Intelligence Business Partners

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Prism prototype for review · Intelligence Business Partners · Names, figures and firm are illustrative
Prism/Financial Analysis
Intelligence Business Partners
Financial Analysis · AI

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GL_July2026.csv · live
Ask me anything about the loaded ledger and I'll answer with live figures. Need it formatted and shareable? Switch to .
Data source Sage Xero QuickBooks Pastel Upload CSV GL_July2026.csv · 1,284,905 rows loaded
Template: Stock on Hand
Income statement, PE branch, July vs June Aged receivables over 60 days by client Flag duplicate payments in July
Reading schema…
Inventory · Stock on Hand

Stock on Hand — PE Branch

Period 1–31 July 2026 · Source GL_July2026.csv · Generated 21 Aug 2026, 11:14
Executive summary

Stock on hand for the PE branch closed July at R4.82m across 1,284 SKUs, up 6.3% compared to June. The build-up is concentrated in slow-moving lines (over 90 days' cover), which now tie up R612k. Gross margin for the branch fell 4%, driven by a 12% rise in localised freight costs during the month. Two ledger items were flagged for review, see Anomalies below.

Closing stock value
R4.82m
▲ 6.3% vs June
Active SKUs
1,284
— 11 new lines
Slow-moving > 90 days
R612k
▲ 18% vs June
Stock turn
4.1×
▼ 0.3× vs June
Stock by category top 6 of 14
CategoryQtyValue (R)Δ vs JuneDays cover
Raw materials42,1801,640,220+3.1%38
Finished goods18,9041,208,540+9.4%51
Spares & parts61,220742,910+12.7%96
Consumables28,510508,300−2.2%29
Packaging33,760421,880+1.8%44
Work in progress4,015297,140+5.0%22
Stock value trend 6 months
5.0 4.5 4.0 Feb Mar Apr May Jun Jul
Closing value (Rm)
Anomalies detected 2 items · reviewed by AI

Possible duplicate payment

Invoice INV-20418 (Coastal Freight CC) appears paid twice, 8 Jul and 19 Jul, to two different bank accounts. Same amount, same reference.

High · Review
R38,400

Unusual cost spike

Freight & delivery costs ran 12% above the trailing 3-month average, concentrated in the last week of July. Primary driver of the branch's 4% margin dip.

Medium · Monitor
+R71,900

Your data never trains the model

Only the column structure is shared with the AI. Raw client figures stay inside your tenant.

Every report is reproducible

The exact query and template behind each report are saved to the audit trail. You can re-run any month on demand.

Time Management

Company timesheet — August 2026

Offline-capable capture, monthly digital sign-off, approval routing to the right role, and payroll-ready exports. The same login and client list as every other Prism module.

Employees
34
Hours logged
4,912 hrs
Signed & verified
29 / 34
Awaiting approval
5
Timesheet status verification due 25 Aug
Routing to Line Manager
EmployeeRoleRegularOvertimeStatus
TM
Tod Rob
Project manager 168.0 12.5 Signed
LN
Tim Davies
Financial analyst 160.0 6.0 Signed
JV
Johan van Wyk
Software engineer 152.0 0.0 Due 25 Aug
AP
Aisha Patel
Project lead 160.0 18.0 Approved
Generating the payroll export locks this period. Any later change needs a logged unlock request, every edit, sign-off and approval is timestamped with user ID and IP.
Time Management × Financial Analysis

Project profitability, calculated automatically

Because both modules share one portal, Prism combines billable hours from Time Management with revenue and cost from Financial Analysis. No re-keying, no reconciliation.

Billable hours
318 hrs
×
Effective rate
R845
Project cost
R148k
=
Project margin
R120k · 44%
Payroll export SARS-compliant mapping · client-side generation

Map approved hours to your payroll provider's exact layout. CSV is generated in the browser, so it works even on a payroll day with no internet.

Profiles: SimplePay Sage VIP / Pastel PaySpace