One set of numbers, from ledger to the boardroom.
Our CAs and analysts run your MIS and board packs on our proprietary AI platform, refreshed from closed books, so leaders debate decisions, not whose numbers are right.
- Marketing+18%
- Power & fuel+7%
- Freight−5%
- Employee cost−2%
Marketing spend is 18% over budget in Q2, mostly digital campaigns in OpCo India.
When reports disagree, no one trusts them.
Leadership needs one answer. Today it gets three versions and a week's wait.
Meetings debate the numbers.
Sales, finance and operations each bring their own figures, so decisions wait.
Insight arrives too late.
By the time the board pack is ready, the month has moved on.
Finance becomes a report factory.
Skilled people build packs instead of explaining performance.
Every “why?” needs a spreadsheet.
Follow-up questions from the board take days to answer.
From closed books to board pack. One team.
- 1KPI definitionsDefined once, used everywhere
- 2Financial statementsP&L, balance sheet, cash flow
- 3Variance analysisEvery line, vs budget and last year
- 4Expense analyticsBy cost center and vendor
- 5Business Health ScoreYour KPIs on one page
- 6Board packsYour format, sent on schedule
We start from data you already have
No new system to fill in. More data unlocks deeper views.
- Trial balance
- Chart of accounts
- Day books
- Sales registers
- Budgets
- Bill of materials (BoM)
- Non-financial dataheadcount, volumes, area
- Spreadsheets and uploadsExcel, CSV
How we work with you
- Monthly performance reviewWe walk your leadership through the pack, the variances and open queries.
- Client Success SPOCOne accountable owner for your account.
- Live in stagesValue from week one: files first, connectors next.
- Board-readyPacks refreshed and sent after every close.
What you see, how deep you can go, and who sees what.
Three levels. Start with your books, and add data to unlock more. Each level includes everything in the one before.
| Data | Adds | Refresh | |
|---|---|---|---|
| Standard | Trial balance, day books, chart of accounts | Financial statements, expense analytics, working capital days and ratios | Weekly or monthly |
| Advanced | Adds budgets, sales registers, ageing and masters | Budget vs actual, profit bridge, customer and product profitability, unit economics, direct cash flow, RoIC tree | Daily |
| Customized | Adds BoM, non-financial data and other systems, through automated pipelines | CFO dashboard, what-if scenarios, manufacturing cost, peer benchmarking | As agreed |
Dashboards included
- Sales and profitability are covered on Revenue & Profitability →
- Cash, receivables and payables on Cash Flow & Working Capital →
Start at the group number and click down to the entry behind it. Ask “why” on the number itself.
- Built-in query engineManagement raises a query on any number. The KPI owner explains the variance in place, turnaround is tracked, and open queries are escalated.
- Any periodMonth, quarter, year to date and trailing 12 months, with easy roll-up and roll-down.
- Any comparisonActual, budget, forecast versions and last year, side by side.
- Any currency and entityLocal currency or group reporting currency, entity by entity or for the group.
Example drill path
- 1Group EBITDABoard pack
- 2EntityOpCo India
- 3Business unit or cost centerPlant 2
- 4Ledger group and monthPower and fuel · June
- 5VoucherJV-2214 · source
Drill to voucher level where your books hold that detail.
Everyone sees the same numbers, but only the part they are cleared to see.
- Role-based accessSet by entity, business unit or cost center. A plant head sees their plant; the CFO sees the group.
- Every issued version savedEach board pack is kept as issued, so you can always see what was shared and when.
- Exception summariesSent by email, WhatsApp, Teams or Slack after each refresh.
- Excel and PowerPointAny view, at the level you are looking at, with the filters applied.
- Print-ready reportsPaginated reports and PDF board packs, in your format.
- Embed and shareDashboards can sit inside your own portal or intranet.
Dashboards are only useful if the numbers can be trusted. These checks run before anything is shown.
- Tied to the trial balanceEvery dashboard total is reconciled to the books on every refresh. Differences are flagged, not hidden.
- One set of KPI definitionsEach metric is defined once, with an owner, and used in every report and in AskChamp.
- Data Quality ScoreMissing or duplicate masters, unmapped ledgers and posting gaps, scored monthly with a fix list.
Good to know
- Group views
- Entity drill-down needs source reports that carry entity detail.
- Budget comparisons
- Need the budget mapped to your chart of accounts. We do this mapping during set-up.
Use the BI tool you already have. The numbers and definitions stay the same in each one.
| Power BI | Our main delivery tool |
|---|---|
| Tableau and other BI platforms | Same numbers and definitions |
| Excel | Downloads and live links |
| KoshaOS web app | No BI license needed |
| Your portal | Embedded dashboards |
| Teams, WhatsApp, Slack | Alerts and AskChamp |
- Built on one finance data layerDashboards read from one governed data model, not from separate exports, so switching tools does not change the numbers.
- Yours to keepThe data model, dashboards and definitions stay with you.
The same work, done differently.
What each leader gets
- CEOBusiness health on one page, and answers from AskChamp without waiting for a new report.
- CFOOne governed set of numbers for the board, with a clear audit trail.
- FP&AClean numbers sooner, and dashboards that answer the routine questions.
- Business headsTheir own unit’s numbers, at the level of detail they need.
Live in three steps, on the systems you have.
- 01
Connect
We connect to your ERP and closed numbers. Your systems don't change.
Secure connectorsFile uploadNo ERP changes - 02
Configure
Statements, KPIs, pack format and access rights are set once.
KPI definitionsPack formatAccess rights - 03
Run and review
Packs refresh after every close. Your team adds the commentary.
Power BIExcelPDF
Integrations we support
Secure connectors for the systems you run today. Spreadsheets and file uploads cover everything else, and are checked before they are used.
Ask your numbers. See your score.
What would you like to know about performance?
Answers only from your governed data, linked to source, within each user's access. AskChamp also sends exception nudges and a weekly digest.
Measured every cycle against your starting baseline.
Your reporting, scored every cycle.
The Reporting Scorecard turns “is reporting getting better?” into a number your leadership can track.
- Baseline firstWe record where you stand today during the assessment.
- Same measures every cycleSpeed, quality and effort, scored the same way each month.
- Shared with leadershipThe score goes out with the board pack, with what improved and what to fix next.
- Days from close to board pack
- Differences to the trial balance
- Report versions in circulation
- Manual steps left in the reporting cycle
- Time to answer board and management queries
- Self-service dashboard usage
- Data Quality Score
Our Certifications
Your finance data secured and your AI governed, to international standards.
Outcomes finance leaders can measure.
Indicative outcomes from client engagements, against your own baseline.
less time to produce the board pack
of dashboard totals reconciled to the trial balance
fewer manual steps in the reporting cycle
of routine questions answered through self-service
version of the numbers across sales, finance and operations
not days, to answer board queries
Trusted by finance leaders.
Wow – top team! The Datachamps team have been brilliant and we highly recommend them. Datachamps really got deep in understanding the project and in setting and managing the delivery. The team were equally brilliant, and what impressed us was their willingness to respond no matter what time of the day – there is a time difference, but that did not matter. So thanks for your effort and care on the project, and we will be working together again.
I have had the pleasure of working with Datachamps & team for the past 5–6 years on a variety of projects involving data analytics, Power BI dashboards, data visualisation and financial modelling, across facilities and utilities management for large industrial parks, renewable energy data analysis, management dashboards and investment modelling. What stands out about Datachamps & team is their ability to quickly understand the client’s needs, frame the problem statement with clarity, and deliver accurate, high-quality solutions. Datachamps & team are extremely responsive, professional, and always bring a thoughtful approach to the work. Their solutions have been practical, timely, and of great value to us.
Datachamps and us have been working together for the last 8 years, and they have helped us navigate our MIS and financial modelling requirements effortlessly. They have a keen analytical and entrepreneurial mind, which makes the job much easier for any founder/CXO.
Datachamps have helped us in digitalizing our data & set department KPIs through the MIS system. The business now feels more connected, and every department’s data is visible to the top management.
Datachamps team implemented the project of Budget Compilation on schedule. They were always available & hand over was smooth, post which they were super helpful in providing support leading to customer satisfaction.
The team’s domain knowledge, quick understanding of the business, deep capabilities in BI & contemporary tech tools has transformed our reporting & decision making based on data.
Our decisions viz expansion into new geographies, product pricing, A/R collection strategies and reporting to the HO have been effective thanks to their Management Reporting & Business Analytics solution.
We have frequently used their analytics solutions for strategic decisions including analyzing impact of M&A, annual budgeting and performance appraisal of Human Resources.
Over last 6 years, besides driving process review and checks on data quality, they have added width, depth, efficiency to our MIS reporting and built customized KPIs such as site-level profitability.
Post COVID-19, we had significant changes in our revenue model and their solution appropriately addressed these. Time from our data preparation from multiple sources, has reduced drastically from a week to just a couple of hours!
Month-end reporting 90% faster, with 120+ man-days back every year
An $800M manufacturer automated board, management and group reporting after every close.
SG&A variance analysis 4 days earlier across 29 entities
A global telecom group automated SG&A reporting on Microsoft Fabric for faster cost reviews.
~1,200 hours a year saved, with 15% more billable hours
A 1,000-person software company built one reporting strategy across six functions.
- 100+Customers
- 150+EFT projects
- 98%Client satisfaction (CSAT)
- 100k+Consulting hours
Questions finance leaders ask before they start.
How do you keep our financial data secure?
We're ISO/IEC 27001 certified for information security. Access is role-based, every action is logged, and we share our security documentation during your evaluation.
Where is our data held, and who can see it?
Two options. We host it for you in [our default region], or we deploy in your own cloud tenant, in the region and under the security policies your IT security team prefers. Either way, only named people on your engagement can access it, and only for the entities they work on.
How is AI governed?
We're ISO/IEC 42001 certified for AI management. AskChamp answers only from your governed data, and only what each user is allowed to see.
Who will work on our account?
Chartered Accountants lead every engagement, with data and AI engineers alongside. Our founders bring 60+ years of corporate finance experience.
How do engagements start?
With a 30-minute assessment. We agree scope and your baseline, then go live in stages, starting with the work that pays back fastest.
What support do we get?
A dedicated Client Success SPOC, a shared query log for open questions, and escalation to a senior Chartered Accountant. Response times are set in your service agreement.
What's included, and what isn't?
Included: financial statements, variance analysis, KPI definitions, board packs and dashboards. We also prepare variance drivers and draft notes for review. Not included: final management commentary, which stays with your team, and statutory financial statements, which sit on our Consolidation & Close page.
What data do we need to start?
For the standard dashboards: your trial balance, day books and chart of accounts. Sales registers, budgets, BoM and non-financial data unlock the deeper views.
Which BI tools do you support?
Power BI is our main delivery tool. We also deliver in Tableau and other leading BI platforms, in Excel, and in the KoshaOS web app if you have no BI license.
How far down can we drill?
From any group number to the entity, business unit or cost center, ledger and the individual voucher, where your books hold that detail.
Can each person see only their own unit?
Yes. Access is set by entity, business unit or cost center, so each person sees only what they are cleared for. The same rules apply to Excel exports and to AskChamp answers.
Do our people need Power BI licenses?
Viewers need a Power BI Pro or Premium Per User license, unless the dashboards are hosted on a Power BI Premium or Fabric capacity (F64 or above). The KoshaOS web app needs no Power BI license.
How often do dashboards refresh?
Standard dashboards refresh weekly or monthly, after close. Advanced dashboards refresh daily where your systems allow it.
Can we keep our current board pack format?
Yes. We rebuild your existing format first, as a Power BI report, a print-ready paginated report or PowerPoint, then improve it with you.
See your board pack build itself.
Share last month's board pack and trial balance. In 30 minutes, we'll show which reports can refresh automatically.