Answering a simple question about the numbers often takes days of exports and spreadsheets. Bastion works with your ERP and BI and explains the numbers down to the postings.
ERP · general ledgerBI · cost centersWithin your access rights
41.2MAugust
+2.9MLogistics
+1.8MRepairs
−0.6MRent
+0.3MOther
45.6MSeptember
Logistics +2.9MThree new routes from 1 September
5120 Freight, new routes5134 Fuel surcharge
Repairs +1.8MPump station overhaul
6210 Work order 88
Rent −0.6MWarehouse lease ended
7010 Lease closed in August
Other +0.3MSeveral small items
Seven accounts
Operating expenses rose by 4.4M, or 10.7%. Most of the increase comes from logistics after three new routes opened on 1 September, and from the pump station overhaul.
The CFO wants to know why operating expenses rose in September. Nobody has to order a report or build a new dashboard. The question goes to Bastion exactly as it was asked.
Decides: Financial controller
“Why did operating expenses rise in September?”
Data from your systems
Bastion pulls the general ledger from ERP and cost center data from BI, within the access rights of the person asking. It compares September with August and with the budget, and notes where the data comes from.
Decides: Financial controller
Operating expenses: 41.2M in August, 45.6M in September
The variance, broken down
The increase splits into drivers: logistics, equipment repairs, rent and a few smaller items. Every driver links to the postings and documents behind it, so anyone on the team can follow the logic and check it.
Decides: Financial controller
Logistics +2.9M, repairs +1.8M, rent −0.6M
A comment ready for management
Bastion writes a short comment for the management report in the format your team already uses. The financial controller reads it, adjusts it if needed and sends it on.
Decides: Financial controller
Comment drafted, waiting for the controller
More ways the team uses it
Budget versus actual
Ask: Show budget versus actual for the third quarter by division and explain the largest gaps.
You get: A table with explanations and links to the postings behind each gap.
Invoice review
Ask: Check this invoice against the contract and the delivery documents before payment.
You get: Matches and mismatches in prices, quantities and terms.
Board materials
Ask: Prepare a one page summary of the quarter for the board.
You get: A draft in your template with figures from your systems and their sources.
Works with
ERP and general ledger
BI and management reporting
Budgeting system
Spreadsheets on file shares
Contracts and primary documents
Bastion works with the laws and industry requirements of any jurisdiction. Your rules become sources it checks against.
Where we start
We start with monthly variance explanations for one cost area, where the same questions come back every month.
What we measure
Time to explain one variance
Time per task
Share of results with no edits
Number of runs
Pilot
Start with one process
A pilot takes three to four weeks. We choose one process with your team, connect one system and measure the result on real tasks.
01Choose one process
02Connect one system
03Work on real tasks
04Measure and decide
Your data already belongs to you. Your AI should too.