Reporting-Driven Intelligence: Business Growth Engine

Product Scope

Our FP&A offering transforms financial data into structured insights for planning, control, and decision-making. Reports and dashboards are developed in Power BI or Tableau and tailored to operational reality, investment strategy, and management needs.

Core Deliverables

• Financial performance reporting

• Budgeting and forecasting

• Cash flow analysis and projections

• Scenario and sensitivity analysis

• Variance analysis (plan vs actual)

• Capital allocation and return analysis
  
  FP&A is not just about past numbers, but about predicting and shaping the future. While accounting looks in the rearview mirror, FP&A illuminates the road ahead.

Reporting-Driven Intelligence

1. Data-Driven Decisions: Replaces intuition with evidence, ensuring that every dollar invested has a strategic purpose and measurable return.
   

2. Cash Flow Management: Prevents liquidity crises by anticipating financial gaps before they occur, allowing for uninterrupted operation.
   

3. Variance Analysis (Budget vs. Actual): Identifies exactly where the business is deviating from the plan, allowing for quick and efficient course corrections.
   

4. Planned Scalability: Helps understand the contribution margin of each product or service, revealing what truly generates profit and what should be cut.
   

5. Risk Mitigation: Through scenario analysis ("What-if"), prepares the entrepreneur for different economic contexts, protecting assets.
   

6. Transparency for Investors: Professional and accurate reports dramatically increase the confidence of banks and investors, facilitating fundraising.
   

7. Alignment of Goals: Connects operational objectives to financial results, ensuring that the entire team is rowing in the same direction.

The Map — Financial Planning & Analysis (FP&A)

Reporting-Driven Intelligence Platform

FINANCIAL PLANNING & ANALYSIS (FP&A)
│
├─ Financial Data Foundation
|   |
│   ├─ Accounting and financial statements
│   ├─ Cash flow and bank data
│   ├─ Operational and cost drivers
│   └─ Multi-entity and consolidated data
│
├─ Core FP&A Processes
│   │
│   ├─ Financial Reporting
│   │   ├─ P&L, balance sheet, and cash flow
│   │   ├─ Management and executive reports
│   │   └─ Periodic performance tracking
│   │
│   ├─ Budgeting & Forecasting
│   │   ├─ Annual budgets
│   │   ├─ Rolling forecasts
│   │   └─ Assumption-based planning
│   │
│   ├─ Variance & Performance Analysis
│   │   ├─ Budget vs actual
│   │   ├─ Trend and driver analysis
│   │   └─ Performance KPIs
│   │
│   ├─ Cash Flow & Liquidity Management
│   │   ├─ Short and long-term cash flow projections
│   │   ├─ Liquidity risk analysis
│   │   └─ Working capital monitoring
│   │
│   ├─ Scenario & Sensitivity Analysis
│   │   ├─ Best / base / worst case scenarios
│   │   ├─ Stress testing
│   │   └─ Impact analysis on cash and returns
│   │
│   └─ Capital Allocation & Returns
│       ├─ Investment prioritization
│       ├─ ROI and capital efficiency analysis
│       └─ Funding and leverage scenarios
│
├─ Dashboards & Reporting Outputs
│   ├─ Executive dashboards
│   ├─ Strategic and tactical views
│   └─ Custom management reports
│
└─ Delivery Models
    ├─ Subscription-based FP&A dashboards
    ├─ Monthly reporting and updates
    └─ On-demand analysis and projects

Subscription Plans

🔹 Plan 1 — FP&A Core

For founders, individual investors, and small operations

• Financial performance dashboard

• Monthly cash flow and P&L reports

• Budget vs actual analysis

• Monthly data refresh

Pricing

• Monthly: US$ 350

• Annual: US$ 3,500 (2 months free)

🔹 Plan 2 — FP&A Decision Pro

For companies, asset managers, and growing teams

• Strategic and tactical FP&A dashboards

• Rolling forecasts and scenario modeling

• Cash flow and capital planning

• Monthly updates with analytical support

Pricing

• Monthly: US$ 750

• Annual: US$ 7,500

🔹 Plan 3 — FP&A Institutional

For funds, holding companies, and structured operations

• Fully customized FP&A dashboards

• Multi-entity and consolidated reporting

• Advanced scenario and stress testing

• Executive financial reports on demand

Pricing

• Monthly: US$ 1,500

• Annual: US$ 15,000

On-Demand & Project-Based Work

For specific financial needs:

• Financial modeling and valuation

• Business plans and investment memos

• Custom forecast models

• Dashboard implementation projects

Pricing Model

• Consulting: US$ 120 – 180 / hour

• Fixed-scope projects: starting at US$ 3,500

• Ongoing data updates: US$ 300 – 900 / month