Too much Excel
Recurring analyses cost time every month.
B2B reporting for Switzerland and DACH
Automated monthly reports for SMEs and accounting firms
Klarzahlen connects Bexio, Excel, Shopify, ad data, accounting and operational data into a clean reporting foundation – for clear monthly reports with revenue, costs, profit, cash flow, open items and deviations. For SMEs, accounting firms and finance teams that no longer want to build monthly reports manually in Excel.
- Swiss provider
- Clean reporting foundation
- Separate client workspaces
- Faster report runs
- Visible data quality
AudiencesSMEs, accounting firms, online shops, finance and controlling teams
SourcesShop, marketing, accounting, CRM, ERP, databases and files
OutcomeClear reports, dashboards, KPIs and refreshes
EntryFree initial consultation before system check, pilot, or business package
Problem
Many reports are still created manually
Revenue data sits in the shop system, marketing costs in ad platforms, accounting data in ERP or finance tools, and operational data in databases or spreadsheets. At month-end, this information often has to be collected, checked and explained manually.
Separated data sources
Shop, marketing, finance and CRM data are often disconnected.
KPIs arrive too late
Decisions are based on reports that are created after the fact.
Slow or unstable reports
When data is collected, filtered and calculated again each month, reports become slow, error-prone and hard to trace.
Solution
From data chaos to recurring monthly reporting
Klarzahlen starts with a concrete reporting problem, connects the right sources and builds a clean data and KPI foundation. Reports are not rebuilt every month, but run repeatedly, faster and with clearer traceability.
01
Define the report goal
We clarify which monthly report is really needed: finance, clients, e-commerce or management.
02
Connect or import sources
Bexio, Excel/CSV, Shopify, Google Ads, Meta Ads, CRM, ERP or databases are structured into the process.
03
Build data foundation and KPIs
Raw data is structured, cleaned and turned into traceable KPIs such as revenue, costs, profit, cash flow and open items.
04
Operate recurring reports
Reports are refreshed regularly, data issues become visible and exports can be provided as dashboard, PDF or Excel.
Solutions
Solutions for recurring monthly reports
SME monthly report
For management, finance and controlling teams that no longer want to collect revenue, costs, profit, cash flow, open items and operational KPIs manually every month.
KPIs: Revenue · Costs · Profit · Cash flow · Open items · Deviations
Accounting firm client report
For accounting firms that want to standardize recurring reports for several clients and reduce manual Excel steps.
KPIs: Clients · Monthly report · Accounts · Open points · Deviations
Database and reporting foundation
For companies where reports are slow, manual or hard to trace. Klarzahlen structures raw data, KPI logic and data quality for recurring reports.
KPIs: Data sources · SQL · Data quality · KPI logic · Exports
Online shop margin report
For Shopify and e-commerce shops that want to see real margin after ads, shipping, returns, payment fees and product costs.
KPIs: Revenue · Margin · Ads · Returns · Shipping · Product profit
Workflow
Why Klarzahlen is more than a dashboard
Many BI tools display data. Klarzahlen also helps organize the reporting foundation behind it.
Structure dataBexio, Excel, Shopify, ads, ERP, DB
Speed up reportsPrepare recurring refreshes
Make numbers traceableKPI logic, quality, deviations
Monthly reportDashboard, PDF, Excel, hints
Capabilities
More than a dashboard
Klarzahlen does not only display numbers. It connects sources, prepares raw data, improves the reporting foundation and makes recurring reports faster, more stable and easier to trace.
Database and reporting foundation
Raw data is not only displayed, but structured and prepared for recurring reports.
Faster report runs
Recurring KPIs do not need to be recalculated manually every month.
Data models instead of Excel chaos
Revenue, costs, products, customers, clients and periods are brought into an understandable reporting model.
Data quality and plausibility
Missing values, stale data, duplicates or unclear mappings become visible.
Traceable calculations
KPIs remain explainable: source, rule and period should be traceable behind a number.
SQL, databases and exports
Where useful, Klarzahlen works with databases, SQL, APIs and exports so numbers remain usable.
Scheduling
Make recurring refreshes predictable and keep data freshness visible.
Roles and permissions
Control access for companies and teams.
Trust
Built for B2B data
- Tenant separation for companies and teams
- Roles and permissions
- Careful handling of credentials and connectors
- Traceable data processes
- Swiss provider focused on SMEs and accounting firms
- DPA/legal documents remain available on legal pages
Transparent start
Demos, pilot cases and references will be added once real projects are approved for publication. Until then, Klarzahlen shows product functions, use cases, refreshes, logs and monitoring without invented customer logos.
Free initial consultation
Find out which monthly report is worth building.
In the free initial consultation, we clarify at a high level whether Klarzahlen fits your reporting problem. Detailed technical analysis follows in the paid system check.
- Briefly frame the current situation and goal
- Assess whether Klarzahlen is generally relevant
- Clarify the next step toward system check or pilot
Result: you know whether Klarzahlen makes sense for your case without starting a large project immediately.
info@klarzahlen.ch
Typical reply within one business day