Transform scattered finance and accounting data into actionable insights. Peliqan connects directly to your accounting and ERP systems, loading live data into a cloud warehouse.
Use Power BI, Metabase, Tableau or Excel to deliver live dashboards and reports to your stakeholders.
Peliqan addresses the evolving needs of modern finance consultants by automating data capture and preparation, allowing you to focus on delivering recurring, data-driven products. Instead of one-off reports, you can now offer clients ongoing access to insights, predictive analytics, and custom mini apps through secure, branded portals.
Quickly switch context from one entity to another. Get instant access to data per entity and build bespoke data solutions per entity with Peliqan’s low-code Python scripts and magical SQL.
Stop relying on outdated Excel exports and manual data processing—access real-time data from all your client entities directly in Peliqan.
Seamlessly onboard clients, manage data access per entity, and deliver new value-added services without manual setups blocking recurring revenue.
Peliqan provides a robust, cloud-based data ecosystem designed for recurring engagement. By consolidating client data from over 250 platforms, you can deliver new productized services directly through client portals. This infrastructure supports your evolution into a data-centric, product-driven consultancy.
Our platform securely connects to all major accounting and ERP systems, capturing customer data in real time.
This enables you to launch new recurring products and mini apps that provide clients with up-to-date financial information, all accessible through custom portals.
Peliqan supports the creation of interactive dashboards, reports, and mini apps that clients can access anytime.
By connecting Excel or Power BI directly to live data, you empower clients with self-service analytics and recurring insights, strengthening ongoing relationships and recurring revenue.
Automated pipelines extract & organize financial records into a warehouse, forming the backbone for your recurring products & client-facing mini apps.
This automation eliminates manual work, enabling you to scale new value-added services such as forecasting analysis.
Transform your financial process with Peliqan’s intuitive three-step workflow. Effortlessly onboard entities, connect to their financial systems, and deliver powerful insights – all without traditional data headaches.
Create a entity profile in Peliqan and invite stakeholders. Each entitiy connects their systems (Exact Online, Visma, etc.) with just a few clicks.
Use 250+ pre-built connectors. Peliqan instantly syncs the entity data into the warehouse. All historical and current records (GL entries, invoices, CRM contacts, etc.) are pulled in automatically.
Switch between entities instantly. Query the unified data with SQL or use the Excel add-in for live analysis. Build charts, BI dashboards or custom Excel reports in minutes. Get real-time insights without any manual exports.
With Peliqan, you become a data-driven product expert. Instantly access client data, build recurring revenue streams, and offer a suite of value-added products – all from a single, secure platform.
Combine financial data from accounting, ERP, CRM, banking, and 250+ other sources to create complete 360° views of your client’s business.
Write SQL queries to join data from different sources with Peliqan’s AI-powered SQL editor – smart autocomplete and suggestions speed up analysis.
Transform financial data into interactive dashboards and mini apps that clients can use every day. Share ongoing insights, push custom reports to Excel, and provide self-service access through branded client portals.
Add interactive charts with a few clicks, create custom reports in Excel, or build full dashboards in Power BI or any BI tool
Clients access dashboards, mini apps, and recurring insights via their own branded portals – deepening your recurring value proposition
Go beyond traditional analytics by developing mini apps, interactive portals, and predictive models that deliver new value to clients. Peliqan’s low-code tools let you rapidly build and deploy customer-facing products.
Write Python scripts with unified data access- code, test, and publish mini apps without hassle, no local setup required
Build custom workflows that write data back to accounting systems, CRMs, and other business applications—automate reconciliations, forecasts, and reporting
Pre-built integrations to Exact Online, Visma (Visma.net, Visma Bouwsoft, etc.), PowerOffice, Odoo, Microsoft Dynamics, NetSuite and more. New connectors (even industry-specific ones) can be delivered within 2 weeks.
One-click ETL per entity. For example, syncing Exact Online or PowerOffice into Peliqan’s warehouse takes minutes. All tables (sales, GL, customers, inventory) are imported and linked automatically.
A dedicated (white-label) warehouse per entity centralizes their data. You can use Peliqan’s built-in warehouse or bring your own (Snowflake, BigQuery, SQL Server, etc.). Peliqan handles schema, storage and incremental updates – so data is always fresh.
Business analysts love working in Peliqan’s web-based spreadsheet interface. You can browse live data tables, write “magical SQL” queries to join them, or add business logic with low-code Python. No more importing exports into Excel; instead work with data in real time.
Build interactive charts and dashboards in clicks. Peliqan lets you “turn financial data into charts and dashboards with a few clicks”. Connect your favorite BI tool (Power BI, Tableau, Qlik, etc.) or use built-in Metabase. Custom Excel/PDF reports are one button-push away.
Join the firms evolving from services to products. Monetize your expertise with branded, recurring offerings – like financial insights, automated forecasts, and client portals. Deploy dedicated data warehouses and mini apps for every client, and scale your recurring revenue with Peliqan’s secure, fully managed platform.
Monetize your data advisory as a recurring product. Offer branded client portals, mini apps, and value-added services that capture and leverage customer data for ongoing engagement.
Schedule a personalized demo to discover how Peliqan enables you to evolve from services to products, unlock new recurring revenue streams, and deliver continuous value to your clients.
Fill in your details to schedule a personalized demo and discover how you can enable your finance professionals with real-time data from entities.
Learn how our pre-built connectors, low-code automation, and AI-powered query assistance can transform your data experience.
