Quickbi is a preconfigured SaaS platform for financial Business Intelligence, directly connected to your ERP through proprietary connectors.
It offers an agile, secure, and accessible solution to transform how companies manage and access their financial information, accelerating decision-making.
Consolidation of all data in a single dashboard. Financial data is no longer scattered across spreadsheets, ERPs, CRMs, etc.
Reports are generated instantly, reducing costs and human errors
Quickbi provides real-time reports on key financial metrics, accessible to everyone, anytime
Quickbi provides a single source of data, ensuring teams no longer rely on conflicting information for decision-making
Simplify integration with your ERP systems. Connect, map, and access your financial data in minutes, not weeks.
We securely connect to your ERP. We support the leading systems on the market.
Define and adjust how your accounts are grouped in minutes: with mapping, you can easily assign each account to the P&L, Balance Sheet, and Cash Flow levels you need.
Access detailed financial reports and real-time analysis. Make truly data-driven decisions.
Connect with the leading ERP systems on the market. Our platform supports the most in-demand integrations for companies of all sizes.
Custom income statement reports. Create your own formulas to calculate the metrics that matter most to your analysis.
Monitor incoming and outgoing cash flows to ensure liquidity
Compare your actual metrics against your budget(s)
With Quickbi, you’ll be able to identify which clients, divisions, and departments are profitable — and which are not.
Conexión directa a tu ERP
1 Informe de PL y BS
8 actualizaciones diarias
1 Usuario de gestión
Logo y colores corporativos
Conexión directa a tu ERP
2 Informes de PL y BS
8 actualizaciones diarias
2 Usuarios de gestión
Logo y colores corporativos
¿Necesitas más? Si quieres un estudio a medida y la instalación de Quickbi adaptada 100% a las necesidades de tu empresa, contáctanos.
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 invest heavily in custom development.
Quickbi was born from the combined experience of founders, CEOs, and CFOs who have led companies for over 20 years. They developed this tool to enable agile, visual, real-time decision-making — without technical dependencies. It’s a solution built by those who have faced the real challenges of running a business.
Built by C-Levels, for C-Levels.
Quickbi is currently optimized to integrate with leading ERPs such as NetSuite, SAP Business One, Oracle, IFS, and Pennylane — but we can connect to any system that supports direct or API-based integration.
No. Quickbi is designed so that finance teams can use it without technical knowledge — though we also offer advanced features for more analytical profiles.
Yes, although it comes preconfigured, it can be tailored to your specific needs by adding KPIs or integrating other data sources.
In most cases, Quickbi is up and running within two weeks, depending on the customized data configured in NetSuite and how the account mapping is structured.
Quickbi includes dashboards for sales, margin analysis, budget variances, working capital, accounts aging, and more.
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 into your own domain. In that case, the security and access control of the embedded report are managed by your 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 carried out through secure tokens that automatically renew every 60 seconds, ensuring a protected and real-time connection.