FinalyticsIQ
FinalyticsIQ: BI + AI, 2 in 1
One layer on top of your ERP. Dashboards your board trusts, forecasting and margin analytics your finance team uses, and agentic workflows that act with guardrails — not a separate BI tool bolted onto a separate AI experiment.
Two layers, one platform
Most companies buy a BI tool, then a separate AI tool, then try to reconcile the two. FinalyticsIQ starts with one semantic model on your ERP data — and serves both BI and AI from it.
- BI: CFO, board and operational dashboards that reconcile to the general ledger.
- AI: forecasting, margin and pricing analytics, and workflow automation.
- One permission model, one data model, one audit trail.
- Built on your live ERP, not a copied spreadsheet.
What it does
- Answers finance questions in plain language — with the underlying numbers.
- Forecasts revenue, demand and cost variance before they hit the P&L.
- Shows margin by SKU, channel, project or branch.
- Routes approvals and escalations with human oversight.
- Builds and distributes management reports automatically.
Agentic, with guardrails
Agentic does not mean uncontrolled. FinalyticsIQ agents read ERP data, reason over it and propose actions — but permissions, approval gates and an audit trail stay in control.
- Role-based access to data and actions.
- Human approval for anything that changes the business.
- Every query, recommendation and action is logged.
- Guardrails against hallucination: answers cite the underlying ERP records.
Where it helps first
- CFO: cash, margin and variance — with the why, not just the number.
- Finance: month-end close, collections and reporting.
- Supply chain: demand forecasting, stock risk and MOQ decisions.
- Commercial: pricing leakage, discount analysis and salesperson performance.
Frequently asked questions
Is FinalyticsIQ a separate BI tool?
No. It is a BI + AI layer that runs on your ERP data. Dashboards, forecasting and agentic workflows share the same semantic model and permissions.
Do we need clean data first?
Yes. We assess data quality and process maturity before building. If the foundations are not ready, we fix them first — through ERP rescue or a BI clean-up.
What is a typical first use case?
Margin and pricing analytics, demand forecasting, collections prioritisation or automated management reporting. We start with the use case that pays back fastest.
Does the AI act on its own?
No. Agentic workflows run with role-based permissions, approval gates and an audit trail. A human approves any action that changes the business.
Which ERPs does it work with?
ERPNext and Odoo are our core platforms. We assess other ERPs case by case.
Next Step
See FinalyticsIQ on your data
We will show you the BI + AI layer on your own ERP data, with the guardrails and use cases that matter to your team.