Built for Finance Teams
Financial data queries, cost tracking, document management, and team coordination — in one workspace.
Finance teams handle data-intensive work that touches every part of the business — but too often lack direct access to the data they need. Lodos gives finance teams self-serve data access via Data Analyst, project cost tracking linked to real tasks in Kronos, centralized document storage for contracts and reports, and shared deadline calendars — so the team spends less time requesting data and more time acting on it.
Pain Points
Financial data locked in databases — simple cost or revenue queries require an engineering ticket
Time and cost data tracked in separate tools that don't reconcile with the project management system
Financial documents — contracts, invoices, reports — scattered across email and personal drives
Budget review cycles and audit deadlines tracked in spreadsheets not visible to the whole team
How It Works
Connect your financial database to Data Analyst. Ask "show total revenue by product line for Q1" or "what is our cost per department this month" — results come back as charts or tables, no SQL required.
Kronos time entries are linked to project boards — so cost reports reflect actual work rather than manual timesheets. Filter by department, project, or date range for the exact cost breakdown you need.
Store contracts, invoices, audit files, and budget reports in Lodrive with folder-level permissions. Share specific folders with auditors or executives via secure links — no email attachments, no "request access" friction.
The Solution
Financial data, document control, and team coordination — all in one place.
Query financial databases in plain English. Pull revenue breakdowns, cost reports, and budget vs actual data without writing SQL.
Track billable hours, project costs, and team time by department. Export reports for payroll, client billing, and internal cost allocation.
Centralized cloud storage for financial documents — contracts, invoices, reports, and audit files. Organized folders with permission-controlled access.
Shared team calendar for budget cycles, audit deadlines, and board reporting dates. Visible to the whole finance team in one view.
Financial procedures, budget frameworks, and audit checklists in a shared rich-text editor. Versioned and always accessible.
Month-end close checklists, audit preparation steps, and compliance review items. Track completion across the team in real time.
FAQ
Yes. Once the database connection is configured (a one-time setup by IT), finance team members can query data independently using plain English questions in Data Analyst. No SQL knowledge required — ask a question, get a chart or table back in seconds.
Kronos tracks hours per project, task, and team member. Finance teams can generate time reports filtered by department or cost center and export them as CSV for payroll, client billing, or internal cost allocation reports. Time data is linked to actual project tasks — not manually entered timesheet categories.
Lodrive uses permission-based access control — folders and files can be set to specific team members or roles. Financial documents are only accessible to authorized users. External share links can be generated for auditors with time-limited or view-only access, without granting full workspace access.
Yes. The Checklist module is well-suited for structured close processes — create a month-end checklist template and duplicate it each cycle. Team members mark items complete in real time, giving the finance lead a live view of close progress without chasing status updates via email.
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