Self-Serve Reports
Teams answer their own questions without waiting for the one person who knows the tool.
Reporting & Dashboards
Reports Without Power BI
A fintech company's reporting depended on a few people and a tool most of the team never learned. Now teams build the reports they need themselves.
- Industry
- A Turkish fintech company
Results
Self-serveteams generate the reports they need themselves, on the company's own database
No Power BIand no new tool to learn: reports follow the questions the team asks
E-invoicesgo into the accounting software automatically, by agreed rules, not line by line
Operations Report
Live from your database
This monthAll regionsAll teams
Quotes sent
412
Turnaround
3.1 h
Win rate
31%
Quotes per weekLast 8 weeks
Before
Reports Stuck With a Few People
Reporting ran through scheduled automations and Power BI. The automations helped, but every new question still needed someone who knew the tool, and most of the team never climbed its learning curve.
Meanwhile e-invoices arrived every day and had to be entered into the accounting software by hand, line by line.
The Map
Mapping Who Needs Which Numbers
We listed who asks for which report, how often, and where the data behind it lives. We also traced the e-invoice flow from arrival to the accounting software.
The answer was not another dashboard tool. It was a reporting tool built on their own database, shaped around the questions the team actually asks.
The reports each team asks for, and how often
Where the data behind each number lives
Which steps of report building could run by themselves
How e-invoices move from arrival into accounting
The System
A Reporting Tool on Their Own Database
We built a reporting tool connected directly to the company's database. Teams choose what they need and generate reports themselves, with clean dashboards and no new tool to learn.
Alongside it, incoming e-invoices now import into the accounting software automatically, following the company's own rules.
Your database
The tool reads the company's own data; nothing is copied out into spreadsheets.
Report generated
Teams choose what they need and the report is built for them.
Dashboards
Clean dashboards show the numbers each team follows.
Shared
Reports reach the people who need them, on schedule.
E-Invoices Imported by Rules
Incoming e-invoices go into the accounting software automatically, following agreed rules.
No Tool to Learn
Reports are built around the questions the team asks, not around a tool's menus.
Today
How It Runs Now
Reporting no longer waits for a few people. Teams get the numbers they need from their own data, and e-invoices no longer need to be typed in by hand.
It started as report automation and became a product the company runs every day. That is the pattern we look for: understand the pain first, then build the system that removes it.
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