Data and finance reporting team · Riga

Your old ERP, accounting and spreadsheets in one checked data model

Plus the dashboards you check every week, built on the tools you already use.

Book a 30-minute call See what’s included

Two analysts in Riga · former CFO on call

Starter package

Your systems in one data model, plus the dashboards you check every week

For numbers spread across an old ERP, accounting, a CRM and spreadsheets.

  1. 1

    Connect

    We connect the systems you already have, old and new.

  2. 2

    Reconcile

    We clean, reconcile and combine them into one documented data model.

  3. 3

    Build

    We build the core dashboards on top, refreshed automatically.

  • CashPosition and forecast
  • InventoryValue, cover, slow movers
  • Sales and marginBy product and customer
  • ReceivablesAgeing and overdue
  • PayablesWhat is due and when
  • Budget vs actualVariance on every line

Fixed scope · on your current tools · yours to keep

Budget vs actual · October Sample · € thousands
LineActualPlanΔ
Revenue1,2841,250▲ 2.7%
Cost of sales781762▲ 2.5%
Gross margin503488▲ 3.1%
Operating costs368337▲ 9.2%
Operating profit135151▼ 10.6%

Flagged: operating costs 9.2% over plan, most of the profit gap. Every total ties back to the ledger.

Services

Four services, one team

01

Management reporting on your current tools

When reports take days to build, or nobody fully trusts them.

  • Weekly and monthly reports in the tools you already use
  • Sales, cash, receivables, stock and margin in one place
  • Refreshed automatically and reconciled to your accounts
02

Back-office data, end to end

When the same number looks different in every system.

  • Clean data capture where it starts: orders, invoices, CRM, forms
  • Automated integrations between your systems
  • One documented source of truth behind every report
03

Automated reporting, forecasts and consolidation

When month-end reporting is built by hand.

  • Reports generated automatically from any data source
  • Rolling forecasts and budget vs actual
  • Consolidated group results and board-ready reports
04

Support from people who know your business

When the business keeps asking new questions.

  • A named analyst who knows your data and reports
  • Simple questions answered straight away, anything else within one working day
  • Full data validation on every refresh

AI-ready

Works with the AI tools you already use

If you use Microsoft Copilot, ChatGPT or Claude, we connect it to your checked data. Answers then come from your real numbers and link back to the source. Not using AI yet? Everything still works as normal reporting.

  • Microsoft Copilot
  • ChatGPT
  • Claude

How it works

From the first audit to monthly support

  1. 1 · 1–2 weeks

    Audit

    We review your data, reports and systems. You get written findings and a plan.

  2. 2 · 2–4 weeks

    Pilot

    One working report on your real data, so you see results before committing further.

  3. 3

    Implementation

    We build out the plan: data model, automated reporting and AI connection.

  4. 4 · monthly

    Support

    Reports kept running and checked, and your questions answered.

Our team’s experience

Work we have already delivered

250

data workflows moved from a paid platform to Python across 10 countries (fintech)

65–80%

lower projected running costs from that migration

43

field teams moved off paper-based reporting at a national railway

Also: automated management and board reporting for a multi-country technology group.

Who you work with

A small senior team

  • Aksels Bergmanis

    Data, reporting and automation

  • Agris Kozuliņš

    Finance analytics and data pipelines

  • Senior finance advisor, on request

    Former CFO with 20+ years in finance

Contact

Tell us what your reporting looks like today

A 30-minute call is enough to see whether an audit makes sense for you.

Book a 30-minute call hello@deltri.eu