Client / business context
SME finance team with ERP data available
SME finance team with ERP data available
BI dashboard
CashPulse for cash visibility, forecasts, and finance alerts
A cash monitoring dashboard built to give SMEs a clearer view of liquidity, short-term forecasts, and early alerts from ERP data.
Timeline
4 to 6 weeks
Estimated impact
Several hours per reporting cycle
Project basis
BI dashboard
Delivered project based on real finance dashboard and ERP reporting work.
Process challenge
The finance team needed faster visibility into liquidity, cash position, and risk without rebuilding each review manually.
What was delivered
A finance dashboard layer connected to ERP data such as Odoo, tracking cash movement, short-term forecasts, and early warning signals.
Before
- Manual cash reporting with delayed updates
- Weak visibility into short-term liquidity risk
- Manual effort to build each review cycle
After
- One finance dashboard layer
- Early warning signals and forecast support
- Clearer liquidity visibility for management
Operational impact
Manual finance review moved into one clearer view for cash position, expected inflows and outflows, and exceptions that need attention.
Business value
Business impact: finance leaders received better visibility, earlier warnings, and a clearer basis for short-term cash decisions.
Start here
Need something similar?
The first step is to describe the current manual process, the systems involved, and the outcome the business needs.