Solution
DataQloo for Finance
Stop reconciling numbers across the ledger, a billing export, and a spreadsheet by hand. Combine your finance data visually, and trust the result every close.
The problem
Every close, finance reconciles numbers across the general ledger, a billing system export, and at least one spreadsheet — by hand. When two numbers don't match, tracking down why eats the better part of a day, and the process starts over next period regardless.
The workflow
Connect your finance database, filter to the current period, and bring in a billing export through the Import Wizard. Combine and clean both, then save the result as a reusable dataset your team can point to instead of a spreadsheet only one person understands.
The outcome
A reconciled, trusted dataset that's built the same way every time — instead of a fragile spreadsheet with formulas nobody wants to touch.
Example
A financial analyst connects the ledger database, filters to the current period, and combines it with an uploaded billing CSV to produce a "Monthly Reconciliation" dataset — reused every close instead of rebuilt from scratch.
Frequently asked questions
No. The Visual Designer's Filter and Summarize nodes are built to be configured without writing a query — the generated query is visible if you want to check it, but never required.
See DataQloo’s Visual Designer for yourself.