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FinSentry

FinSentry is a finance and controlling workspace for labor-intensive, low-margin businesses. It turns messy operational finance exports into a clean management view and points out unusual cost or margin movements.

This documentation covers the parts that are easiest to get wrong at the start:

Topic What it answers
Anomaly detection How FinSentry decides a month is unusual
Impact What the number in the Impact column means
Drivers How an anomaly is traced back to its inputs
Uploading datasets Getting an Excel export into FinSentry
Adding formulas Defining how metrics are calculated — needed for drivers

How it fits together

  1. Upload an Excel export.
  2. Confirm the cost center and time columns, name the metrics, and set formulas.
  3. FinSentry processes the data and checks the selected metrics for anomalies.
  4. For metrics with formulas, it works out which inputs drove each anomaly.

Processing runs in the background and usually finishes in under a minute.

Key terms

  • Cost center — the unit each metric is grouped by.
  • Period — a calendar month. Everything is monthly.
  • Metric — a number from the file, or a value calculated from other metrics by a formula.
  • Anomaly — one or more consecutive unusual months for the same cost center, metric, and direction, shown as a single item.
  • Driver — an input metric that explains part of an anomaly's move.