Operating cash flows, balance forecasts, receivables and liabilities, payment delays, inventory turnover.
How will Business Intelligence implementation translate into real business benefits?
We combine the experience of our IT team and Financial Director with Business Intelligence technology. Thanks to this, BI is not just “another dashboard” but a real management support tool for decision-making, controlling and financial planning.
Full financial overview in one place
We integrate data from accounting, ERP, sales, e-commerce, warehouses and banks into a single data model. You can see results, cash flow, sales, margins and costs on one screen instead of switching between systems.
Tailor-made management reports
We design KPIs and reports specifically for your company: customer, product and sales channel profitability, cash flow, budgets and performance, inventory levels and operational efficiency. No templates – only solutions tailored to your business model.
Faster decision-making
Interactive BI dashboards allow you to move from overall results to detailed data on region, customer or product with one click. Instead of waiting for accounting reports, you have up-to-date data available online 24/7.
Profitability and pricing control
You see in real time where you make money and where you lose it. BI helps analyse margins, mark-ups, discounts, fixed and variable costs, and simulate the impact of changes on results. It supports decisions about price increases, discontinuing unprofitable product lines or changing your offer structure.
Better planning and budgeting
Comarch BI and Power BI effectively support budgeting, forecasting and variance analysis. This makes it easier to plan revenues, costs and investments, and to monitor budget execution throughout the year.
Reporting automation
Reports are generated automatically based on current data. You eliminate manual Excel work, copy-paste errors and human mistakes. The finance team can focus on analysis and recommendations instead of “producing tables.”
One common language for management and accounting
We design reports so that the Financial Director, owners and managers see the same numbers, but at different levels of detail. The problem of “three versions of the same result” disappears – everyone works on the same data.
Flexible cooperation model
If we provide accounting services for you, we connect our systems directly to BI. If your accounting is handled elsewhere, we integrate BI with your ERP or accounting system.
Comarch BI and Microsoft Power BI – we choose the right tool for your company
We work with two proven Business Intelligence platforms that integrate well with ERP systems and other data sources. The choice depends on your infrastructure, the systems you use and the level of advancement you need.
Comarch BI
Recommended especially for clients using Comarch ERP (e.g. Optima or XL). Comarch BI offers ready-made reports and dashboards supporting controlling, budgeting and cost analysis, directly integrated with ERP data. It facilitates monitoring of plan execution, cost control and multi-dimensional performance analysis.
Microsoft Power BI
A flexible BI platform that can combine data from many sources – ERP, CRM, Excel files and online services. It enables the creation of interactive dashboards, KPI analysis and management reports, available in Teams, Outlook or on mobile devices.
Comprehensive data service
What areas do we report in BI?
The scope of analysis is tailored to your business model. Most commonly, dashboards include:
Sales and margins
Revenue by products, channels, markets and customers, gross and net margins, discounts, cross-selling.
Liquidity and cash flow
Costs and profitability
Department, project and product line costs, share of fixed and variable costs, customer and project profitability.
Department, project and product line costs, share of fixed and variable costs, customer and project profitability.
Budgets and forecasts
Plan vs. actual comparison, variance analysis, “what-if” scenarios for different revenue and cost options.
Plan vs. actual comparison, variance analysis, “what-if” scenarios for different revenue and cost options.
E-commerce i marketing
Online channel performance, campaign costs, marketplace results, customer LTV, conversion at different funnel stages.
Online channel performance, campaign costs, marketplace results, customer LTV, conversion at different funnel stages.
What does Business Intelligence implementation with TaxCoach look like?
Workshop on goals and KPIs
During a short meeting, we define which decisions you want to support with BI, which KPIs are key and which systems will provide the data.
Data model design and tool selection
We analyse your IT infrastructure and select the right solution (Comarch BI or Microsoft Power BI). We design the data structure and integration model to ensure reliability and maximum automation.
Building reports and dashboards
We create the first dashboards: sales, results, cash flow, costs and budgets. We define layouts, filters, levels of detail and user permissions. After testing with your team, we refine the reports.
User training and go-live
We train your team on how to use BI, filter data, build views and export reports. At this stage, new reporting ideas often emerge, which we gradually implement.
Ongoing support and BI development
After implementation, we continuously develop reports, add new data sources, adapt dashboards to changes in your company and support management in interpreting results.
Technology tailored to your company’s needs with support from a business analyst
Marek Borowiak
Director of Technology
An expert in business analytics, specialising in data management, digital transformation and optimisation of operational processes.
He works with advanced tools such as SQL, UiPath (process automation), Power BI, PowerApps and Comarch systems.
He combines education gained at the European Business School with practical experience acquired as a Process Optimisation Specialist and IT Manager, creating unique competencies that bridge business thinking and technological expertise.
His passion for automation and innovation drives his continuous search for solutions that help companies operate more efficiently and make better strategic decisions.
An expert in business analytics, specialising in data management, digital transformation and optimisation of operational processes.
He works with advanced tools such as SQL, UiPath (process automation), Power BI, PowerApps and Comarch systems.
He combines education gained at the European Business School with practical experience acquired as a Process Optimisation Specialist and IT Manager, creating unique competencies that bridge business thinking and technological expertise.
His passion for automation and innovation drives his continuous search for solutions that help companies operate more efficiently and make better strategic decisions.
We communicate in the following languages:
Polish
English
Ukrainian
Russian
Insurance policy – PLN 1,000,000
The interests and security of our clients are our priority, which is why we are covered by a PZU insurance policy up to PLN 1,000,000.
Companies served
10+ k
Satisfied clients
97%
Qualified specialists
100+
Reviews
Meet our clients and read their opinions about working with us
TaxCoach provides us with constant care and supervision in the form of outsourcing the Chief Accountant and supports the audit process conducted by the auditor.
During over two years of cooperation, TaxCoach employees have always demonstrated kindness, the ability to work flexibly and completed assigned tasks on time.
Tomasz Framski
Consdata
When choosing an accounting firm, we were looking for a company with competent staff who would efficiently handle our accounting and handle the mandatory stock exchange reports.
In addition to basic services, TaxCoach accounting office offers tax advisors and a financial director, so we know our finances and taxes are in good hands.
GIANLUCA LORENZO ACQUASANTA RASSUMOWSKI
Codeaddict S.A.
Thanks to the commitment of Mr. Miłosz Baranowski and his team, we managed to organize our accounting and introduce reporting, which enabled better financial management of our company.
We greatly value accessibility and communication skills – if we have any questions, we always have someone to call and we know that our doubts will be clarified.
Krzysztof Burdalski
Drogowe Centrum Produkcyjno-Handlowe „BIG" Sp. z o.o.
Communication is very efficient, and thanks to our professional and experienced staff, all formalities are completed efficiently and on time. TaxCoach handles our income tax, VAT, and VAT OSS calculations, and also handles HR and payroll for our employees.
This year, the TaxCoach accounting firm implemented a new chart of accounts in our books. This chart was prepared by our management for cost budgeting purposes and adapted to the specific nature of our business. Thanks to the rapid implementation of this expanded chart of accounts, we have better control over our company's financial plan and can easily obtain not only essential tax information but also valuable management information.
Games Lab
We've been using TaxCoach's accounting and HR services for almost three years now, and we've been very satisfied throughout our relationship.
The accounting, HR, and payroll services provided are of a very high standard, both in terms of content and organization. TaxCoach ensures the professionalism of its staff, and all deadlines are met.
Grzegorz Sikorski
STEP RM Sp. z o.o.
What we value most is ongoing contact with our dedicated accountant and working together to find the best solutions for us.
From the very beginning, we felt surrounded by professional care. We no longer worry about missing important payment deadlines, which significantly improves the ease of running our business.
Dawid Wójcik
SZTUKA BETONU
We have been working with TaxCoach for almost two years now and we are very satisfied – primarily because their service takes into account the realities of running a business, and not just adapts to accounting regulations.
We feel that there is a company on the other side, and not an extension of the tax office :)
Szymon Więczek
Grupa WeDo Sp. z o.o.
We are very pleased with the services provided by TaxCoach.
Thanks to their modern solutions, everything runs smoothly. They offer a wide range of services, which allowed us to choose the perfect option for us. We feel secure thanks to the possibility of consulting with a tax advisor and their experienced staff. We know our finances are in good hands.
Dentopolis s.c.
TaxCoach is a highly experienced company with a strong work ethic, as well as a modern and flexible company, ready to adapt to the client's needs.
Thanks to its extensive offer, it is able to propose individual solutions for its clients.
Raion Automatyka
What I value most about working with TaxCoach is the full substantive support and immediate assistance in every matter related to running a business.
TaxCoach are ambassadors of professionalism and reliability, I heartily recommend them to all entrepreneurs.
Beata Zapała
A.C.E. Produkcja Elektroniki Użytkowej Sp. z o.o.
We have been using TaxCoach services for accounting, HR and payroll since 2021.
We are very pleased with our collaboration. We especially appreciate the constant contact with our dedicated accountant and the seamless electronic document flow. The client panel is particularly helpful, allowing us access to all documents and monitoring work progress.
Frumbo Sp. z o.o.
Data sources from which we can obtain information, among others
E-commerce data sources from which we can obtain information, among others
Fleet partner data sources (including Bolt, Uber and FreeNow) from which we can obtain sales information
