Financial Controlling

Finance control that does not start in a spreadsheet

In many companies, the current finance picture appears only after someone rebuilds it in a spreadsheet: sales invoices in one place, expense documents in another, then projects, categories, and months stitched together manually. This works while the company has few documents and a simple revenue structure. Later, the report ages quickly and management makes decisions on data that needs manual refreshes.

Altera gives a fast view of revenue, costs, and financial result based on documents that are already in the system. Controlling becomes a natural extension of sales and expense invoice work, not a separate reporting exercise after the fact.

A dashboard at the start of the app

When users enter the app, they see a dashboard with core finance data: revenue, costs, profit, receivables, projected cash flow, and the company finance pulse. It is a quick control screen for people who need to know immediately whether the situation requires attention.

<PHOTO: Altera dashboard with revenue, cost, profit, receivables, cash flow, and finance pulse cards>

The Finance module for deeper analysis

The dashboard answers what is happening now. The Finance module lets users go deeper and inspect where the results come from. Data can be analyzed by revenue and costs, projects, sales and cost categories, and monthly or yearly periods.

That matters because the company result alone is rarely enough. The breakdown shows which projects generate margin, which cost categories are growing too quickly, and where the result needs a closer look.

<PHOTO: Finance module with revenue, costs, projects, categories, and period breakdown>

Data from sales and expense invoices

Controlling in Altera is based on data from sales invoices and expense invoices. When documents are issued, received, described, and categorized in one place, the finance report can use the same data instead of becoming a separate file prepared afterwards.

This reduces manual retyping, copying values between spreadsheets, and rebuilding document context. Categories, projects, and dates come from the documents, so analysis stays close to the daily finance workflow.

<PHOTO: invoice details with assigned project and category used in finance reporting>

Revenue, costs, and project profitability

The Finance module shows how revenue and costs are distributed across projects and categories. For management and CFOs, that means quick access to profitability without waiting for a separate report.

The analysis helps answer practical questions: which projects actually make money, which cost areas weigh on the result, how the month looks, and whether the trend is changing over time. Instead of one aggregated result, the company sees the structure behind it.

<PHOTO: project profitability analysis with revenue, costs, and result>

Month, year, and sales date

Financial reports in Altera can be analyzed monthly and yearly. Data is based on the sales date from the document, so revenue and costs land in the period they actually relate to.

Reports are currently calculated on net values. We are also developing a gross view so companies can match analysis to their process and to the needs of the people using the reports.

<PHOTO: monthly and yearly view switch in the Finance module>

For management, CFOs, and finance teams

Financial controlling is especially useful for management, CFOs, and finance teams that need a fast view of data without involving accounting or an analyst every time they ask about the result.

It also fits project and service companies that need to see profitability by project, category, and period. The more documents and areas of activity a company has, the more value it gets from having the data organized in one system.

Without spreadsheets as the center of controlling

The biggest value appears when the company stops treating spreadsheets as the primary place for finance control. A spreadsheet can still support additional analysis, but it does not need to be the only source of truth for profitability, costs, and revenue.

Altera gives a current view of finance data based on documents already moving through the company. Management and finance teams can spot trend changes faster, check project results, or review cost structure without rebuilding a report from scratch.