Finance Analytics & BI for ERPNext

Finance Analytics & BI is a proper Frappe app that ECOSIRE builds to your chart of accounts and reporting calendar, installed directly into your ERPNext v15/v16 bench. It ships a Finance Analytics workspace with pre-built dashboards for AR/AP ageing, cash flow, and P&L, plus a self-service chart and report builder your controllers use without writing Python. Under the hood we model the analytics layer as first-class DocTypes (for example Finance Dashboard, Finance KPI and Finance Report Schedule) so every view is versioned, permissioned and portable across environments — not a pile of ad-hoc SQL trapped in one user's account.

The numbers are read straight from GL Entry, Sales Invoice, Purchase Invoice and Payment Entry, so figures always reconcile to the ledger. KPI tiles drill down: click a receivables balance and you land on the underlying GL Entry rows filtered to that customer and period. Aggregations run through whitelisted server-side methods and Query Reports rather than raw client queries, with server-side caching so large ledgers stay responsive. hooks.py scheduler events (daily, hourly) refresh materialised KPI snapshots and dispatch scheduled PDF/Excel reports to finance distribution lists via Frappe's email queue. Client scripts add the interactive drill-down and filter behaviour on the dashboard pages, and everything is exposed over the Frappe REST API and whitelisted methods so the same figures can feed a board pack or an external tool if you ever need one.

Access is governed by Frappe's permission model and role profiles — a Finance Analyst sees only the companies and cost centers you grant, and consolidated multi-company, multi-currency views respect each user's company permissions. Currency conversion uses your configured exchange rates so group roll-ups present in your reporting currency without touching transactional data.

Because this is build-to-order, nothing is a black box. We start with a scoping call to map your COA, dimensions, target KPIs and the specific dashboards you need, then build against a staging copy of your data, run UAT with your finance team, and cut over on a scheduled window with a rollback plan. Typical delivery is 2-4 weeks from confirmed scope. You receive the full app source in a Git repository, deployment on your bench, technical and user documentation, a training session, and a post-go-live support window — you own the code and can extend it yourself or have us maintain it.