BUSINESS INTELLIGENCE & DATA ANALYTICS

Beyond traditional financial reporting, we offer business intelligence services.
Our experts transform financial and non financial data into easily understandable and actionable insights. Our goal is to make financial reporting efficient, understandable and beautiful.
We use data tools to securely access and analyze data and present analytical findings for you and your team. We transform financial reports into goal-related automated reports and real-time dashboards, including KPIs, benchmarks, graphs, and charts to provide users with detailed intelligence about the state of the business beyond traditional financial reporting.

SEE DATA DIFFERENTLY
PHASE ONE: DIRECT API FOR AUTOMATED REPORTING

Automated financial reporting allows you to create meaninful reports on demand for your investors, lenders, or your management team. Our software partenrs offer robust and flexible reporting options. Our job is to help you refine your reporting to make it understandable, relatable and beautiful.

Our CPA training in financial analytics will help you establish meaningful key performance indicators with accompanying financial metrics to ensure that you are measuring, monitoring, and reporting on the data that matters most.

Reporting Tools:
We work with reporting tools like Fathom and Spotlight to provide your company with the following benefits:

  • Data visualization
  • KPI analysis
  • Benchmarking
  • Performance consolidation for multiple entities
  • Cash flow projection tools

Our team will consult with you on how to get the right data safely from your accounting system into business intelligence software while creating a proper data archive for your long-term use. Creating a database allows the integration of data other than your accounting system. This is where data gets interesting!

Our CPA training in financial analysis and specialized partners in data management will help you establish meaningful queries from the available data to ensure that you are measuring, monitoring, and reporting on the data that matters most. Our software partners offer robust and flexible reporting options. Our job is to help you refine your reporting to make it understandable, relatable and beautiful.

Reporting Tools:
We work with reporting tools like Microsoft BI and Tableau to provide your company with the following benefits:

  • Data visualization
  • Real-time queryable databases
  • KPI analysis
  • Benchmarking
  • Situational analysis

These data-driven dashboards have the following advantages for your organization: financial data visualization, KPI tracking for sharing with your team, comparative datasets amalgamated to show information relatively (or for large corps, the start of your big dataset.)

"Metrics explained the technology adoption continuum and why we needed to adopt cloud accounting and reporting to continue to be a competitor in the data-driven economy.  With their help we now have key information dashboards that allow our team to anticipate trends and be proactive with our planning. We also have professional automated reports for our lending partners and investors. There is no doubt that Metrics has provided us a competitive edge in our industry."
CALL US250.896.8808
VISIT US510 Yates Street, 3rd Floor Victoria, B.C. Canada V8W 1K8
EMAIL USinfo@getmetrics.ca