Reports & datasets for 1,000's of companies, competitors, industry companies, or any consolidation of companies(M&A).

2 Interactive dynamic pages to select accounts or chart columns. Hover for account tooltips. Click +- to drill up and down account hierarchy.
Click the ⤢ icon bottom-right of the report page below facilitates full-screen mode. Demo video @ bottom of this page.

Company Financial Overviews

A new way to quickly understand and analyze company financial statements with actionable insights for the identification of material

  1. Income or expenses impacting profitability
  2. Changes in Assets, Liabilities or Equity
  3. Contributions to cash flow
  4. Variances between Actuals, Budgets, Plans and Forecasts.

Financial Investment Analysts

Investment analysts must be able to find, understand, analyze, and interpret financial statements and data better and faster than competitors. We provide the reports and datasets to do this.

Chief Executive Officers (CEO)

CEO’s, responsible for the long-term success of the company, are concerned about their company’s growth, earnings, stability, risk, controls, returns on investment and investors. So having key competitor and industry data, and forecasts is essential for running their business.

Chief Financial Officer (CFO)

CFO’s, responsible for executing the company’s financial strategy, is also responsible for the correct tagging and disclosure of financial data. Being able to compare disclosures and forecasts to their competitors has so many benefits.

Actuals, Planning, Budgeting, Forecasting, Variance Analysis

For any company, competitor, any SEC company, companies within an industry, or any selection of companies. These can be manual, automated and versioned. Select any account or line item using either Excel or Power BI for projections. 

Get Access to Industry & Competitor Data & Forecasts

Leverage and integrate cloud dashboards, reports, visualizations, and datasets developed by experienced business intelligence accounting consultants with all the heavy lifting having been done for you. The reports (pages) are available for any company, industry or combination of companies includes:

  1. Company (37)
  2. Internal & Beneficial Ownership (8)
  3. Industry Company Benchmarking (43)
  4. Industry Stock Market Benchmarking (7)
  5. Specific Company Benchmarking (43)
  6. Stock Market (10)
  7. Latest Filings (2)

Report(s) that take 160-hours to prepare, and many more hours to understand, are now available to be embedded and understood in hours, and at a cost-effective price point.

Accounting Systems & Data Sources

We integrate to any accounting systems or data sources.

Engage With Us! Call +1.919.213.1110

Click the ⤢ icon bottom-right of the report page below facilitates full-screen mode.

0 +
Years in BI Industry
0 +
Years Designing BI Finance
0 +
Satisfied Customers
0 +
Cubes & Datasets Designed
Scroll to Top