Your AI- Powered Finance & Decision Team
Three things at the top of every CFO, CEO and Operating Partner's agenda right now.
We make your company exit and reporting ready in one month.
Full stop. What others scope as a six-month project, we deliver in four weeks investor-grade reporting, audited numbers, and a single source of truth, live.
We solve your AI problems related to data.
Every C-level is asked the same question right now. Few have a real answer. We embed working AI agents into your finance stack not another strategy deck.
We support value creation end-to-end with real outcomes.
From the first data integration to the boardroom narrative. Co-built with PE operating partners outcomes, not dashboards.
From scattered data to confident decisions.
All your systems, one model.
50+ plug-and-play integrations connect accounting, ERP, CRM, billing and more automatically kept up to date.
AI that understands your business.
A digital twin and semantic layer turn raw data into instant answers without an analyst bottleneck.
Decisions, decks and actions.
Auto-generated board decks, automated alerts, and an AI agent for every decision maker.
Ask any question about your business in plain language.
ValueSight is the AI co-pilot inside ValueWorks. It reads from your unified data layer accounting, CRM, billing, HR, banking and gives you a real answer, with the chart, the driver tree, and the numbers behind it.
Cross-system answers, live. Margin by segment, cash runway under stress, churn drivers without an analyst between you and the data.
Driver trees, not just dashboards. Every answer comes with a KPI driver tree so you can see why, not just what.
Auditable. Every figure traces back to its source system. No black box.
Investor-ready pack in 30 minutes, not 3 days.
Full-funnel transparency.
AI-guided focus, not lagging dashboards.
One cockpit. AI early warning before the miss.
What makes ValueWorks different.
Pre-assembled lakehouse based on Dremio’s agentic data platform, with connectors to leading operational systems and pipelines that transform raw data into a unified digital twin.
The only SME / mid-market platform with an MCP server, permission-aware agent framework, and pre-unified data twin making AI agents reliable, auditable, and safe.
Continuously improved with 100+ customers best practices from real deployments are built into every dashboard, KPI, and workflow out of the box.
AI that recommends and executes from insight to action, automatically. Close the loop from question to KPI to OKR to measurable outcome.
A fully managed data & AI team that delivers results from day one no hiring, no risk, no delay. You get theoutcomes; we handle everything behind the scenes.
One system. Every capability.
Headcount planning
Live FTEs, roles & salary cost tied to your hiring plan.
Expense & investment planning
Bottom-up budgets and capex, rolled up automatically.
Revenue forecasting
Pipeline-driven, refreshed from your CRM every night.
Cashflow forecast & simulation
13-week rolling cash forecast. Scenarios, alerts, FX-aware.
Management reporting
Strategic, operational & financial dashboards in one view.
Investor reporting
Bank, board & PE packs from one templating layer.
Group management
Standardised KPIs across every portco spot the laggard early.
Sales excellence
Pipeline-to-revenue alignment, conversion and ramp.
OKR 2.0
Objectives & key results bound to finance reality.
Customers, results, and credibility.
ValueWorks helped us run our business faster, because data-driven decisions can now be derived more quickly and the relevant data is now available more quickly, more easily, and in a more understandable way for all managers.
We could learn from best practices that ValueWorks brought to us to best run a fast-growing company like us.
ValueWorks is a crucial instrument for our transformation and foundation for data-driven decision making of the leadership and in all departments.
