ValueWorks
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About
ValueWorks is an intelligent operating system designed for modern executives and founders who need to move beyond fragmented spreadsheets and inaccessible data tools. Founded in 2020, the platform provides a centralized hub for management reporting, investor communication, and strategic execution. It serves as a comprehensive executive management system that bridges the gap between raw data and actionable insights, enabling leadership teams to maintain a unified view of their company's health across financial, operational, and strategic dimensions. The platform operates by integrating with a wide array of operational systems—including Salesforce, HubSpot, SAP, and Jira—to feed a pre-assembled data stack. Unlike traditional BI projects that require months of manual setup and custom engineering, ValueWorks offers a ready-to-use data lakehouse and industry-specific templates featuring over 100 pre-defined KPIs. Key features include automated financial reporting covering P&L and cash flow, sales pipeline analysis, and an advanced OKR 2.0 module. The system utilizes artificial intelligence to provide business recommendations and forecasting, ensuring that every key result is linked directly to performance data rather than manual entries. This tool is specifically tailored for small to medium-sized enterprises (SMEs) and fast-growing digital companies where executive time is a premium. It is ideal for CEOs, CFOs, and COOs who need to prepare professional investor reports, manage funding rounds, or steer growth without the overhead of a large in-house analytics team. Its "Analytics-as-a-Service" model provides companies with access to data scientists and consultants as part of the onboarding and ongoing support process, making it a viable alternative to complex in-house BI builds for organizations that lack technical data infrastructure. What sets ValueWorks apart is its "management-consultant-in-a-box" approach. It combines reporting and execution in a single interface, ensuring that OKRs are not just abstract goals but are powered by real-time KPI updates. By offering a pre-built data stack and automated report generation, it significantly reduces the cost and time-to-value compared to conventional business intelligence implementations. The integration of ESG reporting and AI-driven "Decision Intelligence" further positions it as a forward-looking tool for sustainable and data-driven company growth, giving small firms the same analytical power as large enterprises.
Pros & Cons
Offers a 30-day guided free trial with professional customer success support.
Integrates with a vast range of tools including Salesforce, HubSpot, SAP, and Datev.
Provides industry-specific templates that allow for setup in weeks instead of months.
Includes an AI-powered OKR module that links key results directly to automated KPI updates.
Reduces manual effort by automating investor and management reporting into one dashboard.
Pricing is not transparently listed and requires a direct request for a quote.
Full value depends on integrating multiple operational systems, which requires initial data mapping.
The AI Co-pilot feature is currently listed as in preparation rather than being fully available.
Use Cases
Founders of scale-ups can automate investor reporting and funding round preparation to save time and ensure data accuracy.
CFOs at SMEs can replace manual Excel P&L statements with real-time financial dashboards and AI-based forecasting.
COOs can use the OKR 2.0 module to align departmental goals with live operational KPIs to ensure execution matches strategy.
Sales Leaders can perform deep-drill cohort and conversion analysis across the sales pipeline to identify growth bottlenecks.
Platform
Features
• self-service analytics dashboards
• pre-assembled data lakehouse
• real-time sales pipeline analysis
• esg reporting (gri/un goals)
• 100+ industry-specific kpis
• ai-based business recommendations
• automated investor reporting
• okr 2.0 execution module
FAQs
Does ValueWorks offer a trial period?
Yes, ValueWorks offers a 30-day free and guided test phase supported by their customer success team. This allows users to explore the full feature set with professional guidance.
How quickly can the system be implemented?
Setting up ValueWorks typically takes only a few weeks, which is significantly faster than traditional months-long BI projects. The platform includes a pre-assembled data stack ready for immediate use.
What kind of reports can be generated?
The system generates financial reports like P&L and cash flow, strategic reports for investors, and operational reports based on core processes. It also includes specific ESG reporting modules.
Does the platform integrate with my existing CRM?
ValueWorks integrates with major CRM tools including Salesforce, HubSpot, and Pipedrive. It also connects to other systems like SAP, Jira, Datev, and Zendesk via standard APIs.
What is the OKR 2.0 module?
The OKR 2.0 module is an execution tool that links strategic goals to real-time KPIs. It provides automated updates of actuals and AI-based recommendations for key results.
Pricing Plans
Complete
Unknown Price• Financial Reporting
• Operational Reporting
• Strategic Reporting
• ESG Reporting
• Sales Excellence Analysis
• Investor Reporting Templates
• AI-based Business Recommendations
• OKR 2.0 Module
• Standard API Integrations
• 30-day Free Trial
Job Opportunities
Business and Data Analyst
Streamline executive decision-making with real-time reporting, AI-backed insights, and integrated OKRs designed specifically for small and medium-sized enterprises.
Benefits:
Take over responsibility from day 1
Join a startup founded by SAP, McKinsey & Bain alumni
Help companies leverage the power of data
Education Requirements:
University degree in Industrial Engineering, Information Systems Management, or other quantitative studies
Experience Requirements:
Entry level (Berufseinstieg)
Focus on medium-sized to enterprise customers
Other Requirements:
Excellent understanding of data and quantitative skillset
Strong communication and project management skills
Professional level German
Responsibilities:
Be the face of ValueWorks and own end-to-end customer relationships
Create onboarding plans and drive implementation for new customers
Implement target customer structures from financial metrics to investor reporting
Analyze customer data structures to create tickets for engineers
Act as a consultant in financial planning and business intelligence
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Ratings & Reviews
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