Function · Finance & Controlling

When the BI report reconciles to the penny,
your team will stop exporting to Excel.

For CFOs, FP&A managers, Controllers, and Treasury teams who have learned, through experience, that no BI system has yet matched the auditability of their spreadsheet models. We start by earning the reconciliation, not promising it.

Cluster α · Stewards of Numbers
Roles served CFO, Finance Director, FP&A, Controller, Treasury
Trust threshold GL reconciliation to the penny

We Speak Your Language

Excel is not the problem. It is the institutional memory of the company.

Finance professionals are the most rigorous data consumers in any organisation. You will not trust a BI report until it reconciles to the penny with your GL. Your Excel models are not a workaround. They are auditability, flexibility, and the encoded knowledge of years of close cycles.

Most BI initiatives in finance functions fail at the same moment: when the new report shows a number that does not match the spreadsheet. The system is then declared unreliable, the project is paused, and the team returns to the model that always reconciles. WizEmp builds reports that reach reconciliation before they reach the user.

The approach is augment first, replace never. The semantic model feeds the spreadsheet with governed data so the institutional models keep working. Then, gradually, the BI report demonstrates that it can answer the questions the spreadsheet was answering, with less risk and less manual work. The decision to retire a model belongs to the team that built it.

Vocabulary that matches your role

P&L & Margin

Revenue, COGS, gross margin, EBITDA, OPEX/CAPEX, contribution margin, product profitability

Cash & Working Capital

Operating cash flow, DSO, DPO, DIO, cash conversion cycle, working capital, FX exposure

Planning & Control

Budget variance, forecast accuracy (MAPE), accruals, provisions, month-end close time

Group & Consolidation

Intercompany elimination, transfer pricing, currency translation, consolidation adjustments

How Wit Interviews You

Wit asks Finance the questions Finance is rarely asked.

The Wit interview for Finance personas is structured, precise, and anonymous. It is designed to surface the decisions currently made on intuition, the spreadsheets nobody officially owns, and the reconciliation rituals that consume the last week of every month.

Finance personas respond to specificity. Wit does not ask "what would you like in your dashboard." Wit asks what financial decision you currently make based on gut feel that you wish you could make based on data. Wit asks what variance percentage triggers escalation, and whether that threshold is written anywhere. Wit asks what arrives last in your close cycle.

The interview is async and anonymous. A Controller can name the legacy reconciliation that has needed to be replaced for three years without naming the person responsible for keeping it alive. A CFO can describe the board number she trusts least without making it a political event.

The output is the Finance section of the Shield of Truth: signed definitions for every revenue, margin, and cost figure that matters; the close timeline mapped to data arrival; the reconciliation work that the new architecture must preserve; and the decisions the report is built to support.

What Your Reports Look Like

A Cockpit your team opens before they open Excel.

The Finance Cockpit is built around your close cycle, your decision rhythm, and your audit responsibilities. Every report follows the Overview, Exploration, and Detailed structure: the CFO sees the headline in 10 seconds, the FP&A team navigates to the variance in 90 seconds, the Controller drills to the source transaction in two minutes.

Power BI Cockpit · Finance Configuration

Your navigation hub. Every number traces back to the source.

Financial HUD

Revenue vs. budget & forecast Gross margin & EBITDA position Cash position & working capital

P&L Report

Overview for the CFO Exploration for FP&A Detailed for Controllers

Budget Variance

Actual vs. budget vs. forecast Variance commentary fields Threshold-driven escalation

Working Capital

DSO, DPO, DIO trend Drill-down by BU and customer Cash conversion cycle

Forecast Accuracy

MAPE by category and BU Forecast vs. actual roll-forward Bias tracking

Consolidation View

Intercompany elimination status FX translation impact Entity-level audit trail

"Every number you see is the number Finance signed off on. The Metrics Dictionary makes that explicit. The Data Dictionary defends it in front of the auditor."

Start Here

Bring the reconciliation you cannot afford to lose. We will design around it.

The first conversation takes 30 minutes. We will tell you whether Wit is the right fit for your finance function before we propose anything. Bring your close timeline, your three most-trusted spreadsheets, and the variance question you cannot currently answer.

Reveal the Hidden. Automate the Mundane. Secure Your Global Growth.