Your ledger sits in QuickBooks or Sage and the budget lives in Excel, so the answer to "where do we stand" takes a week of exports.
BEEM joins those systems into one set of numbers that ties out, and your team questions it in plain language. First dashboards run on your own data in as little as 2 weeks.
Companies that trust us
AI in finance is the use of an AI assistant and generated dashboards to answer the recurring questions about cash, margin and variance from data already in the books.
BEEM is a managed data platform that connects the accounting system, the CRM and the budget files into clean tables. Controllers then ask questions in plain language, and every answer shows the SQL that produced it.
Day three of the close, the ledger export is in and the budget file still carries last year's cost centres.
Month-end close · September
Day 1
Day 2
Day 3
Day 4
Day 5
Day 6
Exports and tie-outs
4 days
Accruals
Analysis
Board due
Today
4 days moving numbers between files
½ day reading them
Every example below runs on data you already have, grouped the way the month runs: close week, the weeks between closes and board season.
None of it needs a data scientist on staff.
Close week
Ask in plain language and the AI assistant runs the query on the ledger and the budget, then returns the variance by account and department.
The SQL stays visible for whoever signs off.
Close week
Dataset tests run on every refresh and flag a duplicate invoice number or an unmapped GL account as a warning or a blocker.
Blockers keep bad rows out of the figures your board will read.
Between closes
Receivables, payables and cash on hand roll into one 90-day view, projected by the forecasting built into the platform on AWS.
Push a large receivable out 30 days and watch the low point move.
Between closes
Click the 61-90 day bucket and a side panel lists the invoices, customers and due dates behind that total.
DSO turns into a call list for the receivables clerk instead of a number to defend.
Any week
Through BEEM's MCP Server, the assistant your team already uses connects to the workspace with one URL and an existing BEEM login.
Permissions follow each person's BEEM account.
Board season
Attach the board pack PDF from last quarter and an AI Dashboard rebuilds its pages on your connected data.
Refine it by chatting, and version history takes you back when an edit misses.
75%less reporting time for finance teams on automated dashboards
Reported by finance teams using automated dashboards
Hours on the monthly reporting cycle
Three quarters of the cycle back to analysis
“This collaboration allows us to focus our efforts in the right places. BEEM handles data connection and transformation, while we guide clients in identifying their performance indicators.”
Maryse Corriveau
Senior Manager, BI, Demers Beaulne
15+ hours
a week freed from manual reporting
As little as 2 weeks
to first live dashboards
BEEM reaches your accounting package through 750+ pre‑built connectors, along with the CRM where bookings live and the payroll export you reconcile every month.
Spreadsheets your team still owns, like the budget or the capex plan, arrive as scheduled exports. Power BI can keep reading the same clean tables.
The general ledger
GL detail, AR, AP, invoices
Synced 6:02 AM
Where bookings live
Bookings, pipeline, renewals
Synced 6:10 AM
What finance still owns
Budget_2026.xlsx, capex plan, payroll export
Export scheduled daily
Keeps working on top
Reads the same clean tables
Live connection
Payroll can stay out of scope while receivables are in, because the assistant only reaches datasets someone has switched on for AI.
Organization Admin, Editor and Viewer roles apply per workspace, and a board member can see a result without the query behind it. Monitor keeps the audit trail of every sync, refresh and test.
The platform runs in a dedicated AWS environment in Canada with the AI on AWS Bedrock, under SOC2 processes and PIPEDA and GDPR compliance.
SOC2 processes
PIPEDA
GDPR
AI on AWS Bedrock
Week one goes to connections, with IT granting access to the accounting system, the CRM and the scheduled exports.
In week two, BEEM's data team can shape accounts, budgets and billing into tables that agree, while your controller reviews the definitions rather than the SQL. Then you describe the first dashboard and the AI builds it on live data.
What you need
An accounting package with an API or database
About twelve months of history
One person who owns the definitions of revenue and gross margin
FAQ
BEEM is a managed data platform that connects, transforms, and analyzes your business data with AI-powered insights. The platform integrates data from 700+ sources including accounting systems, CRMs, ERPs, and other business tools, then transforms that data into dashboards and reports you can use right away. Unlike DIY solutions, BEEM handles all the technical work—from data pipelines to infrastructure—so you get insights in days instead of months.
BEEM can be implemented in days rather than the months typically required for custom data solutions. The platform's managed service approach means BEEM's team handles connector setup, data transformation, and dashboard creation while you focus on defining your business requirements. Most clients see their first dashboards within the first week.
BEEM provides a fully-managed service where experts handle your data infrastructure, while Fivetran and Keboola are self-service platforms requiring technical teams to operate. BEEM includes data transformation, dashboard creation, security management, and ongoing support as part of the service. This makes it more cost-effective for mid-market companies that want enterprise capabilities without hiring specialized data engineers.
BEEM connects to 700+ data sources including accounting systems (QuickBooks, SAP Business One, Microsoft Dynamics, Acomba), CRMs (Salesforce, HubSpot, Microsoft Dynamics CRM), project management tools, marketing platforms, and custom databases. The platform also develops custom connectors when needed—for example, BEEM built Odoo connectors for specific client requirements.
No. BEEM's managed service model means you don't need technical staff to operate the platform. BEEM's team handles data pipeline setup, transformations, infrastructure management, and security. You work with BEEM to define what insights and reports you need, and they build and maintain everything behind the scenes.
Building your own data pipelines requires hiring data engineers, purchasing multiple tools, and spending months on implementation and maintenance. BEEM delivers the same capabilities in days with a managed service that includes expertise, infrastructure, and ongoing support. For most mid-market companies, BEEM eliminates the complexity and cost of assembling a custom data stack while providing enterprise-grade capabilities. Choose BEEM if you want to focus on using data rather than managing technical infrastructure.
Building an in-house data stack typically requires hiring data engineers ($120K+ annually), purchasing multiple tools for ETL, storage, and transformation, and ongoing maintenance costs. BEEM's managed service consolidates these expenses into a single subscription that includes infrastructure, expertise, and support. Most mid-market companies save 40-60% compared to the total cost of assembling and maintaining an internal solution.
Hiring an internal data team typically costs $200K-$400K annually (data engineers, analysts, infrastructure costs), plus 3-6 months for implementation. BEEM provides the same capabilities at a fraction of the cost with a managed service that includes expert resources, infrastructure, and support. Companies typically see ROI within the first quarter through faster decision-making, reduced manual reporting time, and eliminating the need for specialized hires. BEEM clients report saving 40-60% compared to building and maintaining an in-house data solution while getting insights operational in days instead of months.
Yes. BEEM works with your existing BI tools including Power BI, Tableau, and other visualization platforms. BEEM handles the data integration and transformation, then feeds clean, analysis-ready data into your preferred reporting tools. For example, BEEM accelerated SAP data integration into Power BI for clients who wanted to keep using Microsoft's visualization platform while simplifying their data pipeline.
Pick the question your board asks every month and we will walk through it on real data in the demo, then you decide.
“Why did September’s DSO rise from 44 to 51 days?”
