Data Management & Analytics
We collect and organize your financial data in one place, then build AI-assisted reports that show what changed and where to look next.
Talk to us- Spreadsheet
- Database export
- Form
One organized store
Report
The problem
Ledgers sit in one system, transactions in another, and the monthly report is a spreadsheet someone rebuilds by hand. By the time it is ready the numbers are weeks old, and two people in the same meeting can be holding different versions of them.
What we do
- Bring financial data from the systems, files and documents you already use into one organized store
- Clean and standardize records so each customer, account or vendor appears once
- Automate the processing so new data is checked and loaded without anyone copying it across
- Build reports around the questions your finance, risk management and compliance teams ask every week
AI-assisted tools
AI-assisted tools draft each report from your own records: the figures, and a short written summary of what moved since the last period, so a manager can see where to look first.
Who it's for
Companies whose reporting still depends on spreadsheets and manual exports, and teams that want their financial data to show them where risk is building up. We work with businesses in banking and financial services, insurance, manufacturing, logistics, healthcare, technology, travel and hospitality, and education.
Other services
- Crypto & DeFiTraining on crypto and decentralized finance (DeFi), checks of records held on a blockchain, and data pulled from public blockchains into reports.
- IT Business Analysis & Project ManagementIT business analysis that turns what your team needs into a written plan, and project management that tracks it against schedule and budget.
- Website/App Design & DevelopmentWe design, build and host websites and apps, with the data they collect organized and ready to report on.
- Financial ManagementFinancial data management for risk management and regulatory compliance, with AI-assisted checks that surface problems while they are small.
Tell us about the work you need done
Describe the report you wish you had, or the check that takes your team the most time. Or email us directly at info@bdmnj.com.