As a start-up founded by professionals with in-depth experience in risk management, we at The Kaptive have an advanced perspective on creating value for our clients through modern digital products.
Effective risk management requires constant monitoring and analysis of financial data. Leveraging our expertise in the BFS industry, we are uniquely positioned to help businesses with custom designed digital products that can identify and mitigate financial risks proactively to improve their overall financial performance.
- PLSE
An intuitive financial reporting and dashboarding platform for small and medium businesses.
Together with our client partners, our vision behind creating PLSE was to create a comprehensive digital cockpit solution with the end objective of quickly creating customized financial reports and board packages for end use by CXOs.
Financial reports are time consuming to collate and summarize as financial data resides in separate departments like Finance, HR, Sales etc. This makes it difficult to access, track and consolidate for reporting which is not the best use of leadership bandwidth.
- How PLSE can generate value
PLSE accelerates the above process by seamlessly connecting to online financial data platforms to generate smart visualization and insightful financial analysis at the click of a button.
By automating the process of generating smart visualization and analysis, PLSE can help businesses save time collating data and let them focus on the actual analysis part.
Additionally, by consolidating the analysis in one place, PLSE can help businesses gain a more organized and comprehensive understanding of their financial performance and ultimately drive productivity.
- WHY PLSE
Founders and CEOs of SMBs Need Access to Custom Financial & Operational Reports with Sophisticated Analytics And Advanced Visualization Capabilities
01. Manual Analysis
Manual tools like excel lack visibility to quick and insightful financial reports in fast paced high growth organizations
03. Data in Silos
Financial data resides in separate systems, making it difficult to access, track and consolidate for reporting
02. Time Consuming
Financial Reporting & Board Packages are time consuming and not the best use of leadership bandwidth
04. Technology
A dedicated tool to analyze, chart, compare and plan would cut manual effort and bring a sophisticated approach to financial reporting
- An intuitive financial reporting and dashboarding platform for small and medium businesses
PLSE
A next generation business and financial insight SaaS tool, built for SMBs organizations.
PLSE Offers:
- Online Reporting (Charting, KPI Tracking)
- Analysis (Across data silos)
- Board Packages (With insights to drive business growth)
- PLSE - Key Features
Smart Visualization
- Sync PLSE with your financial data from various online input data sources
- Create beautiful visualization to depict your financial data
- Utilize the power of our multiple layer mapping engine to reveal trends from the nth layer numbers
- Combine fields from various reports, mix and match
- When ready, share your creation with the people who matter
KPI Tracking
- Track KPI Metrics on the fly
- Choose from a preset list or create your own custom KPIs
- Use PLSE’s sophisticated mapping engine to track variables across multiple nested layers
- Compare KPI performance against set thresholds, previous periods or versus any metric
- Easy graphical visualization with KPI cards
Financial Summaries
- Advanced summary functionality let you see the numbers behind the charts
- Choose from multiple preset summaries or create your own template
- Create customized calculations and add to any table template
- Key figures can be displayed as a quick preview on top for an enhanced comparison
Board Packages
- Bring everything together into a Board Package Report
- Board Package combines element of Charts, KPIs and Tables in seamless fashion
- Use preset templates or design your own Board Package intuitively
- Preview the report on screen and arrange, order and re-order sections to your liking
- Share, Print, Email to chosen recipients when done