Connect Exact Online, Yuki, Visma, PowerOffice, Fortnox and more, give each client its own warehouse, and deliver management reporting in Excel, Power BI or Metabase – under your own brand, without hiring a data engineer.
The problems accounting and finance teams tell us about – and how each one works in Peliqan.
Connect Excel or Power BI directly to live data for month-end, board and management reporting, and give clients self-service access through branded portals.
Add interactive charts in a few clicks, create custom reports in Excel, or build full dashboards in Power BI, Tableau, Qlik or built-in Metabase.
Connect Claude, ChatGPT or any MCP client to Peliqan. Ask questions in plain language, get answers as SQL on the synced warehouse copy.
Reporting, consolidation, Excel and AI: set each one up in Peliqan once, then reuse the same setup for every client.
Switch from one entity to another instantly, and consolidate them onto a single chart of accounts. Build bespoke solutions per entity with low-code Python and SQL.
Develop mini apps, interactive portals and predictive models with Peliqan’s low-code tools, and deploy customer-facing products fast.
One-click ETL per entity. Sales, GL, customers and inventory are imported and linked automatically, kept fresh and ready to consolidate.
A dedicated warehouse per entity on Peliqan’s built-in warehouse, or bring your own Snowflake, BigQuery or SQL Server.
Add clients, connect their systems, and deliver the reporting – without traditional data work.
Create the client's environment and connect their accounting system - Exact Online, Yuki, Visma and more - in a few clicks.
Peliqan syncs the data into the client's warehouse: GL entries, invoices, debtors and more, historical and current, on a schedule.
Switch between clients from one login. Query with SQL or the Excel add-in, and build dashboards in Power BI or Metabase in minutes.
Exact Online, Yuki, Visma, PowerOffice, Fortnox and 300+ more, plus banking data via Ponto and invoice processing via Zenvoices. Missing one? We build it within 2 weeks.
SOC 2 Type II and ISO 27001 certified, GDPR compliant, and hosted in the EU.
AI-ready connectors
to deliver a custom connector
hosted on AWS Frankfurt
Vela Group gets live portfolio insights and 9-month revenue forecasts from ERP, CRM and planning data – and spends ~75% less time on reporting.
less time on reporting
revenue forecasts
Horsum delivers Power BI dashboards and financial reporting for a wide range of SMEs. With Peliqan, they replaced manual data collection from Exact Online, Winbooks and other platforms.
The systems your clients run: Exact Online, Visma, Yuki, PowerOffice, Fortnox, Tripletex, Odoo, Xero, NetSuite and Dynamics 365, plus banking data via Ponto and invoice processing via Zenvoices – from a library of 300+ connectors. If a client uses something niche, we build a custom connector within 2 weeks.
Each client becomes a sub-account under your central partner account, with its own connections and warehouse, dedicated or shared. You switch between clients from one login, and you reuse the same reports, dashboards and data models across every client instead of rebuilding them.
Peliqan imports the general ledger from each entity and maps it onto a single chart of accounts, so you can report per entity or consolidated across the whole group. Data stays in sync on a schedule, so month-end and board reports are built on current numbers.
Yes. The Excel add-in pulls live warehouse data directly into your spreadsheets, refreshed in one click with Sync data or Sync all sheets – no exports or copy-pasting. It works in Excel on Windows, Mac and in the browser. For dashboards, use Power BI, Tableau, Qlik or the built-in Metabase.
No. Pipelines are point-and-click, transformations are SQL, and custom work is low-code Python with an AI assistant that writes and debugs the code with you – plus a spreadsheet UI over live data. Partner onboarding includes guided setup and training for your team.
Your brand. Clients access dashboards and portals with your logo, colors and domain, you can connect your own login with single sign-on, and new client environments are auto-provisioned through the Partner API. To them, it is simply your reporting service.
Yes. Each client’s data is isolated in its own environment, hosted in the EU on AWS Frankfurt. Peliqan is SOC 2 Type II and ISO 27001:2022 certified and GDPR compliant, with row-level and column-level access control and audit logging. You control who can access which client.
Turn monthly reporting into a recurring product under your own brand. Talk to the partner team about per-client setup and pricing.
