Financial services

Financial reporting

We offer advanced financial reporting services tailored to the needs of technology companies. Our reports and analyses provide the key data and indicators you need to make sound business decisions and manage your company’s finances effectively.

Detailed financial reports tailored to the specifics of the IT sector
Profitability analysis of projects and product lines
Reporting of KPIs and operational efficiency indicators
Benchmarking against competitors in your sector
Data visualisations in a clear and practical form
Online access to reports from anywhere, 24/7

Call +48 664 333 369 Book a consultation

We work with you in English or Polish.

Why choose GETAX?

Data security

High security standards and full GDPR compliance.

Time saved

Automated processes and online access 24/7.

Interactive dashboards

Access to interactive dashboards with your key indicators.

Financial forecasts

Advanced modelling and forecasting of financial results.

What the service includes

Scope of the service

Our financial reporting services cover comprehensive analyses of financial and business data, tailored to the individual needs of your technology company.

Management reports

Regular management reports presenting the key financial and operational indicators of your business.

Financial analysis

Detailed ratio analyses, including liquidity, profitability, debt, turnover and efficiency.

Project reporting

Analysis of the profitability and efficiency of individual projects, teams and product lines.

Budgeting and controlling

Support in preparing budgets and financial forecasts, and monitoring how they are delivered.

Data integration

Combining data from your company’s different systems (ERP, CRM, project tools) to provide comprehensive reports.

KPIs and dashboards

Defining and monitoring key performance indicators and building interactive management dashboards.

How we work

How we work together

Every quote is individual and agreed after a free consultation.

1
Needs analysis
At our first meeting we identify your business needs and goals for financial reporting, and define the key indicators and the report formats you expect.
2
Data review
We analyse the availability and quality of financial and operational data in your company, identify the data sources and the options for integrating them.
3
Report design
We prepare proposals for reports and dashboards tailored to your needs, taking into account the specifics of the IT sector and the individual requirements of your company.
4
Implementation
We implement the designed reporting solutions, integrate them with your systems and set up automated data updates.
5
Training and handover
We train you in reading the reports and using the dashboards, and pass on the knowledge you need to use the reports effectively in decision-making.
6
Regular updates
Following the agreed schedule, we prepare and update the reports, so you always have current access to key financial and business information.

Frequently asked questions

Do you have questions?

Which data is needed to prepare financial reports?

To prepare comprehensive financial reports we mainly need data from your accounting system (balance sheet, profit and loss account, cash flows), as well as operational data such as information on projects, clients, employees and costs.

Depending on the scope of reporting, we may also need data from CRM and ERP systems, project management tools or payroll systems. We agree the exact list of data while analysing your needs and designing the reports.

How often are the financial reports updated?

The update frequency depends on your needs and the agreed scope of services. As standard we offer monthly updates, but we can adapt the schedule to your business.

For some indicators, especially operational ones, real-time or weekly reporting is possible. For detailed and strategic analyses, a monthly or quarterly frequency is usually preferred.

Are the reports tailored to the IT sector?

Yes, our reports are designed specifically for technology companies. We include indicators typical for the IT sector, such as project profitability, customer acquisition cost (CAC), customer lifetime value (LTV), customer retention rates and the efficiency of development teams.

We can also include data specific to SaaS business models, such as MRR, ARR, churn and conversion rates.

How do I access the reports and dashboards?

You access the reports and dashboards through a secure online platform, available from anywhere 24/7. The platform lets you browse data interactively, filter it, drill down into the details and export it to various formats (PDF, Excel, CSV).

Access to the platform is secured, and user permissions can differ depending on each person’s role in the organisation. Key reports can also be sent automatically to selected email addresses according to an agreed schedule.

Do you help interpret the financial data?

Yes, we do not just deliver reports, we also help you interpret them. Depending on the agreed scope, we offer regular consultation meetings where we analyse the data, discuss trends and anomalies and formulate business recommendations.

Our consultants have experience in the IT sector, so they can provide valuable insights in the context of your business and the market situation.

Can you create custom reports for specific needs?

Of course, we specialise in creating custom reports tailored to unique business needs. Whether you need specific project analyses, investor reporting, dashboards for the management board or advanced predictive models, we can design and implement solutions that meet your requirements.

Creating custom reports starts with a thorough analysis of your needs, followed by design, implementation and testing, to make sure the information delivered is valuable and actionable.

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