Skip the 12 month data project

AI-powered FP&A Platform based on the Finance
Data Foundation

Data platform to AI-powered FP&A in one solution. Board-ready answers in 2 minutes, not 4 days. Live in 4–8 weeks.
AI-powered FP&A
Data platform
100+
customers across SaaS, services, industrial & portfolio companies
4.8 on OMR Reviews · NPS 85
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How it works

From scattered data to confident decisions.

Three steps. One executive system.
Live in 4–8 weeks.
01
UNIFY

All your systems, one model.

50+ plug-and-play integrations connect accounting, ERP, CRM, billing and more automatically kept up to date.

02
DIAGNOSE

AI that understands your business.

A digital twin and semantic layer turn raw data into instant answers without an analyst bottleneck.

Diagnose
03
EXECUTE

Decisions, decks and actions.

Auto-generated board decks, automated alerts, and an AI agent for every decision maker.

Execute
ValueSight · AI co-pilot

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.

"We used to spend 4 days preparing for the board meeting. Now it takes 45 minutes."
CFO, PE-backed SaaS, €80M ARR
ValueSight
Live · 6 systems connected
CFO
VS
Ask ValueSight anything about your business…
For the CFO · PE-backed & growth-stage SME
How many days did your finance team spend on last month's board deck and how many errors did you find the night before?
Gartner FP&A Survey 2024: 70% of FP&A time is data collection and reconciliation, not analysis.
For the CEO & CRO · steering growth and the operating model
Which segment is actually driving profitable growth and where should your next hire go?
Pipeline, cohort and unit economics never sit in the same view. ValueWorks puts them there live.
For PE Value Creation · Operating Partners
Which of your portcos will miss plan this quarter and how many weeks before will you know?
Bain PE Value Creation Study 2024: underperformance is identified 2.1 quarters after it begins.
Why ValueWorks

What makes ValueWorks different.

Four engineering bets that turn AI from a demo into reliable, auditable executive software.
Modern data platform
Modern data platform

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.

90% lower TCO vs. self-built
Agentic-AI Ready Architecture
Agentic-AI Ready Architecture

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.

No hallucination
Industry-specific solutions
Industry-specific solutions

Continuously improved with 100+ customers best practices from real deployments are built into every dashboard, KPI, and workflow out of the box.

Go-live in 4–8 weeks
Decision & execution support
Decision & execution support

AI that recommends and executes from insight to action, automatically. Close the loop from question to KPI to OKR to measurable outcome.

Decisions in 2 min, not 2 days
All flanked by
Analytics-as-a-Service.

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.

Guaranteed project success
Platform

One system. Every capability.

Nine modules, one data model live in 4–8 weeks.
Budget planning & forecasting
Headcount & personnel
Plan roles, ramp and fully loaded cost per FTE.
Expenses & investments
Bottom-up budgets and capex, rolled up automatically.
Revenues
Driver-based plans by product, segment and region.
Cashflows
Liquidity and runway derived from the operating plan.
Scenario planning
Base, best and worst case side by side.
Reporting & analytics
Management reporting
Group reporting and profitability analysis, month-end ready.
Financial dashboard
P&L, balance sheet and cashflow in one view.
Investor & bank reporting
Board, lender and shareholder packs on schedule.
Sales excellence (RevOps)
Pipeline, conversion and quota coverage in finance terms.
Line-of-business dashboards
Marketing, HR and logistics on the same data model.
Execution
OKR
The plan becomes work: every key result is a KPI in the same model, so progress is measured, not reported.
Proof

Customers, results, and credibility.

By leveraging ValueWorks for decision-making support, our customers are delivering on their mission across SaaS, services, industrial, and portfolio companies.

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.

Client
Christopher Catterfeld
Group CMO · GSG
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We could learn from best practices that ValueWorks brought to us to best run a fast-growing company like us.

Client
Neil D'Souza
Founder & CEO · Makersite
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ValueWorks is a crucial instrument for our transformation and foundation for data-driven decision making of the leadership and in all departments.

Client
Ralf Meinardus
Co-CEO · Lapmaster Wolters
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