Typical KPIs
- Revenue, costs and profit
- Cash-flow indicators
- Open items
- Operational KPIs
- Month comparison and deviations
Solutions
Solutions for automated monthly reports
Klarzahlen helps where numbers from several systems must be joined, checked and reported on regularly – for SMEs, accounting firms, finance teams and online shops.
Solution 1
SME monthly report
For management, finance and controlling teams that no longer want to collect revenue, costs, profit, cash flow, open items and operational KPIs manually every month.
Value
The monthly report is produced repeatedly from a clean reporting foundation and remains traceable.
Typical sources
Bexio, Excel/CSV, ERP, CRM, operational databases or other sources, depending on system check and pilot scope.
Starting point
A first management report with narrow scope before adding more KPIs, teams or exports.
Solution 2
Accounting firm client report
For accounting firms that want to standardize recurring reports for several clients and reduce manual Excel steps.
Value
Client reports become more reusable, more consistent and easier to review.
Typical needs
- Manage several clients separately
- Build reusable monthly reports
- Combine accounting and operational data
- Make open points and deviations visible
- Reduce manual Excel steps
Client separation
Companies, sources, reports and access are structured so several customers remain separated cleanly.
Starting point
One recurring client report as a pilot before adding more clients or report templates.
Solution 3
Database and reporting foundation
For companies where reports are slow, manual or hard to trace. Klarzahlen helps structure data sources, prepare raw data and build a reusable foundation for monthly reports.
Typical result
A structured reporting foundation on which monthly reports, dashboards, exports and KPIs run faster and are easier to understand.
Typical starting point
- Reports are rebuilt in Excel every month
- Data is spread across several systems
- Calculations are not documented
- Dashboards load slowly or show conflicting numbers
- There is no clean foundation for recurring analysis
Typical sources
- Bexio, Abacus or other accounting systems
- Excel/CSV files
- Shopify or WooCommerce
- Google Ads, Meta Ads or other marketing data
- CRM/ERP, SQL databases, operational databases or APIs
Starting point
We first review which data foundation already exists, where reports are slow today and which KPIs should be built repeatedly.
Solution 4
Online shop margin report
For Shopify and e-commerce shops that want to see real margin after ads, shipping, returns, payment fees and product costs.
Value
Shop revenue, marketing costs and operational costs are viewed together instead of isolated in separate tools.
Typical sources
- Shop systems, e.g. Shopify or WooCommerce
- Marketing platforms, e.g. Google Ads or Meta Ads
- Payment, shipping, returns or accounting data
- CSV/Excel or databases
Key KPIs
- Revenue and orders
- Margin and product profit
- Ads, returns and shipping
- Payment fees and campaign performance
Typical result
A clear margin report that combines shop, marketing and finance views without manual Excel consolidation.
Pilot
Individual reporting pilot
If your sources are not standardized, Klarzahlen starts with a small reporting pilot: check sources, build the first monthly report, validate KPIs and prepare recurring refreshes.
Approach
Check feasibility and value first, then build a scoped production-near monthly report.
Next step
Start with a free initial consultation.
We first clarify the broad fit. The paid system check then reviews data sources, current reports, and sensible pilot scope in detail.