Quickbi is a ready-to-use SaaS platform for financial Business Intelligence, seamlessly integrated with NetSuite using proprietary connectors.
It’s an agile, secure, and accessible solution that transforms the way companies manage and access financial data—empowering faster, smarter decision-making.
Consolidation of all data into a single dashboard. Financial data is no longer scattered across spreadsheets, ERPs, CRMs, and more.
Reports are generated instantly, reducing costs and human errors.
Quickbi provides real-time reports on key financial metrics, accessible to everyone, anytime.
Quickbi provides forecasting tools to anticipate financial performance and accelerate decision-making.
Visualize income and expenses in real time
Monitor incoming and outgoing cash flows to ensure liquidity
Compare budgets with actual performance across departments
Use predictive analysis for accurate financial planning
Direct connection with NetSuite
P&L and Balance Sheet Reports
Updates every 12 hours
1 Management User
Custom Styles
Direct connection with NetSuite
2 P&L and Balance Sheet Reports
Manual Updates
2 Management Users
Custom Styles
Need more? If you want a tailor-made analysis and a fully customized Quickbi setup to match your company’s needs, contact us.
Unlike generic tools, Quickbi is already connected to NetSuite and preconfigured with key financial KPIs, sales reports, working capital, and P&L. You don’t need to start from scratch or make significant investments in custom development.
Quickbi was born from the accumulated experience of founders, CEOs, and CFOs who have led companies for over 20 years. They developed this tool to make decision-making easier—agile, visual, connected in real time, and free from technical dependencies. It’s a solution created by those who have experienced firsthand the challenges of running a business. Built by C-Levels, for C-Levels.
Currently, Quickbi is optimized for integration with NetSuite, and connectors for other ERPs like SAP Business One are under development.
No. Quickbi is designed so that finance teams can use it without technical knowledge, although we also offer advanced features for more analytical profiles.
Yes, although it comes preconfigured, it can be adapted to your specific needs by adding KPIs or integrating other data sources.
In most cases, Quickbi is up and running within about two weeks, depending on the custom data configured in NetSuite and how the account mapping structure is set up.
Quickbi includes dashboards for sales, margin analysis, budget variances, working capital, account aging, among others.
Quickbi uses Power BI as its visualization tool. To edit measures, tables, create alerts, or share reports, a Power BI Pro license is required. There’s also the option to embed reports in your own domain. In this case, report access and security management are the responsibility of the domain administrator.
All information is stored on secure Microsoft Azure servers, with encryption at rest and encrypted connections via digital certificates. The integration with NetSuite is done through secure tokens that automatically renew every 60 seconds, ensuring a protected, real-time connection.