Turn Your Financial Data Into Actionable Insights

Dashboards, risk scoring, and forecasts; customized to your business.

Benchmark, score, and forecast your data instantly.

Instant Financial Dashboards, Forecasts, and Credit Scoring

Finperion makes it easy for business owners, advisors, and lenders to transform ledger data into
powerful dashboards and forecasts, no complex setup or IT required.

Forecast

Build scenarios and simulate future outcomes. Whether you're a consultant or a CFO, tailor your forecasts to match your goals and get results that matter.

Reports and Corporate Scoring

Generate reports and corporate credit scores in minutes. With Finperion, you get immediate insights built for speed without sacrificing depth.

Financial Dashboards

Instantly understand your company’s performance with interactive charts, tables, and key ratios. Finperion turns your raw data into meaningful insight.

Tailored for Every Financial Role and Needs

Finperion adapts to the needs of your business whether you're managing a growing SME, consolidating across enterprise units, advising clients, or evaluating supplier credit risks.

SMEs

Big Enterprises

Advisors

Creditors

Ideal for small and medium companies

Quick-start analysis with Excel upload

Ideal for group of companies

Group-wide consolidation across subsidiaries and API access

Ideal for financial advisors

Client-based dashboards for each account

Organizations offering overdrafts and credits

Scoring engine for overdraft and credit evaluations

Frequently Asked Questions

What is Finperion?

Finperion is a smart financial analysis and scoring platform. It lets you upload financial data (Excel, XML, XBRL), instantly view dashboards, and generate credit scores, risk analysis, and predictive insights without spreadsheets or coding.

Who is Finperion for?

Finperion is for business owners, CFOs, financial advisors, and lenders who need fast, accurate financial intelligence. Whether you're managing a company, evaluating clients, or scoring suppliers, Finperion adapts to your workflow.

Can Finperion integrate with tools I already use?

You can upload Excel and XML files today. We're also working on API integrations with common ERP and accounting tools like Netsis, Logo, and QuickBooks.

Do I need technical skills to use Finperion?

Not at all. Finperion is built for non-technical users. The interface is clean and visual drag and drop dashboards, no-code formula builder, and predesigned report templates make analysis simple.

What kind of reports can I generate?

You can generate:

- Income Statements and Balance Sheets
- KPI Dashboards (Profitability, Liquidity, Debt, Cash Flow)
- Custom-formula reports
- Financial Risk Reports
- Forecasting charts

How does credit scoring work?

Finperion uses your ledger data to assess financial ratios and key performance metrics. You can apply our default scoring model or define your own using custom formulas and thresholds.

Ready to Take Control of Your Financial Data?

Get clearer insights, faster reports, and less time in spreadsheets. Book your personalized demo and see how Finperion works for you.

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