Eqvitia

EQVITIA - Financial Leadership expert

What you measure is what you get!

Take control of your financial data and base decisions on facts

At Eqvitia, we believe in the power of measurement. We’ve seen time and again how this simple principle brings real results for our clients. When you start focusing on the right metrics – ones we define together – and track them consistently, things begin to move in the right direction. We build customized tools and KPI dashboards tailored to your business, enabling data-driven leadership instead of gut-feeling decisions.

We bring strong expertise in financial management, with a particular focus on manufacturing industries. Managing vast product portfolios, complex supplier networks, and long supply chains can quickly become overwhelming. There’s a flood of information, but making sense of it isn’t always easy. That’s where we come in – helping your company turn complex data into clear insights, so business decisions are always based on facts, not guesswork.

Our services to support your leadership

We provide management reporting, along with the development of reporting tools and processes that support leadership. Whether it’s producing regular monthly reports or building a tailored reporting system for your organization, our goal is to make business analysis simple and forecasting more reliable.

All reporting solutions are designed and implemented using Microsoft Power BI.

Our controller service is priced based on actual time spent. Since tasks and assignments vary widely, we believe this model is the fairest for both sides.

Reporting, analyses, and forecasts for management

Management accounting

Leadership
dashboards and data analytics

ERP system development

Reporting, analyses, and forecasts for management

REPORTING AND FORECASTING TO SUPPORT DECISION-MAKING

We bring strong expertise in financial leadership, built through hands-on experience as CFOs for several mid-sized companies. Our strength lies in developing and refining the financial management and controller functions specifically for small and medium-sized enterprises.

We produce clear, visual analyses of the current situation as well as forward-looking forecasts. Simulating different future scenarios — at the profit and loss, balance sheet, and cash flow levels — is part of our daily work. We use tested and proven models to support these simulations.

Management accounting

MANAGEMENT ACCOUNTING GUIDES AND SUPPORTS LEADERSHIP

The controller’s most important role in small and medium-sized companies is to establish and maintain effective management accounting. This includes:

  • Creating internal accounting guidelines and communicating them across the organization

  • Structuring bookkeeping in a way that supports and validates internal reporting

  • Building real-time, automated reporting systems

  • Analyzing and interpreting key metrics, and tracking the implementation of actions based on those insights

    • For example, if a product shows a weak gross margin, it’s the controller’s responsibility to identify and justify this issue and actively support the improvement project to raise profitability

  • Budgeting and financial forecasting

We apply these management accounting principles as part of our bookkeeping and payroll services.

Leadership dashboards and data analytics

REAL-TIME METRICS AND ANALYTICS TO SUPPORT DECISION-MAKING

Key business indicators that should be tracked regularly — and preferably in real time — are automated, so there’s no need for time-consuming manual calculations. In leadership, time should be spent analyzing metrics and taking action, not generating the numbers.

Thanks to our extensive software expertise and solid experience, we can build a wide range of customized management dashboards that provide clear insights into your business performance and direction.

From a single dashboard, you can access:

  • Product- and customer-specific margin calculations
  • Financial accounting figures
  • Group-level consolidation data
  • Profit, balance sheet, and cash flow forecasts
  • Tracking of purchase price developments
  • Delivery reliability metrics
  • Order backlog monitoring
  • And other key business indicators

 

These dashboards make it easy to communicate and report strategic direction to executive teams, boards, and financial stakeholders. All essential information is available in one place — clear, visual, and easy to interpret.

We build these solutions using Power BI, the industry’s leading business intelligence tool. Modern BI systems no longer rely on static reports — instead, users can explore and analyze business data flexibly, from multiple perspectives and in real time.

In fact, the dashboards we create often spark both a wow moment and a brainstorming session. Clients quickly realize: “What else could we start measuring — now that we know it’s possible?”

ERP system development

TAKE YOUR LEADERSHIP DASHBOARDS TO THE NEXT LEVEL

Enterprise Resource Planning (ERP) systems provide valuable data — from working hours and profit margins to delivery reliability, purchase prices, and order or quotation pipelines. However, this data is often difficult to access in a format that truly supports executive decision-making.

With Eqvitia’s solutions, your ERP system becomes a source of clear, actionable insights that elevate your company’s leadership dashboards to a whole new level.

We build analysis tools that enable your team to independently generate the reports and business insights they need.

Our four-step approach to developing reporting tools:

  1. Together, we identify the key profitability drivers of your business and uncover which data is currently hard to access.
  2. If needed, we fine-tune your ERP system’s data structures — for example, enabling margin reporting by customer, product, product group, service, business unit, or country.
  3. We design and deliver custom reporting solutions using Microsoft Power BI.
  4. Eqvitia’s experts test the dashboards, train your team to use them effectively, and ensure your business continues to move in the desired direction.

Are you ready to answer these questions honestly?

If you answered “yes” to even one of these questions, we believe it’s time we talk. At Eqvitia, our controllers specialize in exactly these challenges — with the deep experience to back it up.

Ready to get started?

Get in touch, and let’s begin our journey toward growth together.