Financial Insights
See where you stand now, not after the books close. Financial Insights puts your general ledger next to your fuel, POS and loyalty data, in views anyone on your team can read.
Sample view
The problem
Variance, misses and duplicate entries surface in the close package, when nothing can change.
Your controller reads the whole ledger to find one duplicate posting or miscode.
Variance lands in the close package, after the month is over.
Stores are held to controllable cost but work from a P&L written in accounting language.
One ledger, 15 ready-made views
Each person starts with the view built for their job. No reports to build and no exports to clean up.
Accounting and controller
Budget Variances, Unusual Activity, Account Anomalies and Working Capital.
Executive and owner
Financial Overview, Strategic Overview and Store Profitability.
Operations and district
Stores to Watch, Store Efficiency and District Scorecard.
Store manager
Store Scorecard, Costs to Review and Peer Ranking.
Opportunity
Savings Opportunities points to where you can save.
Spotlight: Account Anomalies
Account Anomalies ranks the accounts that moved furthest from their six month average, biggest dollar swing first.
What your controller sees
Why Taiga
Useful, but they still need a manual export and cleanup of your data.
Great at the job, but written in accounting terms that are hard for everyone else.
It can work, but it takes years of setup.
Taiga already connects your fuel, POS and loyalty data. Financial Insights adds your ledger to the platform you already use, with live data that is easy for anyone to understand.
Who it is for
Financial Insights works with a PDI General Ledger integration and an active Taiga analytics subscription. Book a demo and we will walk you through it.
