One P&L for every question.
From the client’s ERP to the decision: data leaves your system, becomes a consolidated P&L and arrives with the analyst’s read ready.
From your ERP to the decision. No rekeying.
“The 29-store P&L closed the day accounting closed. Nobody opened a spreadsheet.”
Source. The agent — our technology, installed on your server — reads the ERP or DMS at the source, read-only. Nothing changes in your system.
Validation. Every batch is checked by double-entry: what doesn’t balance doesn’t get in — and the reason is logged.
Mapping. Entries land in the group’s chart of accounts, store by store, brand by brand — every company speaking the same language.
Living P&L. Closed together with accounting. Every line carries vertical and horizontal analysis, the gap against budget and your benchmark — and opens down to the entry.
Analysis. AI crosses the closed P&L with budget and targets, points to the deviation that matters and suggests the next step — ready to become an action plan.
EBITDA closed at 3.1% — below the 4.0% target and the industry average. The cause is new-vehicle gross margin: down from 5.8% to 4.6%, with average discounts of 3.4% off list at Loja Centro and Loja Litoral. Suggestion: require manager approval for any discount above 2.5%.
The close becomes a process — not a scramble
Every period opens with the group’s schedule: tasks per store, each with an owner and a deadline. Blockers surface before they become delays — and the P&L only closes when the board is clear.
Your targets and the market, side by side
Each organization sets its own targets — per region, banner or category — and the General cell is the default where no specific target exists. In the analysis, AI weighs both rulers: your target and the industry average.