Case study / SaaS / Reporting

How Honeysales processes more than 827,000 data points at the push of a button and automated its reporting.

Finton connects DATEV raw data, budget, bank transactions and invoice data in an automated reporting system. Monthly reporting and liquidity tracking run in Google Sheets with drill-down to posting level.

>827k

data points processed at the push of a button

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Company profile

Honeysales

01

B2B SaaS company with internal and external monthly reporting

02

Automated reporting solution in production for more than twelve months

03

Google Sheets as the familiar Finance workspace

04

Continuous support and same-day updates by Finton

What the Finance solution needed to achieve.

01

Make aggregated accounting data from the tax advisor comparable with the budget

02

Establish a clean and efficient actual-versus-budget comparison

03

Automate manual monthly reporting and liquidity tracking

04

Make monthly budget variances and their causes transparent

Data foundation

The data foundation behind the model.

01

DATEV raw data

Posting-level accounting data from January 2024 through year to date

02

Honeysales budget

2025 budget in the Finton Reporting Engine format

03

Bank transactions

Current payment movements for liquidity tracking

04

Invoice data

Open and planned cash inflows and outflows

Architecture and implementation

From separate data to a production Finance workflow.

Finton combines source data, Finance logic, controls and delivery in one maintainable operating model.

01

Raw-data integration

Accounting data is imported from DATEV at posting level

02

Automated mapping

Accounts and postings are transformed into the budget format

03

Reporting engine

Actuals and budget are combined in one consistent logic

04

Continuous operation

Same-day updates and ongoing white-glove support keep the system current

Operational output

What Finance receives in ongoing operations.

The solution delivers decision-ready outputs in the client's existing system landscape.

01

Monthly reporting

Actuals versus budget, P&L, balance sheet and cash flow in Google Sheets

02

Drill-down

Every figure can be traced to posting level

03

Weekly liquidity tracker

Accounting, bank transactions and invoices are processed together

04

Familiar workspace

Finance works directly in Google Sheets rather than another system

Business impact

Measured impact in the Finance workflow.

01

>827k data points

The reporting foundation is processed at the push of a button

02

More than twelve months

The automation has remained in operational use

03

Actual versus budget

Budget variances are reported consistently and transparently each month

04

Less manual work

Reporting and liquidity tracking require less time and coordination

05

Same-day updates

Changes can be incorporated into ongoing reporting at short notice

“Our internal and external reporting relies heavily on Finton's reporting automation solutions.”

Stefan Meyer

Co-Founder & CFO/COO, Honeysales

Your Finance workflow

Where could better data logic reduce manual work and uncertainty?

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