PENTALINK

FINANCE OFFICE

Know where you stand.
Decide what matters now.

Your external finance and controlling function.

Platform, process and a dedicated partner in one. We connect your financial and operational data, turn it into reliable management reporting and work with you every month from deviation to decision — without an in-house controlling department.

Management Reporting  · Analytics & Forecast  · Finance Sparring  · Data Warehouse  · Business Intelligence
The problem

Plenty of numbers. Not enough clarity.

Bookkeeping, monthly statements, Excel — maybe even dashboards. And still no reliable answer to the questions that really matter.

Revenue is growing — but the bank balance isn't.

The monthly statement arrives late and doesn't explain what happened operationally.

Whether a project makes money only becomes clear when it is almost over.

The forecast lives in Excel — whenever someone had time for it.

Several companies, several statements — but no view of the group.

The dashboards are in place — but nobody turns them into decisions.

THE REAL STEERING GAP

You have to make important decisions without knowing in time what they mean for profit, margin and liquidity. This gap grows out of established structures — and it can be closed.

The solution

Your Finance Office.
Built on technology and
personal support.

Four building blocks form one steering process:
from raw data to decisions that are documented and tracked through to impact.

Sascha Lübow-Westendorf
01

Connect the data

We integrate accounting, ERP, project and operational data into the Pentalink Data Platform
— with a Snowflake data warehouse behind it, uniformly defined and automatically refreshed.

02

Build your business model

No off-the-shelf dashboard: we model your business
— the profit dimensions, KPIs and plan-vs-actual logic that match the decisions you actually make.

03

Deliver the management report

On time, on a fixed date
— and every page answers a management question: revenue, profit and margin, costs and people, liquidity, forecast.

04

Guide decisions and actions

In the monthly steering meeting your dedicated partner guides you from deviation to decision
— with documented actions, owners and deadlines.

Month after month

What your finance office delivers every month.

This is the agreed scope of delivery, every month on the agreed date.

Management report on the agreed date — verified, reliable numbers
Plan-vs-actual comparison with analysis of the key deviations
Profit and margin analysis: which customers, projects and entities make money
Liquidity overview and rolling forecast for profit and cash
90-minute steering meeting with the management team — report provided in advance
Documented decisions and an action list — with owners, deadlines and status

Additional options: Extendable as needed with Project Control, Group Control, bank & shareholder reporting, investment appraisals, People & Capacity, CFO Support.

The difference

More than a dashboard. More lasting than consulting. More flexible than your own department.

Instead of a BI dashboard

A dashboard shows what's happening. We help you decide what to do now — and follow the action through to execution.

Instead of just a tax advisor

Your tax advisor explains what was booked. We prepare what to do next — operationally and forward-looking.

Instead of classic consulting

Consulting ends with the recommendation. We stay on board and run the steering process with you, month after month.

Instead of a full-time hire

No recruiting, no onboarding, no tool selection: platform, processes and finance expertise as one service.

Who it's for

Honestly: not for everyone.

Whether it fits depends less on your industry than on your situation.

A good fit if you …

  • run an owner-managed company with roughly 20–150 employees or €5–50m revenue
  • have data spread across several systems — accounting, ERP, projects, Excel
  • operate in project business, a group of companies, industry, logistics or energy and project entities
  • don't yet have (sufficiently capable) internal controlling
  • feel a concrete trigger: growth, margin pressure, liquidity, bank or shareholder reporting

Probably not if you …

  • are mainly looking for a cheap substitute for bookkeeping or tax advisory
  • already have mature internal controlling with integrated systems — then our data platform projects are the better fit
  • need temporary finance leadership rather than an ongoing reporting process — our CFO Services are a better fit
  • need to avert acute insolvency — that requires a different form of support
How we start

From first conversation to ongoing steering.

Within four to six weeks of the setup start you have a reliable view of profit, liquidity and the key operational drivers.

1

Steering Check

Paid analysis: we assess your reporting, data sources and steering gaps, draft your future management report and deliver a 90-day roadmap — including a fixed-price offer for setup and ongoing service.

approx. 2 weeks
2

Finance Office setup

Data integration into the Pentalink Data Platform, KPI and business model, management report, plan-vs-actual comparisons plus liquidity and forecast model.

4–6 weeks
3

First management meeting

The first report is ready, the key questions are prepared — together we establish the leadership rhythm.

4

Monthly steering meeting

Deviation → decision → action: documented, with owners and deadlines — and tracked through to impact.

5

Continuous improvement

Report, forecast and process evolve with your company — with additional modules where needed.

Next step

Which steering gapsdoes your company have today?

Find out in an intro call.

Book an intro call

no obligation · choose your appointment

Or go straight to the management check
paid analysis with a 90-day roadmap