Finance

Talk to your financial data

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.

ExampleOperating expenses
Decides: Financial controllerDecides: Financial controllerDecides: Financial controllerDecides: Financial controller

How it works in practice

A question in plain words

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.

  1. 01Choose one process
  2. 02Connect one system
  3. 03Work on real tasks
  4. 04Measure and decide

Your data already belongs to you. Your AI should too.