The same books power every view, so the numbers never disagree with each other. These are illustrative screens from a sample manufacturing company.
Some things need watching daily, some weekly, some only when the quarter closes. All of them run on the same books.
Sales, collections, payments and cash for each day, up to six months back.
What needs a decision this week, the numbers at a glance, slowing customers and dependence on a few names.
Completed quarters set against the same quarters last year.
Only fully covered months, against the same months last year. Year-end adjustments kept apart.
One Excel workbook for the board or the bank, built from the books.
CXO Intelligence is built on your posted vouchers and ledgers, the same data CORAA’s audit tools work from. When a number surprises you, the party and the voucher behind it are a few clicks away. Illustrative example below.
| Month-end MIS by your team | A BI tool, e.g. Power BI | CORAA CXO Intelligence | |
|---|---|---|---|
| Ready without a data team | Needs people and time every month | Needs set-up and someone to maintain it | Reads the books you already keep |
| Tells you what needs attention | Only if someone writes it up | Charts; you spot the issue yourself | Risk and Watch calls, in plain words |
| Arrives on its own | After month-end | You have to open it | Monday morning, by email |
| Compares like with like | Manual, easy to get wrong | Only if someone builds it | Fully covered months against the same months last year |
| Traces back to the entries | Ask the accountant | Depends on how it was built | Built on your posted vouchers and ledgers |
| Board pack | Assembled by hand each time | An export of a dashboard | One Excel workbook from the books |
Typical set-ups. Every business and every team works a little differently.
