RoiBot Finance

An analytics and budgeting tool for management and budgeting professionals. 

RoiBot Finance & Budgeting (FP&A) is designed for executives and financial managers to make financial planning and performance evaluation not only more efficient, but also more intuitive and effective.

RoiBot Finance is designed for you if you manage your company's finances and are responsible for budgeting, investments and controlling costs. Your work is complex and important, and RoiBot Finance helps make it easier and more accurate, saving you time and resources.

What you’ll get

  • ✺

    RoiBot Finance is your partner in the world of financial planning and analysis. Our solution simplifies your daily work, increases efficiency and provides valuable insight that helps you make better decisions.

  • ✺

    RoiBot Finance is a ready-made financial analysis solution with a monthly fee. We take care of everything from implementation to monthly maintenance.

  • ✺

    We promise you can create a budget in just 15 minutes. It is simple, fast, convenient and understandable for everyone..

  • ✺

    We have a monitoring center and analysis solution support service for RoiBot users.

What’s inside

Intelex Insight has been building automated business analytics solutions for over 10 years. We gather data from different sources (e.g. accounting software, cash or warehouse systems, Excel spreadsheets) and automatically generate up-to-date reports.

Often, data from a single source is not enough to make decisions. You need to compare the purchase price as well as labour and production costs. Our RoiBot Finance collects the data in a data warehouse. In the data model, the data is organized and KPIs are displayed to the end user through Power BI views.

Power BI is the most reliable, convenient and fastest solution available on the market, designed to aggregate data from disparate systems, present it in a unified format, analyse and report it. An added benefit is clear and easily customisable report views that are easily shared between different departments and locations.

Our goal is to have a business software solution designed for finance managers that covers 80-90% of your daily needs, and with KPI metrics selected according to your needs, you can easily develop and enhance it later.

RoiBot Finance standard features:

  • Financial analysis, financial measures and dimensions from the general ledger

  • Budgeting

  • Standard reports

  • Cost overview

  • Budget comparison

  • Income statement.

Users can view in detail which invoices are outstanding or track expenses by department or cost base, etc. KPI metrics in the views can be easily modified.

What makes us different?

We promise that you can prepare a budget in just 15 minutes. It's simple, fast, convenient and understandable for everyone. Budgeting is no longer a separate process, but part of a seamless planning process that saves you time and nerves. Existing data such as customer information, sales figures, production costs, etc. take on new meaning when RoiBot breathes life into them.

It's a standard data analysis process that many companies do on a daily basis in various programs and eventually manually in Excel. Our tool automatically aggregates data from different sources: accounting or warehouse software, as well as Excel, and through a dedicated data reporting and visualisation environment (Microsoft Power BI), people can view, share and, if necessary, modify reports.

We believe that real change happens in partnership with our customers. RoiBot Finance is your financial planner and business analyst of the future. Our solution simplifies your day-to-day work, increases efficiency and provides valuable insight to help you make better decisions.

Great user experience

Our solution is designed to be simple and logical, allowing each user to create a view that suits them based on the KPI metrics they choose. After installing Roibot Finance, we will conduct in-depth Power BI training on how to use, create and modify views for all users, you will have full control over your data at all times and you can change the settings of formulas, dimensions and permissions if you wish.

RoiBot Finance is a cloud-based solution, which means that you do not need to install any separate software. All your data is securely stored in a data warehouse, so you can use your financial analysis tools anytime, anywhere.

RoiBot Financials & Budgeting is a ready-made financial analysis solution. We take care of everything, from implementation to monthly upkeep, updates and server maintain.

Implement a thorough financial analysis solution

  • Integrate general ledger entries, profit statement and balance sheet schemas, list of accounts, objects of expenditures and global dimensions. 

  • Enjoy ready-made dashboards like "Profit statement", "department manager overview" and a wide range of KPI-s. 

  • Create new dashboards with industry-leading Power BI analytics platform. 

  • Take budgeting process to a new level through collaboration, commenting, creating sub-categories and instant comparison with actual results. 

  • Create new insights through your own calculations and custom schemas. 

We have experience of interfacing with the most widely used business software:

✺ Frequently asked questions ✺

  • It is possible to import data from virtually any digital data source including Excel spreadsheets. To do this, the Excel file must be available for querying the data warehouse, either in a shared directory or in the cloud.

    If possible, we recommend using a medium other than an Excel spreadsheet as a data source. The main risk with Excel is the potential errors that can occur when modifying the data, as Excel does not usually have any data quality rules.

    Nevertheless, Excel spreadsheets are sometimes a necessary source of information to ensure the integrity of the data in the data warehouse.

  • Our main technology partner is Microsoft, so we recommend using Microsoft SQL as the data warehouse platform. This can be deployed through cloud technology from Microsoft Azure solutions or through classic MS SQL Server. In addition, we have also developed data warehouses on PostgreSQL and Vertica platforms.

  • Most of our clients use Microsoft's business analytics platform, and according to the client's needs, this generally means:

    -> Azure cloud services

    -> MS SQL Server with SSIS and SSAS services.

    -> on-premise solutions with Power BI Report Server

    -> Microsoft Power BI business analytics platform for data visualization.

    As our solutions are designed according to industry best practices, they can be made compatible with other BI platforms, for example, we have customers using Power BI and Tableau in parallel, as well as Power BI and QlikSense.

    But Microsoft's comprehensive analytics platform is rated the best in the world (see for example Gartner's Analytics and Business Intelligence Platforms analysis). As it is also better priced than other platforms, we have generally concentrated on Power BI-based solutions.

  • We've done so many different business analytics solutions that we have a pretty good idea of how much work needs to be done to create different solutions. First, you need to describe the data source (input data) and the desired end result (output). From this, we can give a pretty accurate volume estimate.

    For more complex solutions, it is sometimes wise to do a little analysis and identify the key nuances, but we will approach this as appropriate.