Atheniks Hero

Structured Financial Planning
for Modern Businesses

From budget planning to strategic investment analysis.

Atheniks Dashboard

Your finance manager exports data from the ERP, opens five Excel files, consolidates everything by hand — and at the end, one number doesn’t add up.

Atheniks – Pain Section

The Problem

Too many files, too many versions

Every department maintains its own spreadsheet. By month-end, no one knows which version is the current one.

Broken formulas, wrong numbers

One change in row 47 breaks three other calculations. The error only surfaces after the report has already landed on the CEO’s desk.

Days lost on month-end close

ERP exports, manual consolidation, back-and-forth over email. By the time all the numbers align, valuable working days are gone.

Financial planning should speed up decisions — not slow them down.

Atheniks solves exactly that: one single platform that consolidates your data automatically and gives your team the answers it needs.

Atheniks – The Solution

This is what the difference looks like.

Atheniks doesn’t just replace spreadsheets. It changes how your finance team works.

Before

ERP export, manually copied into Excel, formulas checked, errors hunted down.

Every department sends their own version. No one knows which one is current.

Month-end close costs the finance team several full working days.

Running scenarios means: new spreadsheet, new formulas, new chaos.

The CEO is waiting on numbers that should have been ready days ago.

Sources
Accounting
ERP
HR
CRM
manually exported & stitched together
RE: Q1 numbers – which version?
“I have Budget_v2 here, you sent v3. Which one is correct?”
RE: EBIT is off
“Formula error in row 47 – please check again!”
Teams – Finance
“Does anyone have the headcount file from HR? Can HR please send me the numbers?”
Costs_v2_FINAL.xlsx
Materials
#REF!
Manufacturing
??
Sales
#REF!
Admin
1,240
Logistics
#REF!
Total
#DIV/0!
Headcount_final(3).xlsx
Name
Cost
Smith, T.
4,800
Miller, K.
??
Weber, J.
#REF!
Fisher, A.
5,200
Hoffman, S.
#REF!
Total
#DIV/0!
Budget_v3_new(2).xlsx
Category
Jan
Feb
Revenue
3,820
#REF!
Material Costs
1,140?
#REF!
Headcount Costs
#REF!
#REF!
Sales
480
??
Admin
310
#REF!
Other
980?
#REF!
Total Costs
2,910?
#REF!
EBIT
#DIV/0!
#DIV/0!
With Atheniks

Data is pulled automatically from your ERP and other sources. No manual step required.

One shared platform. All departments, one data source, zero version conflicts.

Month-end close runs automatically. Finance reviews instead of rebuilds.

Scenarios at the click of a button: optimistic, base, pessimistic — instantly comparable.

The CEO and CFO see the current picture in real time, without waiting for a report.

Sources
Accounting
ERP
HR
CRM
automatically synced
Atheniks — Single Source of Truth
Live
Period
Revenue
Costs
EBIT
Jan
3,820
2,910
910
Feb
4,100
3,050
1,050
Mar
4,800
3,410
1,390
Live Dashboard
Revenue
$4.8M
+14.3%
EBIT
8.2%
+1.4 pp
Liquidity
$2.4M
-$1.7M
Forecast
94.2%
+3.1 pp
Plan vs. Actual
Plan
Actual
Liquidity
Cost Structure
Headcount
62%
Materials
24%
Other
14%
EBIT Trend

Atheniks – Who is it for?
Who is Atheniks for?

Built for the people who make decisions with numbers.

Atheniks speaks the language of finance teams, not IT departments. No training sessions, no consultants, no enterprise contracts.

CFO

The CFO who needs fast answers to financial questions

You get asked: “What does our cash position look like over the next few months?” By the time the answer is pieced together, the meeting is over and decisions have already been delayed.

With Atheniks: Liquidity forecast on demand — live, with no prep required.

Finance Manager

The finance manager drowning in spreadsheet chaos

You maintain linked spreadsheets, one change breaks everything, the totals don’t add up, and somewhere there’s still a file called “Budget_final_v3_new(2).xlsx”. You’ve lost track of which version is current.

With Atheniks: One single source of truth. No version hell, no manual consolidations.

CEO / Founder

The CEO who actually wants to understand the business

You need to evaluate projects, track margins, and at year-end you have no idea whether a project was actually profitable. The finance team always delivers the report too late.

With Atheniks: Project profitability in real time. No unpleasant surprises at year-end.

Atheniks – Why Atheniks?
Why Atheniks?

The most adaptable financial planning tool for growing businesses.

Maximum flexibility, intuitive design, and deep integration with the tools your team already uses. No trade-off between power and simplicity.

Quick Setup

No months-long rollout

While other vendors sell implementation projects, you set up Atheniks yourself. No kick-off workshop, no project plan, no waiting room.

Live
Xero
Salesforce
+ more
Integrations

Connects to the tools you already use

QuickBooks, Xero, Salesforce, NetSuite — Atheniks pulls data from your existing stack automatically. No more copy-pasting between systems.

Ease of Use

Open it. Understand it. Get started.

Your team opens Atheniks and gets it immediately — because we simplified every feature until an explanation became unnecessary.

QuickBooks → Atheniks
Accounting

Your accounting software. Directly connected.

Atheniks reads your data automatically from QuickBooks, Xero, or Sage. No manual exports, no detour through Excel. The numbers are where they belong.

Atheniks – CTA
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