Understand Costs, Make Better Decisions, and Maximize Profitability

Easily reconcile financial data, from multiple departments, across accounting periods to quickly identify trends & patterns, optimize risks, and provide stakeholders with informed insights to maximize profit.

Drive informed financial performance for more profitable outcomes.

  • Break down siloed financial data: no need to manually input and reconcile financial data from multiple entities - saving you time and reducing errors.
  • Overcome poor reporting capabilities: you’re quickly limited by your accounting system when identifying trends & patterns. Go beyond with advanced predictive and forecasting capabilities to uncover valuable insights.
  • Lack of compliance: unable to securely give access to sensitive information and inseminate the information to the right stakeholders without adding extra licenses, let’s change that!

Mix Your Financial Data With Your
Data

Bridge the gap between your company's financial data and your marketing, sales, procurement, supply chain, inventory data to manage your operations more efficiently.

Empower Transparent Financial Reporting with ClicData
To Answer Key Business Questions

  • What’s our gross profit, how is it trending, and does it deviate, and if so, by how much?
  • How do our pricing strategies impact overall profitability, and are there opportunities for optimization?
  • Which products or services have the highest profit margins, and should we consider adjusting our product mix?
  • What does our supply over 90 days look like?
  • What are the patterns in our inventory turnover, and how can we better manage inventory levels to minimize carrying costs?
  • What’s our EBITDA %?
  • What factors contribute to fluctuations in cash flow, and how can we improve cash management practices?
  • Are there any irregularities or anomalies in our financial data that could indicate potential fraud or compliance issues?

Keep Meaningful Metrics At Sight

  • Revenue

    The amount of revenue generated from financial products and services, such as loans, investments, and insurance.

  • Net interest margin

    The difference between the interest income generated by the business and the interest paid to customers or investors.

  • Gross Profit %

    The percentage of revenue remaining after deducting the cost of goods sold (COGS) from total revenue.

  • Return on assets (ROA)

    The percentage of return generated by the business on its total assets.

  • Efficiency ratio

    The ratio of expenses to revenue, which measures the efficiency of the business in managing its costs.

  • EBITDA Percentage

    The proportion of a company's earnings relative to its total revenue, excluding certain expenses.

  • Customer satisfaction

    The level of satisfaction customers experience with the financial products and services offered by the business.

  • Regulatory compliance

    The level of adherence to regulations and laws governing the financial services industry.

  • Investment performance

    The performance of investment products, such as mutual funds or exchange-traded funds (ETFs), relative to benchmark indexes.

  • Other Financial Ratios

    Credit to day, Debt to day, Day to equity ratio, Customers over 90 days, Suppliers over 90 days, Overstock, Slow moving stock...

Improve Your Financial Reporting

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