Two financial charts: a line graph showing Net Income YTD rising from 90 to 150, and a bar chart illustrating Receivables by Aging Bucket for Marketing, IT, HR, and Operations departments, with varying pink and purple bars.Two financial charts with company logos: a pie chart showing operating expenses by category with salaries at 42%, rent and utilities 18%, other 15%, marketing 14%, and IT & software 11%, plus a bar chart of receivables by aging bucket with highest amounts in 0-30 days and decreasing amounts across 31-60, 61-90, and 90+ days.Line graph showing revenue increasing from January to June, with values rising from about 620 to 760.Line graph comparing cash inflows and outflows from January to May, showing inflows rising above outflows.

Transform Financial Data Into Strategic Advantage

AI-powered data platform that connects your financial systems, automates reporting, and delivers actionable insights to drive profitable growth.

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With BEEM, Your Data Investment Pays Dividends

Value Proposition

Stop spending on expensive data teams. BEEM's managed platform delivers enterprise-level insights at a fraction of the cost while freeing your team to focus on strategic analysis and client advisory services.

Speed of implementation

Get results faster than traditional data implementations with BEEM's pre-configured financial templates and automated workflows.
  • Implementation in days, not months
  • Automated report generation
  • Real-time financial dashboards

Low Cost Solution

Reduce your total data investment while gaining enterprise capabilities through BEEM's managed service model.
  • 60% less than building internal teams
  • No infrastructure maintenance
  • Predictable monthly pricing

Financial expertise

Access specialized data engineering talent without the hiring challenges and management overhead
  • Dedicated data engineers included
  • Industry-specific templates
  • Ongoing optimization support

Make Informed Decisions With Financial KPIs That Matter

Key Performance Indicators

Cash Flow Forecasting & Analysis

Track receivables aging, payment patterns, and seasonal cash flow variations with automated variance analysis to predict future liquidity needs.

Operational Efficiency Metrics

Monitor billable hour utilization, project completion rates, and staff productivity across departments to maximize operational performance.

Client Profitability & Portfolio Management

Analyze revenue per client, service line profitability, and resource allocation efficiency to identify your most valuable relationships and optimize service delivery. Share customized performance dashboards directly with clients through secure workspaces.

Automated Compliance Reporting

Generate regulatory reports, tax filings, and audit documentation automatically while maintaining complete audit trails for compliance requirements.

Strategic Financial Planning

Multi-scenario budgeting, variance analysis, and performance trending that connects historical data with forward-looking projections.

Margin Protection & Risk Analysis

Real-time tracking of project margins, cost overruns, and client payment risks with predictive alerts for margin erosion.

Join leading finance teams using BEEM to
reduce reporting time by75%
while improving decision accuracy.

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We Eliminate Daily Challenges for Finance Leaders

Challenges

Manual Report Generation

Hours spent consolidating data from multiple systems instead of analyzing results and advising stakeholders.
The BEEM Solution:
Automated data consolidation with one-click report generation across all your financial systems.
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Compliance & Audit Complexity

Manual processes create compliance risks and audit preparation headaches with incomplete documentation trails.
The BEEM Solution:
Automated compliance reporting with complete audit trails and regulatory templates. Secure client workspaces provide auditors controlled access to relevant data without compromising other client confidentiality.

Scaling Without Overhead

Problem:
Growing client base requires expensive data team hires with uncertain ROI and management complexity.
The BEEM Solution:
Managed platform scales with your growth without additional headcount or infrastructure costs. Standardized workspace templates enable rapid onboarding of new clients with consistent service delivery.

Data Silos Preventing Insight

Critical financial data trapped in separate systems (QuickBooks, Accumba, bank feeds, CRM) without unified view.
The BEEM Solution:
700+ pre-built connectors that unify data from all your financial and operational systems.

Client Advisory Time Constraints

Too much time on data preparation, not enough time providing strategic guidance to clients and stakeholders.
The BEEM Solution:
Automated data workflows free up 15+ hours weekly for high-value advisory services. Client workspaces enable real-time collaboration on financial insights without exposing sensitive firm data.

Seamlessly Connect Your Existing Financial Stack

Integrations

Business Financial Overview dashboard with liquidity ratio, cash inflows vs. outflows, operating expenses pie chart, revenue line graph, and budget vs. actual spending bar chart, surrounded by various fintech and accounting app logos.

Core Accounting Systems

Connect all your primary financial data sources with native integrations that maintain data integrity and real-time synchronization.

  • QuickBooks (all versions)
  • Acomba
  • SAP Business One
  • Sage
  • Xero
  • Simply Accounting
  • Odoo

Banking & Financial Services

Automate transaction import and reconciliation across all your financial institutions and payment systems.

  • All major banks and credit unions
  • Payment processors (Stripe, Square, PayPal)
  • Investment platforms
  • Insurance management systems

Specialized Finance Tools

Extend your data reach beyond accounting to capture operational metrics and client relationship data.

  • CRM systems (Salesforce, HubSpot, Microsoft Dynamics CRM)
  • Project management platforms
  • Expense management tools
  • Payroll systems
Explore our integrations
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A Team of Data Experts to Help You Build And Offer Ongoing Support

Professional Services

Dedicated Data Engineering Team

Your assigned team of data experts handles all technical aspects while you focus on business results. No need to hire or manage data specialists.

Custom Dashboard Development

Tailored analytics that match your unique business requirements and client reporting needs. Create standardized workspace templates for different client types while maintaining complete data segregation and security.

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Industry-Specific Templates

Pre-built dashboards and KPIs designed specifically for finance and accounting firms, based on years of industry experience.

Ongoing Optimization

Continuous monitoring and improvement of your data pipelines with quarterly business reviews and performance optimization. Regular workspace audits confirm that client access remains appropriate and secure.

Training & Change Management

Comprehensive onboarding for your team with ongoing support to maximize platform adoption and ROI.

Testimonial

" 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, Business Intelligence & Power BI at Demers Beaulne
MG Construction

Why Data Is Your Best Financial Investment

Immediate ROI

Competitive Advantage

Transform your firm into a data-driven advisory powerhouse that clients turn to for strategic guidance.
  • EFaster, more accurate client advisory services
  • Proactive insights that differentiate your firm
  • Scalable growth without proportional cost increases
  • Client workspace collaboration that builds stronger relationships
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Risk Mitigation Value

Proactive monitoring and automated alerts protect your organization from financial surprises and compliance issues.
  • Early warning systems prevent cash flow crises
  • Automated compliance reduces audit risks and penalties
  • Data-driven decisions reduce costly strategic mistakes
Abstract digital visualization with dollar signs and dotted lines glowing in purple, divided by a vertical blue line with a circular icon on top.
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Immediate Cost Savings

BEEM eliminates expensive overhead while dramatically improving productivity across your finance operations.
  • 75% reduction in report preparation time
  • Eliminate need for dedicated data analyst hires
  • Reduce software licensing costs through unified platform
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Revenue Growth Opportunities

Data-driven insights reveal hidden revenue potential and optimization opportunities within your existing client base.
  • Identify top 20% of profitable clients for expansion
  • Spot service line opportunities worth 15-30% revenue growth
  • Improve billing accuracy and reduce revenue leakage

Ready to turn your financial data into a strategic advantage?

Modern finance and accounting teams use BEEM to automate reporting, forecast cash flow, and surface client profitability, without hiring a data team.
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