Finance · Industry Solution

Business Intelligence for Finance

In finance, cash control, regulatory compliance and auditability require functions to keep the trail and approval chain of every movement complete. Business intelligence integrated with Microsoft Power BI. View your ERP data on dashboards; monitor finance, sales, production and inventory performance in real time, and base decisions on data with role-specific reports.

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Finance context

Why Business Intelligence works differently in Finance

In Finance, financial processes center on sector-specific concepts such as cash and bank control, compliant accounting, approval flows. In finance, cash control, regulatory compliance and auditability require functions to keep the trail and approval chain of every movement complete.

Qera ERP's Business Intelligence module is set up around how the finance sector works: Tracks cash flow, profitability and variances on dashboards to speed up management decisions.

When cash, bank and note movements are kept in different places, the cash position can't be seen in real time.
When accounting records are disconnected from operations, financial statements come out late and inaccurate.
When regulatory and e-transformation requirements are handled manually, compliance risk and workload grow.

Capabilities

How Qera Business Intelligence works in Finance

The core capabilities of the Business Intelligence module, described for the account, period and approval needs of the finance sector.

Live integration with ERP data

Data from the accounting, finance, CRM, sales, production and warehouse modules is visualized instantly on Power BI dashboards.

Financial data analysis

Monitor cash flow, income-expense, budget vs actual and receivable-payable status with charts and interactive reports.

Sales and production performance

Follow the sales pipeline, best-selling products, production efficiency, machine downtime and stock turnover in charts.

Role-specific dashboards

Design custom dashboards for finance, sales and production managers that show only their own areas; everyone reaches important metrics instantly.

Advanced filtering and querying

Filter, drill into and compare reports across different time ranges; for example, examine by quarter, region or product group.

Real-time data updates

Thanks to live integration between the ERP and Power BI, every piece of data entered into the system is reflected instantly on the dashboards.

Outcomes

What it delivers for your Finance business

What you see in finance operations once it is set up properly.

Data from all modules is shown on the same dashboards, so departments do not keep separate spreadsheets.
Dashboards update in real time, so you decide from current figures.
Each manager sees a dashboard with the metrics for their own area only.
Trend analysis lets you see future needs in advance and plan for them.

Explore further

Full details of the Business Intelligence module, the Finance sector page and other Finance solutions.

Module Business Intelligence module Review all of the module's capabilities and FAQs. Sector Finance sector An overview of all Qera solutions for Finance. For Finance Finance Explore the Finance solution in the Finance sector. For Finance Accounting Explore the Accounting solution in the Finance sector. For Finance Workflow / BPM Explore the Workflow / BPM solution in the Finance sector.

Let's plan Business Intelligence for Finance together

Get in touch for a demo tailored to the specific needs of the Finance sector.

Request a Quote Finance sector