Free tool · Management control
Upload an Excel file and instantly get KPIs, cash flow and margin by project. Free, no sign-up, with your data staying on your computer. When you want it to talk to your ERP, we are here.
Many companies have their data in a management system or a spreadsheet, but struggle to read it: how much does each project really earn? How will cash move in the coming months? Cogest comes from our management-control practice and turns a simple Excel export into a readable dashboard, in seconds.
The free version runs entirely in your browser: no data is uploaded online. It is designed to deliver value immediately, with no barriers. When the need grows, we step in to connect it to your information system.
Revenue, costs and margin for the period, with the percentage on revenue. The economic picture at a glance.
Revenue, costs and margin month by month, to spot seasonality and variances across the year.
Which projects create value and which erode margin, sorted and comparable. Plus revenue by client.
Use your own export or download our template: year, month, type, project, client, amount.
Drag the file into the tool. Processing happens locally: your data never leaves your computer.
KPIs, charts and tables appear instantly. Filter by year, project or client and analyse.
The free tool works on Excel files. When you want management control to update on its own, drawing directly from your systems, our consulting comes in: we design and build the integration with your ERP.
We connect Cogest to the main ERPs — Zucchetti, TeamSystem, SAP Business One and others — removing manual exports.
We adapt the layout to your cost accounting: cost centres, projects, accrual and cash criteria.
We extend the model with treasury planning, bank reconciliation and drill-down, to your specific needs.
We train the team and support adoption, so the tool becomes part of the decision-making process.
The balance sheet is a photograph of the past. Good management control reads the present and projects the future.
Start for free with the tool, and when you want to integrate it with your ERP, tell us how your system is set up: we will find the right path.
Talk to an expertor write to info@valuemate.it
Manage consent by category. Technical cookies are always active as they are required for the site to work. The others stay off until you enable them.
Required for navigation and basic features (e.g. language and theme preference). No consent needed.
Aggregated statistics on site usage (e.g. Google Analytics) to improve content.
Profiling cookies and embedded third-party content (e.g. social, video, maps).