Report setup on the CFO-plattformen

Reports that match how things work— not how systems think

The CFO Platform’s report setup puts Finance in full control of how data is displayed — without manual tweaks in spreadsheets or expensive BI consultants on retainer.
You build and optimize the report structure yourself, then visualize powerful, professional reports

Reports built for how your business runs

Instead of forcing your workflows into rigid system logic, you build report structures based on how your team actually drives financial performance — with your own rows, groupings, subtotals, and sign conventions. Reports become easier to understand — and build stronger ownership of the numbers.

Design rows and structures your way. Create your own lines, groupings, subtotals, and sign flips — like in Excel, but built to scale.
Reuse the same structure across planning and reporting. Use it for reports, budgets, and forecasts — and avoid duplication.
Easier to adjust and maintain. No more cleaning up a thousand cells — structure is maintained in one place and updates flow through automatically.

Build your report structure in the CFO Platform – and use it in Power BI

The report structure you build in the CFO Platform can be exported directly to Power BI, where it’s displayed using the Financial Reporting Matrix visual. You get pre-built structures with subtotals, sign conventions, and formatting — so you don’t have to rebuild everything in Power BI or rely on expensive BI consultants.

This lets the finance team own and maintain the structure themselves — and deliver reports faster — without depending on IT or Power BI experts.

Take control with clear report structures – and get better decisions, faster

With the Profitbase CFO Platform, you build reports that actually make sense for the business — without messy Excel work or waiting on BI experts.

The structure is yours, and decision-ready reports are just a few clicks away.