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The CFO platform that aligns numbers, technology, and strategy.
Take control of your future profits, cash flow, and balance sheet with up-to-date forecasts that empower every level of your organization to perform at its best.
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What is the
CFO Platform?
The Profitbase CFO Platform is a self-service tool for organizations that have outgrown spreadsheets and need a unified, up-to-date financial foundation to streamline processes such as budgeting and forecasting.
Take a short self-guided demo or contact us to learn more about how it can help you plan and manage your business proactively.
Overview and control
Financial data is gathered from various sources such as ERP systems, databases, and spreadsheets and consolidated in the CFO Platform.
Value-Adding dimensions
Data is structured and enriched with dimensions, providing a solid foundation for improved reporting, budgeting, and forecasting.
Better decisions
Key financial figures, insights, and reports are visualized and distributed in tools like Power BI for further analysis and decision support.
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CFO Platform vs ERP vs Data Warehouse
ERP records. Data warehouses store. The CFO Platform makes data useful for financial management.
- ERP-system: Manages transactions and operational processes such as accounting, inventory, and invoicing. It is not designed to support financial planning. The focus is on operations and transactions, not analysis or decision support.
- Data warehouse: Collects and stores historical data for reporting and analysis. Requires BI expertise to extract insights.
- CFO Plattform: A self-service tool that adds value to data from ERP systems, spreadsheets, and data warehouses. It enables you to enrich financial data and structure dimensions for smoother reporting, budgeting, rolling forecasts - and much more!
Efficiency suffers when spreadsheets reign absolute
In large, complex businesses, where big numbers move fast and many key stakeholders need to collaborate efficiently, it is not ideal to use spreadsheets as your only tool.
- Dependence on individuals is a bottleneck that slows down processes.
- Manual, repetitive processes and maintenance take too much time.
- The complexity and inaccuracy make it difficult to understand and trust the numbers compiled in Excel reports.
- When errors occur, a lot of time is lost digging through spreadsheets.
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Standardized and Scalable – Tailored for Large Enterprises
The CFO Platform is a reliable alternative to struggling with fragmented systems, spreadsheet dependency, or costly and unpredictable technology implementations built from scratch.
Our ready-made solutions are configured quickly – on average within 100 hours – and have delivered solid results for hundreds of large, complex enterprises.
Once implemented, the low-code concept at the core of the CFO Platform ensures you can easily expand and customize the solution – without expensive and time-consuming development projects.
Realize the potential of making your finance team strategic advisors who elevate the quality of your company’s planning efforts.
Popular features
- Driver-based planning
- Balance sheet and cash flow setup
- Version control
- Simulation
- Rolling forecasts
Reduce your department’s workload by several weeks and rest assured that the numbers are accurate and compliant with laws and regulations.
Popular features
- Automatic reconciliation
- Currency management
- Eliminations
- Intercompany reconciliation
- Drilldown to transaction level
Gain a comprehensive overview of risk exposure and track its development over time using iterations to see the impact of corrective actions.
Popular features
- Business-specific categories
- Risk register
- Risk consolidation
- Action plans
- Opportunity management
Explore the platform and solutions with a self-service demo, or contact us for a walkthrough with one of our experts.
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A hub for digitalizing Financial Planning and Business Management
The CFO platform is a made specifically to enhance core financial processes where ERP-systems fall short. With a flexible Low-Code concept, the CFO Platform can be customized and expanded to automate processes and core activities within the finance function – without requiring costly development projects.
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ERP
– Accounts Payable
– Accounts Receivable
– Travel & Expense Reimbursement
– Fixed Asset Accounting
– Inventory Accounting
– General Ledger Accounting
– Tax Accounting
– Tax Compliance
– Tax Audit/Controversy
– Tax Planning
– Transfer Pricing
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CFO PLATFORM
– Consolidation of Financial Reports
– Preparation of External Reports
– Performance Management
– Cost Allocation
– ESG Reporting
– Disclosure Management
– Process-automation
– Cash Management
– Raising Capital
– Bank compliance management
– Security instruments
– Loan portfolio mgt
– Risk Assessment
– Financial Risk Monitoring
– Transparency Act
– Forecasting
– Budgeting and Planning
– Long term financial planning
– Simulation – “what if”
– Operational planning
Stunning reports with Power BI visualizations
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Financial Reporting Matrix
Our most popular custom visual provides calculations and conditional formatting for matrix style reports. It provides a number of features not available in Power BI standard matrix visual, including line formatting, conditional formatting, subtotals and more.
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Risk Matrix
Minimize potential damage and discover new opportunities. This custom visual enables efficient risk assessment, focused prioritization, strategic resource allocation, harmonized communication, flexible customization, and dynamic visualization.
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Gantt Chart
Create interactive Gantt charts to allow all stakeholders to monitor the status of projects in real-time and help make sure projects are completed on time and within budget. This enhances overall project management and team collaboration.