For Finance Teams

Faster Reporting Without
the IT Queue

Your finance team shouldn't need a data analyst or an IT ticket to produce clean, professional management reports. ColtraDataAi gives you the capability in-house, no technical skills, no waiting, no dependency on anyone else.

Sound Familiar?

Finance teams know their numbers, but getting the data into a usable state takes longer than it should.

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Month-End Reporting Takes Too Long

Cleaning and preparing data from multiple systems before reporting can even begin eats days every period. By the time reports are ready, the window for management action has already passed.

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Data Arrives Inconsistently from Multiple Systems

ERP exports, bank feeds, payroll files, supplier data: each arrives in a different format. Reconciling them manually is time-consuming and introduces new errors at every step.

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Waiting on IT for Simple Reports

A straightforward report request sits in an IT backlog for weeks. Finance should never need a developer to produce a management summary or a board-pack data extract.

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Version Control Chaos in Shared Spreadsheets

Data passed around by email, re-cleaned differently by different people, overwritten without a record. No single source of truth and no audit trail when figures are questioned.

Clean, Report, and Decide Independently

Finance teams that use ColtraDataAi close faster, report sooner, and spend less time on data prep and more time on financial decision support.

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Clean System Exports in Minutes

Upload ERP, payroll, or bank data exports. ColtraDataAi standardises formats, removes duplicates, and flags missing data automatically.

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Management-Ready Reports, Independently Produced

Generate dashboards and professional PDF reports that go straight to the leadership team, no manual formatting, no design skills, no IT involvement required.

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Shorter Reporting Cycles

What used to take days of manual data preparation now takes minutes. Close faster, report sooner, and give leadership the information they need while it's still actionable.

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Full Audit Trail Built In

Every cleaning operation is logged. Know exactly what changed, when, and why, essential for financial accuracy, period-end sign-off, and compliance reviews.

Built for Finance Teams Who Need Results Fast

Everything from data cleaning to boardroom-ready reports, in one platform your whole team can use.

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Automated Data Cleaning

Duplicates, missing values, format inconsistencies: resolved automatically from any system export.

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Interactive Dashboards

Visualise financial data clearly, with interactive charts built automatically from your dataset.

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PDF & Excel Reports

Professional multi-sheet Excel workbooks and executive PDF summaries in one click.

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AI-Powered Observations

Automated plain-English summaries of trends, anomalies, and data quality flags in your dataset.

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Secure & GDPR-Compliant

Financial data processed securely and never permanently stored. GDPR-compliant by design.

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Works on Any Device

Run a month-end clean from your laptop, tablet, or phone. No software to install or update.

Works With Your Existing Setup

No integration required. Export your data as CSV or Excel and upload it directly.

SAP Oracle Financials Microsoft Dynamics 365 Sage 200 / Intacct Xero QuickBooks NetSuite Workday Power BI exports Excel / CSV

From System Export to Management Report

Three steps. No IT ticket. No waiting.

1

Upload Your Data Export

Drag and drop the ERP, bank, or payroll export. Excel or CSV, any format.

2

Clean & Analyse

ColtraDataAi standardises, deduplicates, and flags issues, plus generates dashboards and AI observations.

3

Report to Leadership

Download a polished PDF or Excel report, ready for the management pack or board presentation.

Start Free. Scale as You Grow.

No hidden fees. Cancel anytime. Upgrade or downgrade whenever you need.

Free
Β£0 / month
Test on a real data export. No card required.
  • 3 cleaning runs per month
  • Up to 5,000 rows
  • 10 MB file size limit
  • Automated data cleaning
  • Basic analytics
Start Free
Starter
Β£29 / month
Process larger exports with AI-powered insights and Excel output.
  • 50 cleaning runs per month
  • Up to 50,000 rows
  • 25 MB file size limit
  • Excel export
  • AI-powered insights
Get Starter
Business
Β£299 / month
High-volume finance data processing with branded reports and unlimited API.
  • 1,000 cleaning runs per month
  • Up to 1,000,000 rows
  • 200 MB file size limit
  • Excel, PDF & branded reports
  • Premium charts
  • Unlimited API calls
Get Business
Enterprise
from Β£999 / month
Unlimited capacity with SLA for large finance operations.
  • Unlimited cleaning runs
  • Unlimited rows
  • 500 MB file size limit
  • All outputs + white-label
  • Dedicated support + SLA
  • Custom AI workflows
Contact Sales
πŸ“± All plans include full mobile access: report from anywhere.

Finance Data Cleaning: FAQs

Everything you need to know before you upload your first file.

ColtraDataAi fixes common finance data issues: duplicate transaction entries, inconsistent cost centre or department codes, missing nominal codes, mismatched date formats between systems, and formatting errors that prevent data from reconciling correctly.
Yes. ColtraDataAi processes CSV and Excel exports from SAP, Oracle Financials, Dynamics 365, NetSuite, Workday, and most other ERP and finance systems. No integration required - export your file and upload it directly.
Yes. Upload your management accounts, budget variance, or cost centre summary files. ColtraDataAi standardises formats, flags anomalies, and produces a clean file ready for reporting or further analysis.
ColtraDataAi is well suited to month-end work: it quickly identifies duplicate entries, blank or miscoded fields, and formatting inconsistencies that slow down consolidation and cause reconciliation errors.
No. ColtraDataAi is self-service - finance team members can upload, clean, and download data independently without raising an IT ticket or waiting for analyst support.
Yes. ColtraDataAi processes multi-currency files and can clean combined data from multiple entities or cost centres, standardising codes and formats across the whole file.
Most finance exports clean in under two minutes. Larger consolidated files up to 250,000 rows typically complete within a minute.
Yes. Files are processed securely and never permanently stored. ColtraDataAi is GDPR-compliant and does not retain your financial data after processing.

Ready to Close Faster and Report Sooner?

Start free, no credit card required. Upload your next data export and see how much time your team gets back.

πŸ’¬ ColtraDataAi Assistant
Hi! Ask me anything about ColtraDataAi for finance teams. πŸ‘‹