Merit Aktiva data. Your finance model.
- 01Merit Aktiva
- 02API ingestion
- 03Fabric
- 04Management reporting · Budget and forecast
Want to compare Merit Aktiva actuals with your budget? We start with your chart of accounts and a monthly report, then agree how accounting balances map to your report lines.
What do you get?
A finance model with agreed report lines: actuals, budget and forecast. Entity coverage, currencies and intercompany treatment are agreed in the review.
Where do we start?
- Access: we check your Merit Aktiva plan and data availability.
- Mapping: we align the chart of accounts with your management reporting.
- Reconciliation: we compare balances for an agreed period with your accounting records.
What can we build on?
Previous Power BI experience with Merit Aktiva data. We assess the Fabric connection and its scope separately, against your data.
What do we need from you?
An entity list, a sample monthly report, your chart of accounts and a finance owner. We agree API access with IT and the administrator. No keys or financial files are needed for the first conversation.
Can the budget stay in Excel?
Yes. The planning approach follows your workflow. The review identifies what to connect and what to change.
What comes next?
A finance review: solution options, cost assumptions and implementation scope. Price on request.