AI-powered FP&A Platform based on the Finance
Data Foundation
From raw data to clear decisions.
Build your data foundation in under two hours.
Magnus, the AI agent inside ValueWorks, connects your source systems and builds the pipeline, lakehouse, transformations and semantic layer on its own. Everything above runs on this foundation.
Ingest. HubSpot, Personio, DATEV and 50+ more systems, connected without a data project.
Context. A semantic layer so every dashboard and every AI answer uses the same business logic.
Prompt your dashboard. Get a cockpit, not a ticket.
Managing directors and business leads describe what they want to see in plain language. Magnus builds the dashboard on your live data, with no BI team and no ticket queue.
Prompt, don't specify. "Show me bookings vs. plan by segment" becomes a finished chart in seconds.
Finance, Sales and People cockpits. P&L, balance sheet, liquidity, pipeline, renewals, headcount and attrition.
Plan and forecast on live actuals, including liquidity.
Build budgets, rolling forecasts and a 12-month liquidity plan with AI methods, directly on the numbers from your data foundation instead of last month's spreadsheet.
Liquidity planning. 12 months actual plus 12 months plan, built from receivables, contracts, pipeline and payroll.
Scenarios. Compare plan versions and what-if cases on the same numbers.
Automatically fill OKRs with live data pipelines.
Turn the plan into objectives and key results that update themselves from live data, so every team sees progress without manual status reporting.
Live key results. Key results connected directly to the KPIs in your data foundation.
No status spreadsheets. Progress is tracked automatically, every week.
Get board-ready answers in 2 minutes.
Ask any question about your business in plain language. Magnus answers from your unified data layer, with the chart, the KPI driver tree and the numbers behind it.
Cross-system answers. Margin by segment, cash runway under stress, churn drivers, without an analyst in between.
Auditable. Every figure traces back to its source system.
Three things at the top of every 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.
Live in 4–8 weeks.
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.
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.
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.
