Use case

Consolidated reporting across a distributed business.

Multi-location and multi-entity organisations spend a disproportionate amount of time collecting the same information from each part of the business, reconciling it and formatting it. Datox automates that collection and consolidation layer.

Pain points

The same numbers, collected by hand, every month

Distributed businesses often run reporting through a monthly collection exercise: templates emailed out, returns chased, workbooks consolidated, differences investigated in the last two days before the deadline.

Returns submitted in inconsistent formats and at inconsistent times.
Local systems that differ by location, entity or franchise.
Definitions interpreted differently across the organisation.
Consolidation logic held in a workbook maintained by one person.
Little time left for analysis once the pack has been assembled.

Applications

What gets automated

Financial consolidation

Ledger and trial balance data from each entity mapped, converted and consolidated automatically.

Operational reporting

Volume, service and KPI data collected from local systems and reported on common definitions.

Management packs

Board and management reporting assembled from the consolidated financial and operational data.

Exception reporting

Variances, outliers and missing returns surfaced during the cycle rather than at the end.

Outcome

Shift the cycle from collection to analysis

When collection and consolidation are automated, the reporting calendar changes shape: numbers are available earlier and the remaining time is spent understanding them.

What teams gain

Earlier visibility of results within the cycle.
Consistent metrics across locations and entities.
Fewer versions of the same number in circulation.
Capacity redirected from assembly to analysis and action.