Home
Implementation of management accounting IT systems

Implementation of management accounting information systems — one version of truth for the owner and CFO

When management reports are compiled manually, figures differ across departments, and month-end closing turns into a marathon of reconciliations. Excel models branch endlessly, reference data is inconsistent, intercompany balances don’t match, and multi-currency and VAT handling is done “by eye.” As a result, owners and CFOs can’t see up-to-date margins by products and channels, lose control of working capital, and make decisions too late. When expanding to the EU, additional requirements arise for data quality, management reporting, and compliance (including GDPR) — manual processes can no longer keep up.

We automate management accounting “turnkey” in Ukraine and the EU: unified data, a fast closing cycle, and clear P&L/BS/CF across all dimensions.

Why work with us

Finance × technology.

Our team of financial consultants and data engineers speaks the same language as CFOs and IT — the system is built around management needs, not “for the tech.”

Cross-border expertise.

We account for the specifics of Ukraine and the EU: multi-currency, VAT, intercompany operations, group consolidation, IFRS bridge.

Vendor-neutral approach.

We work with your existing ERP/BI systems, never impose a specific stack; where needed, we prepare technical specifications and selection criteria.

Focus on results.

Less manual work, transparent workflows, measurable metrics (closing time, data completeness, plan-fact accuracy). Confidentiality and strict NDAs — by default.

We turn management data into management decisions.

We implement a management accounting information system: building the data architecture, integrating with ERP/CRM/banks, creating unified directories (MDM), a data warehouse (DWH), and BI reporting. The result — one version of truth for the owner and top team, a fast closing cycle, and transparent P&L/Balance Sheet/Cash Flow metrics across key dimensions (products, channels, regions, projects, clients). Our solution includes:

Diagnostics and target model.

We assess current processes and systems (P2P, O2C, R2R, T2T), data quality, and duplication points. We design the target architecture: data sources, DWH, BI, data exchange rules, and responsibilities.

Unified directories and data model.

We build MDM: chart of accounts and analytics, income/expense categories, profit/cost centers, nomenclature, and counterparties. Configure a multidimensional model (fact tables and dimensions) for P&L/BS/CF and KPIs.

Integrations and data pipelines.

We connect ERP/CRM/warehouses/banks/payment systems, build ETL/ELT flows with validation and logging. Ensure multi-currency, FX rates, VAT handling, intercompany transactions, and group consolidation.

BI reporting and dashboards.

Management reporting package (P&L/BS/CF), plan-vs-actual (BvA), product/channel profitability, working capital (DSO/DPO/DOH), EBITDA, ROCE, DSCR; interactive dashboards with drill-down to source data.

Budgeting and rolling forecast.

We integrate budgets and forecasts with actuals, support multiple scenarios, input/approval rights, and limit control.

Data quality and security.

Data governance, roles and access (RBAC), audit logs, personal data masking, backups, and recovery; compliant with Ukrainian and EU regulations (including GDPR).

Implementation and training.

Project plan, pilot on key dimensions, phased rollout, user training, and “hot support” during initial closing cycles.

Want to understand where your business is losing money and time?

Contact phone

By clicking “Request a diagnostic session”, you consent to the processing of personal data.

Want to understand where your business is losing money and time?

Results and benefits for your business

By working with us, you will see tangible results:

One version of truth.

Unified directories and automated data loads eliminate “report wars.”

Fast and predictable closing.

Calculations and reconciliations are automated; management sees numbers on time.

Control of margin and liquidity.

P&L/BS/CF and KPIs show where value is created — and where margin and cash are lost.

Ready for banks and investors.

Reporting and data in a format accepted by external stakeholders in both jurisdictions.

Scalability.

The architecture supports growth, new entities/markets, and integration of additional systems.

Ready to take the next step?

Want the numbers to work for you — not the other way around?

Request an architectural session — we’ll prepare a target data scheme and an implementation plan tailored to your business.

Questions and answers

Your question remains
unanswered?

Request a consultation

Do you need a new ERP to automate management accounting?

Not necessarily. We integrate with your existing systems and can prepare technical requirements and selection criteria if needed.

Where do management data “live” — in ERP or BI?

Source data remain in operational systems; management data marts and reports are generated in DWH/BI with unified directories and rules.

Who is responsible for data quality?

A data owner is assigned along with data governance policies; the system includes built-in validation and load monitoring.

Do you support multi-currency and VAT?

Yes, the data model and reports are designed to account for currencies, exchange rates, taxes, and intercompany operations; IFRS bridge is available.

Other services

Transaction support and compliance

Legal transaction support Due diligence M&A transactions KYC/AML outsourcing

Corporate finance and consulting

Implementation of management accounting IT systems Management accounting setup and audit Implementation of budgeting Investment project analysis Setup of financial and economic department Development of organizational, legal, and financial structure

Project support

International Commercial Law Business and market development consulting Lean Management Management of individual company projects

Implementation of management accounting information systems — automation of planning, data collection, and analysis for management decisions. The solution integrates data sources (ERP/CRM/warehouses/banks), builds a DWH and ETL/ELT pipelines, standardizes directories (MDM), and delivers BI reporting: P&L, Balance Sheet, Cash Flow, plan-vs-actual, profitability, and working capital. The system supports multi-currency, VAT, intercompany transactions, consolidation, and compliance with Ukrainian and EU regulations (including GDPR).

What management accounting automation includes:

Data architecture: source scheme, DWH layers, fact/dimension model, dictionaries, and mapping rules.
Integrations and data loading: connectors to ERP/CRM/banks, scheduled and event-based uploads, data quality checks, logging, and monitoring.
MDM and unified directories: chart of accounts and analytics, income/expense items, product catalog, counterparties, profit/cost centers.
BI package: P&L/BS/CF, BvA, KPIs (EBITDA, ROCE, DSO/DPO/DOH, DSCR), reports by product/channel/region/project with drill-down to source documents.
Budgeting and rolling forecast: input permissions, approval routes, scenario management, and limit control.
Security and compliance: RBAC, audit logs, encryption, backup, retention policies, and GDPR compliance.

Transactional support and compliance