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Use case

Get live dashboards and management reports from your ERP, without the analyst queue.

Data Insight builds live dashboards and writes the management report from your ERP, folders and spreadsheets. Source data is never changed.

  • Finance & Accounts
  • All industries
Data Insight: an Odoo accounts receivable list on the left, marked source unchanged, and the live dashboard on the right with total revenue, net profit, receivables outstanding, receivables aging, top customers and revenue, expenses and net over time.
Who it’s for
Finance leaders and managers who need the same trusted numbers every week, from small teams to groups running SAP, Odoo or Dynamics 365.
Runs on
Data Insight, with ERP Pro alongside.
Where it runs
In the cloud (a Saudi cloud provider in KSA, or your own cloud account), or on-premise.

The problem today

The month-end pack is built by hand, the night before.

Someone exports receivables from the ERP, pastes revenue and costs from a workbook, and writes the commentary the night before the meeting. The numbers are already out of date when the management team reads them.

Who it’s for
Finance leaders and managers who need the same trusted numbers every week, from small teams to groups running SAP, Odoo or Dynamics 365.

How it works today

  1. Someone exports receivables from the ERP.
  2. Revenue and costs are pasted in from a workbook.
  3. The commentary is written the night before the meeting.
  4. The numbers are already out of date when the management team reads them.

How it works

  1. Connect your data.

    Connect an ERP (SAP, Odoo or Dynamics 365, or any other ERP through its API) or a folder (Google Drive or OneDrive), or upload Excel and CSV files. Access is read-only.

    ERP · Folder · Excel and CSV

    Your source data is read, never changed.

  2. See live dashboards.

    Data Insight builds the dashboards: total revenue, net profit, receivables aging, top customers, and revenue, expenses and net over time.

    Revenue · Net profit · Receivables aging · Top customers

    Built from your own numbers.

  3. Refresh, and the dashboard follows.

    Refresh the data and the dashboard follows.

    Live data

    The same dashboard, with current numbers.

  4. Generate the management report.

    The summary and commentary are written for you, with the charts and tables.

    Summary · Charts · Tables

    People review it instead of building it.

  5. Download it as a PDF.

    The finished report downloads as a PDF.

    PDF

    Ready for the management meeting.

The product

From your data to the management report, in one product.

The Data Insight dashboard beside its source system: the source on the left and the live dashboard on the right.
The dashboard, live.Total revenue, net profit, receivables outstanding, receivables aging and top customers, built from your data.

Products involved

One platform runs it. One pairs with it.

Runs it

Data Insight

Live dashboards and management reports from your own data.

Data Insight builds the dashboard and the PDF report. To ask a question of your numbers by voice or text, see the use case on asking your numbers. Connecting Data Insight to the other products is integration work under Custom Development & Integration.

Connects to the systems you run

  • SAP
  • Odoo
  • Dynamics 365
  • Google Drive
  • OneDrive
  • Excel
  • Read-only access to your sources
  • Role-based access and an audit trail
  • Cloud or on-premise

What changes

What changes before the management meeting.

The dashboard is live, not a screenshot from last month.

Revenue, net profit, receivables aging and top customers come from your own data, and they follow when you refresh.

Product fact

The management report is drafted automatically.

The summary and commentary are written for you, with the charts and tables, so people review the report instead of building it.

Product fact

From compiling to reviewing.

A finance lead who rebuilds the same pack every month moves from compiling it to reviewing it before the meeting.

Illustrative scenario · not a customer result

Related use cases

Keep going, from the same department.

Browse all use cases

  • Finance & Accounts

    Run quote-to-cash with ZATCA-ready invoices

    From quote to order to delivery to invoice without retyping, with ZATCA-ready invoicing.

    • Data & Finance Voice Agent

    Trading & Distribution

  • Finance & Accounts

    Read supplier invoices instead of retyping them

    Invoices, receipts and delivery notes, including handwritten and Arabic ones, become records your team only checks.

    • Digital Pro

    All industries

Questions

Answers, in plain words.

No. Data Insight reads your ERP, folders and spreadsheets with read-only access. The ERP stays the system of record.

SAP, Odoo and Dynamics 365, and any other ERP through its API; folders in Google Drive and OneDrive; and Excel and CSV uploads.

No. Data Insight builds the live dashboards and writes the management report. The Data & Finance Voice Agent is a separate product that answers questions by voice or text.

In the cloud (a Saudi cloud provider in KSA, or your own cloud account) or on-premise.

One-time cost. No monthly subscription and unlimited users, so adding a reader of the dashboard adds no fee. Data Insight runs without AI switched on.