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WAIBI Dashboard

by WAIBI Dashboard · Since 2015
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Active1+ countriesCloud
Quick facts
VendorWAIBI Dashboard
Year launched2015
StatusActive
Location22 Allée de la Forêt de la Reine, 54500 Vandœuvre-lès-Nancy, France
Countries served1+
Languages1
Integrations12+
Free tierN/A
Free trialN/A
Contact salesYES

About WAIBI Dashboard

WAIBI Dashboard is a data visualization software from WAIBI Dashboard that supports interactive analysis. It provides a highly customizable interface, offers reliable reporting features, and combines data integration capabilities to improve data-driven decision-making. This platform is designed for accounting professionals and consultants looking to diversify their support missions through insightful visual analytics. The WAIBI Dashboard allows users to create tailored reports and visualizations that cater to specific client needs, helping them deliver actionable insights. Key capabilities: interactive data visualization customizable reporting data integration analytics tools API support Best for: accounting experts and consultants that need effective data presentation and analysis tools for their clients.

WAIBI represents a critical evolutionary leap for accounting firms, repositioning them from historical reporters to essential strategic advisors for their small and medium-sized enterprise clients. The platform excels by consolidating and analyzing diverse data streams—including accounting, business, payroll, and HR metrics—to provide holistic, in-depth analysis. This capability directly supports service diversification, transforming accounting teams into management consultants who deliver highly valued, proactive management feedback and guide clients toward informed decision-making and optimal business management, as highlighted by multiple partner firms. The solution’s strength lies in its user experience and customization. It allows firms to quickly and simply deploy graphical, dynamic dashboards where data is automatically extracted and updated directly from existing accounting software. Features like KPI commentary, custom indicator creation, comparison filters, and multi-year data sliders provide flexibility for tailoring analyses to individual client needs. Furthermore, WAIBI prioritizes security, guaranteeing data hosting exclusively in France with encryption, segregation, and frequent backups, ensuring client data integrity and peace of mind. Deployment is noted for its quick setup and seamless integration with existing production tools, enabling rapid transformation within the accounting firm.

Pros & Cons

Pros
  • Enables accounting firms to provide advisory services beyond basic bookkeeping by delivering interactive and insightful dashboards.
  • Saves time by automating data extraction and reporting from multiple accounting systems, reducing manual Excel or PDF handling.
  • Customization allows firms to create client-specific KPIs and dashboards, making analyses highly relevant and actionable.
  • Enhances client communication through commenting on KPIs and sharing insights in real time, improving collaboration and trust.
  • Multi-year and trend analysis helps clients anticipate issues and make data-driven strategic decisions.
Cons
  • Heavy reliance on clients’ accounting and HR system data quality may impact the accuracy of analyses
  • Smaller firms may find setup and configuration more complex than anticipated due to extensive customization options.
  • Some dashboards and reports may be overwhelming for clients unfamiliar with financial metrics.
  • Lack of offline functionality prevents access to dashboards without an internet connection.
  • Data synchronization delays may occur if connected accounting systems experience downtime.

Features

Key features

Interactive dashboards

Create graphical and dynamic dashboards for accounting, business, social, and HR data to facilitate client engagement.

Custom indicators

Build custom KPIs, apply comparison filters, and select graphical representations for tailored client insights.

Multi-year analysis

Track performance trends over multiple years using sliders and trend analysis tools.

Commenting and collaboration

Add comments and share analyses on KPIs directly with clients for real-time interaction.

Sector-specific analyses

Provide benchmarking and industry-specific insights to help clients understand their performance relative to peers.

Consolidation

Aggregate data from multiple entities for group-level reporting and analysis.

Data integration

Connect WAIBI to various accounting and payroll systems to automatically extract and update data.

HR monitoring

Track payroll, social, and HR-related metrics alongside financial data for comprehensive client analysis.

Security and backups

Data is encrypted, hosted in France, backed up every 6 hours, and can be rapidly restored.

Seamless access

Web-based dashboards accessible on desktop, tablet, or smartphone for anytime, anywhere analysis.

Additional features

Standard dashboards

Pre-built templates and KPIs ready for deployment without customization.

Custom dashboards

Build unique dashboards tailored to each client’s specific needs and preferences.

API connectors

Integrate with accounting software like CEGID QUADRA, SAGE, PennyLane, TEOGEST, and more.

Payroll/HR data integration

Pull payroll and HR data from connected systems for unified analysis.

Real-time updates

Automatic data extraction and updates from connected accounting systems.

Annotation and commenting

Collaborate with clients by commenting directly on dashboards and KPIs.

Multi-year slider

Visualize performance trends and historical comparisons for better decision-making.

Consolidation

Combine multiple client or entity datasets for holistic reporting and analysis.

Industry benchmarking

Compare client performance against industry peers for context-aware advice.

Web-based access

Access dashboards and data from any device with a browser.

Data security

End-to-end encryption, segregated storage, and frequent backups ensure safety of client data.

Dedicated support

Responsive support via phone, email, or chat for issue resolution.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

1
Countries served
1
Interface languages
12
Billing currencies

Available in

France

Interface languages

French

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇿NZD🇰🇷KRW🇷🇺RUB

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