and forecasts to tailored management and board reporting, get the insight you need to make better decisions.

Accountancy Resolution Services

We help businesses investigate, reconcile and resolve complex financial issues — from messy ledgers and unexplained variances to audit support, historic account reconstruction and identifying unrecovered money. This could be as a standalone project of as a Fractional CFO / FP&A

Finance & Financial Modelling

Know what’s possible before you make the decision. Model cash flow, margins, budgets and forecasts to understand the numbers and plan ahead.

Process Improvement & Automation

Build smarter financial processes that connect data, operations and reporting. Reduce manual work, improve efficiency and get information where it’s needed, when it’s needed.

Common Problems We Solve

The numbers don’t add up
Unexplained variances, historic discrepancies, messy ledgers or balances that don’t reconcile? We investigate the detail, trace the differences and establish what’s really happening.

You want professional dashboards without expensive software or a data analytics team
Get clear, interactive dashboards built around your business without the cost and complexity of enterprise BI solutions or hiring a full-time analytics team.

You have lots of data but no clear picture of performance
Turn raw data into meaningful KPIs, trends and insights that show what is really driving your business.

Reporting takes too long
If your team is spending hours downloading, manipulating and joining spreadsheets every month, we can streamline and automate the process.

You can’t see what’s driving profitability
Understand margins by customer, product, service or location and identify where performance is improving or eroding.

You’re making decisions without the numbers you need
Build tailored cash-flow forecasts, budgets, business plans and financial models to understand the financial impact of different scenarios before making key decisions.

You need better management reporting
Turn fragmented financial and operational data into clear, useful reporting that gives you visibility of performance, trends and key drivers.

You’ve been asked to provide information for an audit
Get structured reconciliations, supporting schedules, transaction analysis and investigation support without taking your finance team away from their day-to-day work.

You suspect money is being lost or left unrecovered
Trace transactions, investigate discrepancies and reconcile accounts to identify missing, misallocated or unrecovered income.

Your systems don’t talk to each other
Connect finance, operational and other business data so information flows more efficiently and reporting becomes less dependent on manual intervention.

Our Collaborative Partners

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Reach out to us to discuss how our data solutions can benefit your business.
annelouise@dotpianalytics.com

 

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