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Articles
3 min read

BI Book - All-in-one solution for your business reporting

Published on
February 3, 2021
BI Book - All-in-one solution for your business reporting

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Have you ever calculated how much time you spend each month creating different reports? What if you could avoid this job and get more dynamic reports automatically?

With Microsoft Power BI, data can be retrieved from different systems and combined into reports as desired. However, its effective deployment and customization to different systems often require the assistance of BI experts as well as the acquisition of Power BI licenses and the construction of a data warehouse. BI Book was created to make this process easier and more cost-effective.

BI Book automatically generates Power BI reports of connected software of your organization and combines them into one presentation portal. That means the end of unnecessary use of separate reporting platforms. All BI Book reports can be easily shared with others by using user roles. With BI Book, we acquire needed Power BI licenses for you and we also take care of data storage with a reliable data warehouse solution. In the data warehouse, your business data is organized and stored for efficient reporting. BI Book can be implemented in numerous business systems such as accounting, ERP, CRM, HR, consolidation, and marketing software.

BI Book and accounting systems

Accounting systems produce extensive data on various transactions. BI Book automates the reporting of your financial figures and saves your time and effort. With BI Book, you can also ensure that your financial reporting matches accounting and management reporting. The BI Book reporting platform can be designed and duplicated for different target groups.

BI Book allows you to view revenue and earnings on a rolling or cumulative basis. Therefore, you can reliably compare revenue even during strong seasonal fluctuations. You will also be able to compare revenue and profitability between the dimensions of your organization. In addition, you can easily track and study changes in your business by drilling into seasonal events down to the document level. You can read more about different integrations on a system-by-system basis from here. BI Book can be integrated for example with the following systems: Netvisor, Procountor, Fortnox, Lemonsoft, & QuickBooks.

BI Book and ERP systems

ERP systems are used in the planning and management of the daily business. A functional ERP tool can effectively monitor business at the top level, but also the personnel level. In other words, you can track actual workloads, utilization rates and plan for future resource needs.

By using BI Book as an ERP tracking tool, you can effectively visualize ERP system data and locate bottlenecks and track progress and successes. You can read more about the different integrations on a system-by-system basis on the BI Book website. BI Book can be integrated for example with the following systems: Severa, NetSuite, and Odoo.

BI Book and HR and Payroll systems

By integrating BI Book into your HR and payroll systems, you can effectively visualize and automate many of the metrics monitored by HR, such as changes in staff numbers, turnover, the average length of employment, and payroll development. With the help of the BI Book, these HR indicators can also be combined and analyzed together with other indicators (eg. finance). You can read more about the different integrations on a system-by-system basis on the BI Book website. BI Book can be integrated for example with Mepco and Sympa.

BI Book and CRM systems

BI Book automates CRM reporting, making it easier to track sales and their development. BI Book enables e.g. monitoring the development of individual sellers and the number of contacts, the value of trades made, and the reasons for lost trades. BI Book also provides valuable information on the total value of sales and clarifies which measures you should invest in in the future. You can read more about the different integrations on a system-by-system basis on the BI Book website. BI Book can be integrated for example with Pipedrive and Hubspot.

BI Book and online store

Online stores collect a lot of data e.g. number of visitors, orders, and visitors. BI Book can serve the processing of this data in a multidisciplinary manner. A good example of this is the automated transfer of daily sales from PayPal to the accounting system Netvisor. Such system integrations are convenient and save the accountant a lot of time. BI Book can be integrated for example with the following systems: WooCommerce and PayPal.

BI Book and consolidation systems

With BI Book, you can efficiently automate your entire corporate reporting on a single platform. BI Book allows deep drilling and comparison of data. It enables you to effectively compare, for example, turnover and profitability between the dimensions of the entire group (e.g. product lines, offices). You can read more about the different integrations on a system-by-system basis on the BI Book website. BI Book can be integrated for example with FPM and AARO.