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Diligo Tools

Our set of management, control and reporting tools allows us to automate key processes and improve visibility into financial and operational business information

DILIGO REPORTING & FORECASTING

Diligo Reporting & Forecasting is a SaaS tool that analyzes and monitors the accounting and operational business situation with a transactional approach

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Reporting

VISIBILITY OF BUSINESS EVOLUTION

Diligo Reporting shows the business status, where it is and where it is headed financially. Business managers go from having a passive to proactive role

INTEGRATIONS WITH ACCOUNTING SAAS

Diligo Reporting allows the import of financial data into Excel and will eventually be integrated with the main accounting SaaS in the market

Forecasting

BETTER DECISIONS WITH FORECASTING

Diligo Forecasting is a budget and forecasting tool for Profit & Loss, Balance Sheet and Cash Flow statements. Administrators obtain information on what would happen to the company in different scenarios

EASY TO UNDERSTAND WITH DASHBOARDS

Snapshot of business performance. Availability of concrete data on which to act, knowing exactly where to concentrate resources

DILIGO REPORTING & FORECASTING.

DILIGO TOOLKITS

Diligo Toolkits are best practice management, control and reporting tools compatible with the company's existing management systems and leveraging proprietary technology

DILIGO CHECKLIST

Articulates the Dynamic Due Diligence ® allowing the identification and recommendations for improvement over time

DILIGO REPORT

Diligo Report presents the financial figures and key operational KPIs with a Transactional perspective

CASH & COST MONITORING

Budget, cash and detailed forecast control tool that integrates with the Annual Budget and Business Plan

RED FLAG REPORT

Risk analysis tool that enables continuous measurement and mitigation of risks over time

FINANCIAL DASHBOARD

The Financial Dashboard provides the highest granularity available on the financial business performance

BI DASHBOARD

High-level visual summary of the monthly evolution of key financial figures and business metrics

OPERATING MODEL

Integrates key financial and operational information with visibility into bottlenecks and growth levers

SALES AND MK MONITORING

Comprehensive analysis of customer behavior and sales figures with a personalized action plan

BUSINESS PLAN & FORECAST

Presents accounting and operating history with 3-year projections based on cost and cash flow analysis

REPORT TO THE BOARD

Board Reporting includes a monthly comparison of the Actual with the historical and the Budget, customized to business needs.

DILIGO TOOLKITS

SYSTEMS AND IT EVALUATION

We evaluate the systems in use, recommend improvements and facilitate the integration of new tools. Diligo solutions are integrated with the existing management and reporting tools and systems in the company

ACCOUNTING

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REPORTING AND FORECASTING

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ERP

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ECOMMERCE, CRM
AND OTHERS

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