Automate your FP&A reporting, live in as little as a day.
Our forward-deployed engineers work inside your team, set Uptio up on your data, definitions and company context, and stay until the answers are right.
Book a demoEngineers inside your team
Our engineers work with your finance team, from the first call to the first report.
Set up on your business
Your data, hierarchies, definitions and business rules, mapped and checked.
Right before you rely on it
Your team checks the figures with us before the first report goes live.
Most AI tools leave the hard part to you. We don't.
We do the work. You confirm it's right.
| Doing it yourself with AI |  | |
|---|---|---|
| Data | You clean and format it | Our engineers map and check it |
| Setup | You write and maintain the prompts | We set up your context, definitions and rules |
| First report | You build it on your own | We build it with you |
| Checking | You check every answer against the ledger | Your team confirms the first report |
| Consistency | Everyone builds their own version | One set of numbers for everyone |
From first call to first report
We start with the outcome you want, the questions and the decisions they support, and work backwards. One area, one report. Typically days, not months.
- 01
Discovery
Pick one area, such as sales performance. Send an export and choose up to 5 report sections, with 3 to 5 analyses under each.
- 02
Alignment
We load your company context and set Uptio up on your business. You confirm the hierarchies, definitions and what should be flagged.
- 03
Go live
Your first report goes live. Your team checks it against what they already know, and we fix anything that's off.
- 04
Refine and expand
We tune it for the people who read it, then agree the next area.
We work with you to identify your highest impact areas. See Uptio work on your data.
Start with one area. Grow from there.
Most finance teams start with sales and margin. Once Uptio knows your business, the next area, such as purchasing, customers and channels or store performance, builds on the same hierarchies, definitions and rules. Each one is quicker to set up than the last, and everyone still works from one set of numbers.
Sales and margin analysis
Which products, customers and channels are moving margin, and why.
Purchasing and supplier analysis
Where supplier costs and volumes are shifting, and who needs attention.
Customers and channels
See which customers and channels are growing, which are slipping, and why.
Store and branch performance
Which sites are ahead, which are behind, and what's driving the gap.
