Your books are with the accountant, invoices in the ERP or an invoicing tool, hours and stock in spreadsheets. Nobody has the whole picture until the accountant closes the month. Beetl reads what you already have and turns it into one weekly list of what needs your attention, plus an assistant you can ask about your own figures. Nothing new to learn and nothing to migrate.
One person exports the same files every month and rebuilds the same view from them. When they are away, the month closes without it.
Two people quote different numbers for the same thing, and both can show their working.
When a figure gets questioned, tracing it back to the record it came from takes longer than producing the report did.
Beetl takes that work off the person doing it. The exports become a pipeline that runs on its own, the definitions get written down once, and every number keeps its link back to the row it came from.
Every open customer invoice by age, who is past their agreed terms, who is slowing down. It needs only the open-items list from your accounting.
It costs nothing, and it is also how we find out whether your data can carry the dashboards you want.
Dashboards are €75 a month each, and the first ones are built inside the setup. We quote the whole thing after the data check, when we know what your data actually holds.
Public digitalisation grants cover part of a setup like this in many regions. Tell us where you are based and we prepare the paperwork.
Every one reports on Monday what changed since last week. Filter by the kind of business you run. Three dots means the effect is usually five figures a year or a large one-off cash release.
17 of 17 dashboards
Cash
Every open customer invoice by age. Who is past their agreed terms, who is slowing down, and the oldest items.
The who-to-call list for this week. Anything over 60 days gets a second reminder.
A company with €6M revenue that collects five days faster has around €90,000 more on the account.
Cash
Supplier invoices still inside their discount window this week, what the discount is worth, and what was forgone last month.
Pay the ones on the list. Let everything else run to its due date.
2% for paying 20 days early is 36% a year. On €1M of purchases with terms on a third of it, €3,000 to €6,000 a year currently goes uncollected.
Cash
Average days from invoice to payment, by month and by customer.
Collection slowing shows here before it shows as overdue.
The trend the bank reads. Needs payment history on top of the open items.
Cash
Expected bank balance week by week, from open items on both sides plus fixed outgoings.
Payroll and VAT dates stop being surprises. A shortfall is visible weeks ahead.
Result
Revenue per month against the revenue needed to cover fixed costs, and each cost group against last year. All from the trial balance.
Read it on the 5th rather than in week three of the next month. See which cost group moved before the accountant tells you.
No euro figure attached. This is the dashboard that makes the others a habit, and the one the bank asks about.
Result
Margin per customer after discounts, returns and the effort they cause.
Which customers earn the margin, which to reprice, which to let go.
Result
List price to invoiced price, step by step: discounts, rebates, freight, terms.
Finds the discounts nobody decided to give, one product group at a time.
Result
Your purchasing prices and your selling prices as two index lines over 24 months, and the product groups where the gap is widest.
The basis for the next price round, one product group at a time.
On €1M of purchases where suppliers raised prices 3% and a third was never passed on, €10,000 to €15,000 of margin a year.
Result
Customers who ordered regularly and have stopped.
A call list for sales before the customer is gone for good.
Cheaper than winning a new one. Needs invoice history.
Result
Cost of goods, staff cost and gross operating profit against the published ranges for your category, monthly.
Where the hotel sits against the industry, from the trial balance alone.
Tied-up capital
Stock with no movement for a year, by value and by item.
Clearance candidates and the carrying cost on them.
Cash once, storage every year. Needs a stock list with movements.
Tied-up capital
How many days your stock covers, raw material against finished goods, by material group against a planning target.
Pause the open orders on groups already holding three months. Check the finished goods running under cover.
Every €100,000 of stock above plan costs about €15,000 a year to hold, and comes back as cash once when purchasing pauses.
Tied-up capital
Items close to running out, against lead time and open orders.
Fewer stock-outs on the items that sell, without raising stock overall.
Work
Quoted against actual per job: hours, material, subcontractors.
Which job types lose money and which estimator underquotes.
Needs digital hours.
Work
Billable share per person, and hours worked but never invoiced.
Hours found and invoiced this month, and a fair basis for capacity planning.
Twenty billable people at €90 an hour leak €13,000 to €27,000 a year in hours never invoiced.
Reconciliation
Shop or till sales against what reached the books, per day and channel.
Missing and double bookings found before the accountant finds them.
Reconciliation
Occupancy, average rate and revenue per available room, against last year.
Pricing and staffing by season from the PMS, without hand-built Excel.
Some need one more export, such as a stock list or hours per job. The data check tells you which apply to your data.
One system we read: Dynamics 365 Business Central, SAP Business One, ERPNext, Shopify, WooCommerce, Square, Stripe, your own database, or a spreadsheet export from the system that has no API. A file you send us once is not a source.
No. Beetl works on a copy and never writes back to your accounting or ERP. Access can be withdrawn at any time.
On European infrastructure in Germany, not on a US cloud, in per-tenant storage that belongs to you.
No. Owner, bookkeeper and sales lead look at the same figures for the same price.
€75 a month. The first ones are built inside the setup; anything the catalogue does not cover we build for your business case.
You send one export from the system that matters most. We tell you what it holds, how clean it is, and which dashboard would pay for itself first. It costs nothing.
Send us one export. We tell you what it holds, how clean it is, and which dashboard pays for itself first. It costs nothing.
Name the system it came out of and what you wish you could see. We come back with what the export holds and which dashboard would pay for itself first. Vienna-based, hosted in the EU.
