Your company in your pocket

Financial reports
ready in minutes,
not days.

Dolphia pulls data from your ERP, sales, and inventory systems and turns it into dashboards, analyses, and automated narratives. Ask questions about your financials in plain English.

app.dolphia.com/finance/dashboard
Financial Dashboard
Period: Apr 2026
Period Revenue
$11,195,259
+1.9% vs prior period
Cost of Goods Sold
$7,987,895
+2.0% vs prior period
Gross Margin
28.6%
(Revenue − COGS) / Revenue
Monthly trend (last 12 months)
MayJunJulAugSepOctNovDecJanFebMarApr
Gross Margin by segment
Segment Revenue Margin %
Technical Fabrics1,817,30235.7%
Bulk Packaging1,033,67832.9%
Fittings & Hardware1,242,92129.4%
Shade Netting1,355,63022.2%
The problem

How many hours do you lose every month-end?

Pulling data from multiple systems, consolidating in Excel, building presentations by hand, chasing inconsistencies — the time you should spend deciding gets burned on preparing data.

Without Dolphia
  • ✕Manual data extraction from ERP, sales, and inventory systems
  • ✕Excel consolidation with constant risk of error
  • ✕Board presentations built by hand each month
  • ✕Manual validations that take days
  • ✕No traceability — where did that number come from?
  • ✕Stale data by the time it reaches the board
With Dolphia
  • ✓Direct connection to your ERP, sales, and inventory systems
  • ✓Reports with automatic consistency validation
  • ✓Dashboards and narratives generated in minutes
  • ✓Ask your data questions in plain English
  • ✓Full traceability of every calculation and conclusion
  • ✓Real-time data ready for the board at any moment
Features

From raw data to strategic decisions

Dolphia automates the full cycle: it pulls data from your systems, validates consistency, generates reports with narratives and insights, and lets you have a conversation with your own data.

Automated reports & dashboards

Connect your ERP, sales, and inventory systems. Dolphia generates standard reports, dashboards, and automated narratives — with insights and variance explanations built in.

  • Integrates with accounting ERP, sales, and inventory
  • Automatic outlier detection
  • Exportable to Excel and compatible with Power BI

KPIs & glossary tailored to your business

Every company calculates EBITDA differently. Define your formulas, your glossary, and upload your documents (memos, reports, PDFs) so Dolphia speaks your business's language.

  • Custom formula library for your industry
  • Document upload (PDF, Word, PPT, Excel)
  • Automatic KPI threshold alerts
More included capabilities
🔒

Guaranteed confidentiality

Your data is never shared. We sign an NDA if required.

👥

User profiles & roles

Login with user credentials. Permissions configurable by team or hierarchy.

🌐

Live macroeconomic data

CPI, FX rates, interest rates, and more — automatically integrated into your analysis.

🚀

Phased implementation

Standard product ready to scale, customizable per company. Up and running in a few weeks.

Process

From your data to your decisions in 3 steps

Step 1

Connect your sources

We integrate with your ERP, spreadsheets, or database — no changes to your existing systems.

Step 2

Dolphia processes it

The AI indexes, structures, and understands your financial data in the context of your business.

Step 3

You ask, Dolphia answers

Get insights in seconds. No manual reports, no waiting on your BI team.

Who it's for

Built for the people who make decisions

📊

CFOs & Finance Directors

Close the month in hours. Dashboards, KPI analysis, and board-ready reports without manual work.

🏢

Boards & Shareholders

Receive automated executive reports with narratives and conclusions. Accurate data, always up to date.

🌍

HQs & Business Groups

Consolidate data across multiple business units. Consistent reporting for any stakeholder.

📈

Controlling Teams

Automate routine reports, focus on strategic analysis, and audit every calculation with full traceability.

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