Case Study: AskUI cuts monthly investor reporting time to 15 minutes with ValueWorks

How we reduced time to create monthly investor reporting to 15 minutes

The customer, AskUI, a software development startup from Karlsruhe, Germany, faced a significant challenge with its monthly investor reporting. The process involved extensive manual effort to calculate requested KPIs and aggregate financial data, which was a major overhead for the team. ValueWorks engaged with them to optimize this management reporting process using their industry-templates and standardized integrations for Software-as-a-Service companies.

ValueWorks implemented a two-step solution that included setting up integrations with data sources like DATEV and Hubspot to automate KPI calculations and generate investor-ready financial statements. This reduced the time AskUI needed to create its monthly investor reporting from an entire day to just 15 minutes. The setup required only a 3-hour initial investment from AskUI, ultimately saving them a day of manual work each month.

AskUI