A structured method. Results fast.
Behind every dashboard, there's corporate finance expertise, a proven methodology and human guidance. Technology lets us move fast — not cut corners.
Three steps to get started.
A simple process, but never simplistic. Every step is designed to create value from day one.
Discovery call
30 minutes, free, no commitment
We analyze your financial situation, current tools and priorities together. This call helps us understand your reality — not to sell you a product, but to see if our approach can genuinely help.
Custom configuration
We structure, technology accelerates
We design your dashboard based on your business, key indicators and existing files. Our corporate finance expertise guides every decision — technology simply lets us deliver fast without sacrificing quality.
Your dashboard is ready
Operational in days, not months
Your portal is deployed with a structured dashboard: revenue, costs, cash, margins, KPIs. Each chart comes with contextual analysis highlighting key trends. You don't need to interpret everything alone — the system guides you.
What happens next, every month.
The Financial Copilot isn't a one-off deliverable. It's a management system that lives with your business.
Automatic sync
Excel, Sage, SQL database, API or any other source — the system pulls your data from your existing tools and updates your dashboard automatically, no effort on your end.
Instant reading
Analyses under each chart are recalculated on your new data. You see at a glance what has changed, what's progressing and what needs attention.
Informed decisions
You walk into meetings with a clear, structured view of your performance. No more compiling files — everything is ready, visual and actionable.
Need to go further?
The Financial Copilot covers the essentials of SME management. For more advanced needs — integrations, modeling, multi-entity — our Custom solution takes over, always with the same expert guidance.
Custom KPIs
Indicators designed specifically for your industry, defined with you and calibrated to your strategic goals.
Technical integrations
Connection to your ERP, accounting software or banking system to feed your dashboard without manual work.
Advanced modeling
Forecasting, scenarios, simulations — projection tools built by a finance expert, not by an algorithm alone.
Dedicated support
A single point of contact who knows your file and evolves your system as your business grows.
Our working principles.
Expertise first
Every dashboard is designed by a corporate finance expert. Technology accelerates the work — it doesn't replace it.
Adapted to your reality
Your dashboard reflects YOUR files, YOUR numbers, YOUR challenges. Not a generic template applied to everyone.
Progressive
We start with the essentials. Then we evolve at your pace, without rebuilding at every step.
Empowering
The goal is for you to master your financial management. Not to depend on us to read your numbers.
Ready to structure your financial management?
30 minutes to analyze your situation and see what we can build together. Free. No commitment.
Book a call