Budget Management Service

We manage the budget,
you make the decisions.

Make informed decisions and achieve financial peace of mind. We build, configure, and continuously update your budgets in Power BI — so you always have accurate, real-time financial insights.

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Key capabilities

Everything you need to stay in control

Real-time visibility

We update all accounting movements within the budget and provide you with real-time status. As transactions occur, your balances update automatically — giving you immediate insight into available funds.

Financial tracking

Track your financial movements effortlessly. Transactions are automatically imported for accurate records. Get a comprehensive overview and easily manage projects, departments and indicators.

Expense control

AI-powered detection of unplanned movements or unverified payments generates instant reports, making it easier to identify and prevent uncontrolled expenses before they become problems.

Decision making

Through Power BI dashboards and data analysis, evaluate and measure expenses with confidence. See the origin of every data point with options for custom filters and queries.

Automatic Reports

Configure automatic reports to be sent to individuals or published periodically.

Smart Alerts

System auto-identifies anomalies and generates warnings to prevent poor decisions.

Multiple Budgets

Create as many budgets as you need — we handle all the graphics and data updates.

How it works

Three steps to financial clarity

Design your budgets

Together we design your budgets and configure them in a web tool where multiple users can have access.

Build dashboards

We design and build the Power BI dashboards necessary for monitoring, control and decision-making.

Ongoing service

We continuously update your data on schedule, so your budgets are always accurate and ready to use.

Annual subscription

$2,199 /year

Everything included. Cancel anytime. No hidden fees.