Case Study: Insight Consulting achieves clear, transparent financial planning and reporting with Lucanet

How a financial startup uses LucaNet to showcase its client’s numbers

Insight Consulting is a financial services consultancy that helps SMEs, especially hotels, with financial planning and reporting. Using Lucanet software, it needed a way to import client accounting data, standardize it, and turn complex numbers into clear, usable reports.

Lucanet provided Excel integration, planning functions, and embedded Power BI reporting so Insight Consulting could build harmonized databases, perform detailed analysis and budget planning, and deliver concise one-page or multi-page reports. With Lucanet, Insight Consulting now gives customers a transparent view of key metrics like occupancy, liquidity, cash flow, and seasonality, helping them understand their figures better and plan more confidently.

Insight Consulting

David Obojes

Co-Founder and CEO