Tha CFO Platform's Finance Datamart
Tame the data. Trust one source of truth for all Financial Planning and Reporting.
The Finance Datamart is the engine that collects, cleans, and structures financial data on the finance team’s terms. It gives you a single, trusted data foundation for budgeting, reporting, and analysis — without data prep, broken links, or delays from IT.
Get your data working for Finance — not the other way around
The CFO Platform’s Finance Datamart pulls financial data from ERPs, payroll systems, and spreadsheets — then structures it the way your finance team actually works. You get one place to access your numbers: structured, validated, and ready to use for reporting, budgeting, and forecasting.
- Collect data from multiple systems. Pull transactions, balances, and dimensions from ERP, payroll, and spreadsheets — automatically and without coding.
- Structured on the finance team’s terms. Build a data model that reflects how your finance team thinks: projects, cost centers, customers, deliveries — not just technical account codes.
- Ready for reporting, budgeting, and analysis. Your data is cleaned, validated, and ready to use — whether you’re analyzing in Power BI, budgeting, or forecasting.
Consistent numbers. Aligned reporting, budgeting, and forecasting.
When financial data is structured on your terms, it can be used across all planning and management activities — without starting over for every report or budget.
The CFO Platform’s Finance Datamart ensures that reporting, budgeting, and forecasting are connected — and automatically updated when the numbers change.
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Reporting without data cleaning
Skip the manual prep work before you can gain insights. You’re working with validated, structured data — ready for analysis.
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Budgets and forecasts based on the same data
Plan and report using the same data. That means fewer errors, better consistency, and faster updates.
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Reuse in models and scenarios
Once the structure is in place, you can easily reuse the data in driver-based models, versions, and simulations — without duplication or extra work.
A solid foundation for financial planning and reporting
A strong data foundation isn’t just helpful — it’s essential for confident decision-making. The Finance Datamart makes sure you get a structured, maintained, and always up-to-date data model that powers everything you do in the CFO Platform.
It gives you control over your data flow, saves time across processes — and builds trust in the numbers.
Reflects reality
Build your financial structure the way your business actually works — with custom dimensions for customers, projects, deliveries, or other key drivers. Not just technical account codes.
Always current
Automatically import transactions and dimensions from ERP, payroll systems, and spreadsheets. As the data changes, updates flow through to reports, models, and forecasts in real time.
Centralized updates
Update a cost structure or project dimension once — and it’s reflected across the board. That means fewer errors, less duplication, and better decision support.
Take control of your numbers — once and for all
With the Finance Datamart, your foundation is already in place — and the entire CFO Platform works from the same numbers.
Put an end to time thieves and manual work caused by copy-pasting, discrepancies between reports and budgets, data cleaning, and creative workarounds that were never built to last.
