The Finviq product

FINVIQ INTELLIGENCE HUB

From financial data to management decisions.

Analyze performance. Understand the drivers. Build the plan. Generate management-ready reporting. Budget Builder is one module inside the Hub — not the whole product.

Try with demo data Sign in to the Hub

Demo company · fictional representative data · no sign-up, no upload, no payment.

Start with your data

Accepted financial inputs

Trial balance

Sales transactions

Budget

Prior-year actuals

Customer data

Product / SKU data

COGS

Operational data (optional)

Finviq validates, maps and structures the data before analysis. Nothing is analysed until the mapping is confirmed by you, and every figure keeps a trail back to the accounts it came from.

Modules

What the Intelligence Hub does

Financial Performance Analyzer

Demo / sample available

Upload financial and commercial data to understand what happened, what changed and what is driving performance.

Trial balance upload
Sales data upload
Budget upload
Actual vs budget
Actual vs prior year
P&L analysis
Revenue analysis
Gross margin analysis
Customer profitability
Product / SKU profitability
Cost analysis
Price / volume / mix where data supports it
Executive dashboard

Interactive demo is live on fictional data. Secure upload of your own trial balance and sales data is in build — see the status table below.

Analyze performance (demo data)See a sample analysis

Budget Builder

Available now

Turn historical performance and management assumptions into a structured monthly financial plan.

Historical actuals
Budget assumptions
Monthly P&L
Base scenario
Upside scenario
Downside scenario
Prior year vs budget
Management budget insights

Live and in use. Secure login, workspace roles, versioning and approval controls.

Build budget Budget Builder overview

Management Insights

Demo / sample available

Turn calculated financial facts into management-ready explanations, questions and possible actions.

Fact
Interpretation
Management question
Possible action

Insight structure is shown on fictional data. Insights on your own data are released with the analyzer; no customer financial data is sent to any AI service today.

View sample insights

Management Pack

Demo / sample available

Turn analysis into an executive-ready management or board pack.

Executive summary
KPI scorecard
P&L
Revenue
Gross margin
Customer analysis
Product analysis
Cost analysis
Risks
Opportunities
Management actions

Sample pack preview is available now. One-click pack generation from your own workspace is planned, not yet released.

View sample management pack

Power BI-ready export

Available now

Export standardised financial datasets for deeper analysis and Power BI reporting.

Actuals
Budget
Accounts
Customers
Products
KPIs
Assumptions

Available for Budget Builder workspaces as tidy Excel fact and dimension tables. Finviq does not generate .pbix files — you connect Power BI to the exported tables.

Open export structure

Rolling forecast

Coming soon

Re-forecast the remaining year from actuals to date, on the same account structure.

Actuals-to-date roll-forward
Forecast vs budget
Scenario re-run

Coming soon. Not built.

Cash & working capital

Coming soon

Translate the plan into a cash view: receivables, payables, inventory and short-term liquidity.

Working-capital drivers
13-week cash view
Cash conversion

Coming soon. Not built.

The journey

One workflow, end to end

STEP 01
Upload data
STEP 02
Validate & map
STEP 03
Analyze performance
STEP 04
Understand the drivers
STEP 05
Generate management insights
STEP 06
Build the budget / plan
STEP 07
Generate management pack
STEP 08
Export / review / decide

From trial balance to management pack

Your ledger, turned into a board conversation

Trial balance + sales data + budget

Your source files, exactly as your ERP exports them

Data validation

Row-level checks before anything is stored — no silent corrections

Account mapping

You confirm each account against the Finviq category structure

P&L & performance analysis

Actual vs budget, actual vs prior year, monthly trend

Customer / product / margin analysis

Where the profit is actually made and lost

Management insights

Fact, interpretation, management question, possible action

Executive dashboard

The single view a CFO takes into the meeting

Management / board deck

Executive summary, KPIs, drivers, risks, actions

Try it now

Upload a trial balance — with fictional data

Walk the exact workflow the Hub runs on real ledgers: upload, mapping, validation and performance analysis. The file is invented and everything happens in your browser.

Demo-only upload · fictional file

Try the trial balance flow

Upload, map, validate and analyze — using an invented trial balance. Nothing you own is uploaded or stored.

1Upload file
2Map accounts
3Validate
4Analyze

northline-trial-balance-FY.csv

17 accounts · Northline Manufacturing (fictional) · Illustrative example · representative data · CSV

Your own data is only ever uploaded inside the secure workspace.

What the Hub does with a trial balance

Reads the account structure and proposes a P&L mapping
Flags accounts that need a human decision instead of guessing
Reconciles debits and credits before any analysis runs
Recomputes revenue, cost of sales, margin and cost ratios
Generates management insight and a board-ready pack

Sample output · fictional data

Management Pack export preview

This is what a Finviq board pack looks like, generated from the manufacturing demo dataset in your browser. Illustrative example · representative data — no account, no upload, no customer information.

Northline Manufacturing (fictional) · generated 2026-10-01

1. CEO / CFO summary

Top drivers, margin and cash callouts, decisions to take next

Headline: Revenue $48.2M (+12.1%) with gross margin at 31.4% — profit is not following growth.
Top drivers: Material inflation -1.6 pts · Product mix -1.5 pts · Discounting -1.1 pts
Margin callout: Direct materials moved to 44.4% of revenue (+3.5 pts); input costs rose 24% against 5% realised price, so about 21% was recovered.
Cash callout: Cash conversion cycle 81 → 99 days (DSO 62, inventory 78, DPO 41); working capital $10.2M → $13.1M. Illustrative working-capital position · representative data.
Decision 1: Reprice or re-scope the lowest-margin volume: All other (124) carries a 6% discount at 51.7% of revenue but only 56.2% of contribution.
Decision 2: Agree a price-recovery mechanism on contracts exposed to material inflation before the next commercial review.
Decision 3: Set a working-capital target for receivables and inventory days, with weekly cash reporting until the cycle returns to prior-year levels.

Management insight: Growth has been bought with discount and mix; the cash cycle has lengthened at the same time.

Individual assets

All of these are included in the ZIP bundle above, together with the PDF.

All figures are invented for demonstration. Real engagements produce the same pack from your own trial balance inside the secure workspace.

Access

What is open, and what needs a secure login

Open to everyone

Fictional data only. Nothing you upload, nothing stored.

Intelligence Hub overview
Interactive demo on fictional data
Sample dashboard
Sample management pack
Data readiness checker
Financial health check

Secure workspace — login required

Row-level isolation per workspace, role-based permissions and a full activity log.

Trial balance upload
Sales data upload
Account mapping
Financial analysis on your data
Budget Builder
Saved company configuration
Generated reports
Exports

See it on fictional data first

Three minutes, no sign-up: trial balance in, margin problem found, management insight written, pack preview generated.

Try with demo data Talk to Finviq