Finance in a Box

Finance in a Box is a MicroStrategy-based framework that includes hundreds of powerful financial metrics, alerts, dashboards, and reports to provide quick and easy insight into actual, budget, and variance details among others with prebuilt variance analysis, trial balance, profit/loss, and balance sheet reports.

iProjects  Finance’s powerful prebuilt BI solutions deliver intuitive, role-based intelligence for everyone in an organization. Our end-product is a customized solution that enables better decisions and business processes based on best practices, allowing organizations to gain insight and reap the value from a range of data sources and applications including Oracle E-Business Suite, PeopleSoft, Siebel, JD Edwards, and third party systems.

What is the value?
  • Reduction in total cost of ownership. Typical organizations consider several build- or- buy decision criteria for implementing new BI solutions: return on investment, total cost of ownership, time to market/deployment, resource capability and skill sets, and more. Studies have shown that building a BI and data warehouse application from scratch can take a year or more to complete, cost millions of dollars, and yet still oftentimes fail to meet business needs or expectations. By using our framework, organizations can benefit from faster deployment, lower TCO, and more pervasive insight with any alternative BI approach.
  • Predictable and compressed implementation time. By leveraging our framework we are able to implement more quickly, with less risk, and at a fraction of the cost required to build traditional business intelligence (BI) solutions.
  • Deliver value to the business in 12 weeks or less. Finance professionals and managers across the organization can monitor performance, analyze specific metrics, and compare them to budgets or performance benchmarks. They can quickly spot deviations and take actions to correct them before they become problems. iProjects Finance Apps enables financial analysts to perform intra-period balance sheet and income statement variance analyses to determine on a near-real time basis how the business is performing.
Benefits - Business Users:
  • Receive intra-period information on income statement, cash flow, and balance sheet condition without having to perform consolidations or wait for books to close
  • Drive financial accountability to department managers by providing timely information to help better budget management
  • Provide each user with timely and in-context financial and cost information to improve decision-making
  • Drive budget accountability down to departmental managers and provide them daily visibility into budgeted versus actual performance
Benefits – Managers:
  • Accelerate deployment of financial data warehouse  
  • Integrate data from multiple sources to provide business users with a complete view of the customer and business operations
  • Adapt to changing external and internal needs by leveraging, not replacing, existing investments
  • Reduce the burden on IT resources


iProject Partner’s BI Solutions can integrate with packaged ERP systems such as Oracle and PeopleSoft. In addition, they can complement popular finance applications such as Hyperion and … Excel.

Contact Us at or call us at 949.484.LEAD (5323)

Supported Modules and Example Reports:

General Ledger
  • Balance Sheet & Analysis
  • Trial Balance & Analysis
  • Actual/Budget Variance Analysis
  • P&L
  • P&L Variance Analysis
Accounts Payables 
  • Aging Analysis
  • Invoice Details
  • Payment Performance
Accounts Receivables
  • Aging Analysis
  • Invoice Details
  • Effectiveness