Self-service reporting for finance teams using existing business systems
MBI gives finance teams trusted views of revenue, margin, debtors, and operational data — without waiting on IT for every routine report.
Common challenges
Reporting pain points for Finance & Accounting Teams
Many teams in this sector rely on spreadsheets, static reports, and disconnected data — slowing decisions and hiding margin, performance, and operational issues.
Month-end reporting delays
Manual report creation
Repeated Excel exports
Static reports
Difficulty combining operational and financial data
The MBI approach
How MBI helps Finance & Accounting Teams
MBI connects to your existing systems and gives users self-service dashboards, grids, and KPIs — without replacing your core ERP or database.
Let finance teams build their own reports and dashboards
Reduce dependence on IT for routine reporting
Provide trusted views of financial and operational data
Combine operational and finance metrics in one reporting layer
Speed up month-end analysis with live, reusable layouts
Example dashboards & KPIs
Metrics teams typically track with MBI
Build dashboards and operational grids around the KPIs that matter most to your team — then save layouts, drill into detail, and share trusted views across the business.
Interactive dashboards
Present high-level performance, trends, and exceptions in clear dashboard views — ideal for management reviews and daily operational monitoring.
Operational grids & drill-down
Move from summary to line-level detail with filterable grids, saved layouts, and related reports — without exporting to Excel.
Platform compatibility
Works with your existing systems
MBI is designed for businesses with complex operational data. There is no need to replace your core ERP or database — MBI adds a modern reporting layer on top of the systems you already trust.
Keep your core systems
- No ERP replacement required
- Connect to live operational databases
- Self-service reporting for business users
Reduce Excel dependency
- Dashboards, grids, and KPIs in one platform
- Saved layouts and reusable report views
- Role-based access over governed data models
Connects to existing data
Works with IBM i and SQL Server without replacing your core platform.
Self-service BI
Empower users to build dashboards and reports without developer bottlenecks.
Less spreadsheet work
Reduce manual exports and repeated Excel reporting cycles.
See MBI working for Finance & Accounting Teams
Book a focused demonstration or request a dashboard review using your reporting scenarios — we will show how MBI connects to your existing systems and delivers the KPIs your team needs.
Prefer to explore first? View the MBI product page or start a free trial.
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