2. 2
Context
Developed by corporate finance professionals, Financial
BI® provides you with an integrated solution that drives
planning, budgeting and modeling processes, meeting
all corporate finance requirements.
Financial BI Solution
Our tool is designed to ease your financial processes by
bringing flexibility and power to the stakeholders in
planning and modeling.
Through a simple and easy to use environment, we help
you to improve operations and finance integration,
decision making and business reactivity.
Our Value added
Financial planning and budgeting have a major impact
on your organization’s performance and success.
Data access and reliability play a key role in the quality
of those forecasts.
Financial Processes
In many organizations, financial departments rely on
spreadsheets or non integrated applications to manage
their planning and forecasting processes.
This leads to high risks of errors, heavy processes, time
losses and lack of reactivity.
Existing Tool
Context
Software Overview
Business Intelligence
Benefits
Board Members
3. 3
Overview
Planning and Budgeting
Build your consolidated financial
forecasts easily.
Business Modeling
Incorporate economic and market
inputs in your forecasts.
Financial BI® is a comprehensive Business Intelligence Solution tailored to fit the
needs of Corporate Finance Departments in terms of Planning, Budgeting and
Modeling.
“Financial BI® structures and
improves the financial forecasting
process. It allows to spend more
time on analysis and thus make
better decisions.”
Jean-Philippe PEUGEOT
Chairman and Chief Executive
Officer
Etablissements Peugeot Frères
Context
Software Overview
Business Intelligence
Benefits
Board Members
4. 4
Key Features
Budgeting and Reporting
Create forecasts and analyze them
against actuals according to the
metrics relevant to your business.
Excel Formula
Create limitless linked reports with
Financial BI® Excel formula.
Consolidation
Consolidate prospective financial
statements, budgets or operational
figures.
Excel Add In
Easily upload data or design reports in
Excel.
Automation
Automate submissions controls, charts
and reports creation.
Financial Cloud
Share financial and operational
information and figures across teams
and entities.
Context
Software Overview
Business Intelligence
Benefits
Board Members
5. 5
Financial BI® Difference
Planning
Financial BI® brings a
reliable, structured and
collaborative performance
management.
Users Oriented
The software is focused
on user experience and
simplicity. Our goal is to
improve your day to day
job.
Independence
We provide you with a
tool owned by finance,
where administrators are
independent from IT or
consultancy.
Modeling
Fully integrated business
modeling brings
reactivity and insights in
decision making,
investments choices and
strategy definition.
Beyond planning, Financial BI® delivers a seamless experience to its users.
Context
Software Overview
Business Intelligence
Benefits
Board Members
6. 6
Tailored to fit your needs
Financial BI® is delivered with
IFRS and local GAAPs reporting.
We also help you to set up your
own reporting standards.
Accounting Standards
Scalable pricing highly
reduces annual costs
compared to traditional BI.
Pay per use
The integrity of your data is
guaranteed through a highly
secure system and data
persistence.
Security & Reliability
The application’s responsiveness is
ensured as we adjust the
computational power according to
your needs.
Responsive
Financial BI® is designed to fulfill all your Corporate Finance requirements.Context
Software Overview
Business Intelligence
Benefits
Board Members
7. 7
Financial Intelligence
Multiple Currencies
Benefit from currencies and exchange rates
management to obtain consolidated statements.
Clients & Products Segmentation
Track down information and build models at the
desired granularity level.
Legal Organization
Mirror your legal entities’ organization within the
environment.
Multiple Data Sources
Upload data automatically from virtually any source,
including actuals and operational figures.
Context
Software Overview
Business Intelligence
Benefits
Board Members
8. 8
Financial Intelligence Benefits
Chief Financial
Officer
Financial
Planning
Human
Resources
Affiliates
Financial
Communication
Accounting/
Controlling
Operational &
Engineers
Financial BI® ensures the availability of the
information at any level of your organization.
Accounting, Business Control and Planning can
communicate through the same environment and
share the same standards.
This collaboration ends up in insightful reports
ready to be delivered to top management and
easily updated.
Performance Management
Head Office - Affiliates collaboration.
Operational - Finance collaboration.
Financial Processes Integration.
Financial BI® is at the center of your financial
processes. It allows the different departments of
your company to collaborate seamlessly and
produce meaningful plans:
Processes IntegrationContext
Software Overview
Business Intelligence
Benefits
Board Members
9. 9
Financial BI® Benefits
A
Better Decision
Taking
More informed decisions.
Better forecasts reliability and
quality.
B Costs Reduction
No implementation costs.
No maintenance costs.
Pay per use.
Increased productivity.
C
Data Integrity and
Security
Secure your data exchanges and
storage.
D Flexibility
Ready to use.
Fully customizable.
Independence from IT and
consultancy.
E User Oriented
Easy to use.
Limited training.
Intuitive user experience.
F Business Reactivity
Departments collaboration.
Seamless dataflow resulting in
faster economic changes
inclusion.
Context
Software Overview
Business Intelligence
Benefits
Board Members
10. 10
Board Members
Financial BI
Chief Executive Officer
Julien
MONNEREAU
CEO and
Board Member
Etablissements Peugeot Frères
Chairman and Chief Executive
Officer
Jean-Philippe
PEUGEOT
Board Member
ENGIE
Mergers and Acquisitions
Bertrand
HAAS
Board Member
“ “ “
Financial BI® board is composed by finance professionals with extensive experience in
information technologies, corporate finance, private equity, financial communication,
automotive industry and the energy sector.
Context
Software Overview
Business Intelligence
Benefits
Board Members
