From QuickBooks and Excel to one set of financials
Cora: organic period and body care. United States.
- At a glance
- The challenge
- The P&L and financials lived in QuickBooks and in Excel files, with nothing reconciling them.
- What we built
- A unified database with business rules, and a custom Power BI dashboard for the finance team.
- The outcome
- One set of figures, less manual work and fewer data errors.
What changed for Cora.
- The P&L and financials sat in QuickBooks and in separate Excel files.
- There were no reconciliations between them.
- Figures were checked by eye.
- One unified database feeds the reporting.
- Business rules apply the same logic to every figure.
- The finance team works from one Power BI dashboard.
The work, piece by piece.
Unified database
The data from QuickBooks and from the Excel files, brought together in one database.
Business rules
Rules that set how figures are classified and calculated, applied the same way every time.
Power BI dashboard
A custom dashboard for the finance team, built on the unified data.
What Cora gained.
What did Lole Works do for Cora?
Cora is a United States brand of organic period and body care. Its P&L and financials lived in QuickBooks and in separate Excel files, with no reconciliation between them, so the finance team checked figures by eye. Lole Works built a unified database that brings the QuickBooks data and the Excel files together, added business rules that classify and calculate every figure the same way, and built a custom Power BI dashboard on top for the finance team.
The finance team now works from one set of figures. The result is less time spent on manual work, fewer errors from re-entering data, and more reporting capacity without hiring.
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