Data Analytics · Bookkeeping · Excel

Finance Data and Analytics for Businesses in the Philippines and Worldwide

VeridaTech builds KPI dashboards, automates spreadsheets, and keeps books current in Xero and QuickBooks, so the numbers you price and hire against are numbers you can defend.

5

Service areas

Xero

Certified

24h

Response time
Data Analytics

Books always current

Reconciled weekly · Reports on demand

What We Do

Five Specialist Service Areas, One Trusted Partner

Most businesses end up with a bookkeeper who never sees the reporting and a report nobody has reconciled. We run all five areas in house, so the same team owns your ledger and your dashboard. Our data and analytics solutions work as one scope or as separate pieces.

Data & Analytics
KPI dashboards, management reporting, and forecasting. Most owners can name three numbers they watch. We help you find the other ten and put them in one place.
Excel & Spreadsheets
Advanced formulas, pivot models, Power Query, VBA, and Google Sheets automation. If someone on your team rebuilds the same report every Monday, this is the fix.
Bookkeeping & Finance
Xero and QuickBooks setup, monthly reconciliation, and catch-up cleanup. We take on current books, and backlogs that have been sitting since last year.

Research & Documentation
Market research, competitor analysis, SOP writing, and proposal support. Documents your team can pick up and use without you explaining them first.
Admin & Business Support
CRM maintenance, scheduling, inbox management, and onsite data entry. Most bad data starts here, so it is worth getting right.
Not sure which you need?
Tell us what is eating your week. We'll scope it and say which parts you can skip.



The framework

What Finance Data and Analytics Covers

Finance data and analytics is three separate jobs, and most businesses treat them as one. Working out which one
you are missing tells you what to spend on first.

The bottom line

Correct books and useful books are not the same thing

Ask for a dashboard while your reconciliations are six months behind and the chart will look fine and be wrong. Keep paying for spotless bookkeeping when the question you really have is which product line makes money, and you are buying accuracy you never use. We see both, sometimes in the same business.

Layer 01

Accurate books

Answers
Is this number correct?
Deliverable
Reconciled Xero or QuickBooks file
Timeline
2 to 6 weeks for catch-up
Fails when
Backlog, miscoded transactions
Best for
Filings, banks, buyers, audits

Layer 02

Reporting & analysis

Answers
What does this number mean?
Deliverable
KPI dashboard, management report pack
Timeline
1 to 4 weeks
Fails when
Built on unreconciled data
Best for
Pricing, hiring, forecasting

Layer 03

Automation

Answers
Will this still be true next month?
Deliverable
Self-refreshing workbook, documented process
Timeline
3 days to 2 weeks
Fails when
Undocumented, owned by one person
Best for
Recurring reports, growing teams

There is a longer version of this argument in our guide to what finance data and analytics is.

Which Layer Does Your Business Actually Need?

Match the spend to where the risk sits rather than buying all three because they were listed together.

“Our books are behind and a deadline is coming.”

Start with the books and you may not need anything else yet. Catch-up work, corrected coding, clean closes. Reporting can wait.

“Our books are current but we cannot answer management questions.”

This is the most common one we see. You have had a good bookkeeper for years and nobody has ever built anything on top of what they produce. You need the reporting layer.

“The reporting exists but rebuilding it eats a day a week.”

Automation, and probably nothing else. Usually the cheapest thing we quote and the easiest to justify.

“We are growing, hiring, or raising, and none of it is solid.”

All three, in that order. Skip ahead and you'll end up redoing the first two.

Starting with the dashboard almost never works. It feels quick because something impressive shows up in week one. Then in month three a problem in the underlying data turns up, and the whole thing gets rebuilt anyway. We'd rather spend three weeks on reconciliation first.

Why us

Why Businesses Choose VeridaTech as Their Data Analytics Partner

We show up in person
Most Philippine firms doing this work are remote-only, set up to serve clients abroad. We do that too, but we can also come to your office. One day onsite usually saves a fortnight of email.
One roof, one scope
Split data analytics and finance across two vendors and there is a handover point where nobody is accountable. That's where the errors turn up. We cover both sides.
Xero-certified bookkeeping
Setup, catch-up, and handover. If you want to bring the work in house later, we train your staff and leave the file in a state they can keep up with.
You keep everything
Dashboards, workbooks, templates, accounts: built in your environment, documented, and yours. There's no platform of ours you have to keep paying for to see your own numbers.
24-hour response
Every enquiry gets a real answer within one business day, with a plan and a price. Not a request for another call before we tell you anything.
Sized for real businesses
Most tools in this space are priced for companies that have a finance department. We're set up for the ones that don't.

99.63%

of registered Philippine businesses are MSMEs

99.63%

of registered Philippine businesses are MSMEs

99.63%

of registered Philippine businesses are MSMEs

How we work

Our Data Analytics Process

A clear five-step path from messy data to a dashboard you actually rely on. No jargon, no black boxes.

Onsite in the Philippines

01

Schedule a visit

We come to your office, review your books, files, and current workflow, and identify what is slowing you down.

02

Scope and set up

Deliverables, timeline, and price in writing. If the job spans more than one layer we quote them separately, so you can see what the cleanup costs on its own.

03

Deliver and train

Work completed at your location, with optional training so your team can maintain it.

Online worldwide

01

Free discovery call

A short call about what you are trying to fix, what you are using now, and what a good result looks like in ninety days.

02

Proposal and kickoff

Scope and price agreed, then shared access to your accounting file and drive.

03

Deliver and iterate

Work lands on schedule with regular check-ins. Revisions inside the agreed scope are included.

Tools & platforms we work with

We are tool-agnostic and meet your data where it already lives, instead of forcing a migration.

Accounting

Xero (certified)
QuickBooks Online
Wave

Spreadsheets

Microsoft Excel
Google Sheets
Power Query
VBA
Apps Script

Reporting

Looker Studio
Power BI
Excel dashboards

Data handling & documentation

CSV & API imports
Bank feed connections
Google Workspace
Microsoft 365
Notion

What It Costs

It depends on transaction volume, how far behind things are, and whether you want us onsite. Three things don’t change:

You get a fixed scope and a fixed price before work starts.

Revisions inside the agreed scope are included.

Retainers have no lock-in period.

Ranges are on the pricing page. For a real number, send us your monthly transaction volume and what you are using now,
and you’ll have a plan and a quote within 24 hours.

Client Stories

What Our Clients Say

Real results from businesses we've supported.

"VeridaTech rebuilt our entire Xero setup and cleaned up nearly a year of backlog. The team is precise, communicative and quietly excellent."

MC

Maria C.
Operations Director, Retail SME (Manila)

"The KPI dashboard they built has become the first thing I open every morning. Clear numbers, clear decisions; exactly what we needed."

JT

James T.
Founder, eCommerce Brand (Sydney)

"Reliable, responsive, and they actually understand small business. Hard to find that combination at a price that works."

RA

Rachel A.
Managing Partner, Consultancy (London)

Questions

Frequently Asked Questions About Finance Data and Analytics

What is finance data and analytics?

Finance data and analytics is the work of collecting a business’s financial and operational records, correcting them, and turning them into reports, dashboards, and forecasts you can make decisions from. It covers bookkeeping accuracy and reporting together, so the numbers end up both right and usable.

Bookkeeping records and reconciles what happened, which gives you an accurate ledger. Finance analytics reads that ledger to answer questions about margin, cash, and what next quarter looks like. One tells you the number is right. The other tells you what to do about it.

Both. We work onsite around Bataan, Pampanga, Bulacan, and Metro Manila, and remotely for clients anywhere. A lot of jobs end up hybrid: one visit at the start to see how things are recorded, then the rest remotely.

The Philippines onsite and online, plus Australia, the United States, and the United Kingdom online. Our hours overlap fully with Australian business hours and cover the UK morning. For US clients we work asynchronously and hand over overnight.

Both. We are Xero certified and in QuickBooks Online most weeks. If you have not picked one yet, we will tell you which suits your transaction volume and whether you need multi-currency, rather than pushing whichever we prefer.

Yes, and it is one of the things we get asked for most. We reconcile the backlog, fix miscoded transactions, chase the documentation nobody filed, and bring the file current. We quote after looking at a sample of your records, not before.

One to two weeks if it is pulling from one or two clean sources. Add two to four weeks if the data needs cleaning first, which it often does. We quote those separately so you can see what the cleanup is costing you.

If there is enough analysis to fill someone’s week, hire them. Most businesses this size need it done properly a few days a month. That is where an outsourced data analytics partner works out cheaper than a salary and covers more ground than one person would.

You do. Everything is built inside your own accounts and stays there, documented, whether you carry on with us or not. We do not build on a platform of ours that you would have to keep paying for to see your own reporting.

Send a couple of lines about your situation through the contact form, or book an onsite visit if you are in Central Luzon or Metro Manila. You will get a plan and a quote back within 24 hours.