Finance IQ

Reporting, Planning, Analysis & AI - built for CFOs and FP&A teams by an ex FP&A Analyst

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Demo

Finance IQ

Reporting, Planning, Analysis & AI - built for CFOs and FP&A teams by an ex FP&A Analyst

Get in Contact

Demo

What is Finance IQ

Finance IQ brings reporting, planning, analysis and AI into one platform — helping CFOs and finance teams automate monthly reporting, improve forecasting and make faster, data-driven decisions.

Features

Reporting

Automate financial reporting with interactive dashboards that bring revenue, profitability, budgets and key KPIs into one place — giving finance teams a clear view of business performance.

Planning & Forecasting

Create budgets, forecasts and scenarios using your actual financial data. Adjust assumptions, compare outcomes and plan future performance in one connected application.

AI Finance Analyst

Build a modern, scalable data platform with Microsoft Fabric. Land, transform and model your data in one governed environment, applying business logic to create a trusted foundation for reporting, analytics and AI.

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Data Integrations

Connect your finance systems and bring all your data into one place. Finance IQ integrates with platforms like Xero, NetSuite, SAP and Microsoft Fabric to power reporting, planning and AI from a single source of truth.

What our Customers have to say

Tim Wilson

Highly recommended. Max and Jackie readily understood our relatively complex requirements and were very responsive to our feedback as we iteratively built our dashboards. A great development experience at reasonable cost and we look forward to continuing to work with the team as we develop our data insight environment further.

Tim Wilson

Shane Hutchinson

Great team to work with and even better results.

Shane Hutchinson

Great team to work with and even better results.

William Wang

The engagement was highly productive, with Jackie delivering a fit-for-purpose solution that achieved strong outcomes within a tight timeframe.

William Wang

The engagement was highly productive, with Jackie delivering a fit-for-purpose solution that achieved strong outcomes within a tight timeframe.

Glass Tower

What a great group of people to work with. It's often hard to find value-for-money, responsive and straightforward partners in this space, so finding Max and Jackie has been a real relief. Simple Analytics has rescued our clunky old Power BI dashboards and turned them into genuinely useful and user friendly tools without pushing us into a whole rebuild. We would recommend them to other marketing and comms professionals looking to make the most of deeper data-driven insights.

Glass Tower

Ajay Shankar

Have been working with Jackie for a few months and his work/insights has made a significant difference to our business. We’ve been able to identify gaps and trends with meaningful reporting available which has been pretty remarkable – but I’d always like to see more! Thank you Jackie for all the help!

Ajay Shankar

Jeremy Wilson

We recently partnered with Simple Analytics and the experience was exceptional. The team were very knowledgeable with Power BI and truly understood the challenges faced by our business. They took their time to understand our business requirements and developed solutions that fit our needs. Their commitment to ensuring we got the most value out of our investment really stood out. The developed application and Power BI dashboards they implemented are easy to use, intuitive, and have become a key piece to our daily operations. We now have a much clearer view of our business - allowing us to make faster, smarter, and data-driven decisions.

Jeremy Wilson

See All Reviews

Finance IQ Pricing

Bring All Your Data

into One Place

Simple, scalable pricing for finance teams.

Finance IQ pricing is based on the size of your organisation, the modules you need and the systems you want to integrate.

Start with the core platform and add capabilities such as Reporting, Planning & Forecasting, AI Finance Analyst and Data Integrations as your requirements grow.

Implementation and integration costs depend on the complexity of your finance systems and data sources.

Get in touch for a tailored Finance IQ package.

Simple, scalable pricing for finance teams.

Finance IQ pricing is based on the size of your organisation, the modules you need and the systems you want to integrate.

Start with the core platform and add capabilities such as Reporting, Planning & Forecasting, AI Finance Analyst and Data Integrations as your requirements grow.

Implementation and integration costs depend on the complexity of your finance systems and data sources.

Get in touch for a tailored Finance IQ package.

Get in Contact

"Have been working with Jackie for a few months and his work/insights has made a significant difference to our business. We’ve been able to identify gaps and trends with meaningful reporting available which has been pretty remarkable – but I’d always like to see more! Thank you Jackie for all the help!"

Ajay Shankar

Capital & Asset Manager

-

Te Whatu Ora

"Have been working with Jackie for a few months and his work/insights has made a significant difference to our business. We’ve been able to identify gaps and trends with meaningful reporting available which has been pretty remarkable – but I’d always like to see more! Thank you Jackie for all the help!"

Ajay Shankar

Capital & Asset Manager

-

Te Whatu Ora

"Have been working with Jackie for a few months and his work/insights has made a significant difference to our business. We’ve been able to identify gaps and trends with meaningful reporting available which has been pretty remarkable – but I’d always like to see more! Thank you Jackie for all the help!"

Ajay Shankar

Asset Manager

-

Te Whatu Ora

Frequently Asked Questions

What is Finance IQ?

What systems can Finance IQ integrate with?

Can Finance IQ replace spreadsheets for budgeting and forecasting?

How does the AI Finance Analyst work?

How much does Finance IQ cost?

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Have a Question?

Please feel free to reach out and our friendly team will be happy to help