FOR CFOs, CONTROLLERS, AND MANAGERS

What's really on your mind right now, ?

Before we talk about technology:
What business challenge are you facing? Select your situation—we’ll show you the direct path to a solution.

SELECT YOUR SITUATION

Click on the topic that’s on your mind right now:

Currently in high demand

Liquidity — I'm losing track

"Do you know today what your cash position will look like tomorrow?"

Your OPOS list is days old. The payment schedule is based on estimates. Potential discounts expire unnoticed. Cash flow problems are on the horizon—but you don’t see them until it’s almost too late.

Planning & Controlling

Establishing or Realigning Controlling

"Do you have a controlling function—or just reports?"

There are plenty of numbers. But they come too late, they contradict each other, or no one knows what they mean. You need a management control system that actually steers the business—not just documents it.

Banks & Credit Ratings

Banking Reporting — I Need Reliable Figures

"Can you explain to your bank tomorrow why the margin has fallen?"

Credit lines, covenants, rating meetings: Banks demand reliable, up-to-date figures—and want to understand the reasoning behind them. Those who cannot provide this lose flexibility and trust.

Scenarios & Planning

Integrated Financial Planning & Forecasting

"What happens if a major customer pays three months late?"

Your annual plan is in place—but reality has long since taken a different turn. If you can’t run through different scenarios, you’ll end up making decisions based on gut feeling. Forecasting that reflects operational reality is no longer a luxury.

Data Chaos

Data from multiple sources — nothing matches up

“Do you have more than one truth in your company?”

DATEV, ERP, Excel, CRM — each system has its own set of numbers. Before reports can be generated, it takes hours to reconcile the data. This takes time, leads to errors, and delays decision-making.

Project in Crisis

My BI project has failed or is at a standstill

"Have you already tried to solve the problem—and it didn't work?"

Sometimes BI projects get out of hand—too complex, too expensive, too slow. Or the system is live but isn’t being used. We analyze what went wrong and get the project back on track.

REGARDLESS OF YOUR SITUATION

Two ways to solve the problem — one of them is right for you

Whether you want to get started right away or need a customized solution—we offer both.
And we’ll tell you honestly what makes the most sense for you.

Live in 3 days

RICO BI & AI

Ready-to-use software for DATEV, Sage, Diamant, Navision, and Business Central. Cash flow dashboard, financial planning, and AI-powered analytics—ready to use right away, without an IT project.

Custom

Customized Solution

If your data landscape is more complex: We build integrated financial planning systems, bank reporting solutions, AI models, or data warehouses tailored to your needs.

WHAT'S NEXT

From the First Conversation to a Solution

Controlling Review

30 min. — We'll analyze your situation with no agenda.

Clear Findings

You'll find out where your biggest data gaps are—and what you can do about them.

Specific Proposal

RICO or Custom Development — realistic, with a timeline and budget.

Results in days

No projects that drag on for years. The first usable results are available within weeks.

FROM PRACTICE

Customers in similar situations

SITUATION: DATA CHAOS IN CONTROLLING

“We used to have five different Excel spreadsheets for controlling. Now we have a dashboard that updates itself daily.”

SITUATION: BANK REPORTING UNDER TIME PRESSURE

“Within three weeks, perspicuum consolidated data from a wide variety of sources. That wouldn’t have worked in several previous projects.”

Not sure which situation applies to you?

No problem. In our free Controlling Check, we’ll work with you to identify your most pressing issue—and determine the best course of action.