Método CORE provides a 30‑day implementation of a management control routine for small and medium enterprises, delivering a structured ERP, monthly financial close, Power BI dashboard, and a 60‑minute decision meeting. The service offers both a self‑guided package with webinars and templates for $500 and a full “turnkey” implementation for $5,000, enabling owners to make data‑driven decisions quickly.
Funding
Funding not disclosed
Founders
Product
Problem
Small and medium enterprises often struggle with late, inconsistent, or unreliable financial data because their ERP systems are unstructured and monthly closing processes are irregular or absent. This leads to decision‑making based on intuition rather than accurate information, and existing reports are rarely used in practice.
Solution
CORE is a 30‑day management control method that organizes ERP data, establishes a repeatable monthly close, and delivers a ready‑to‑use Power BI dashboard together with a 60‑minute decision meeting. The approach standardizes the chart of accounts, cost centers, and KPI definitions, then automates data extraction into a visual dashboard that highlights key performance trends. During the monthly meeting, owners and finance teams commit to concrete actions with assigned responsibilities and deadlines. The method can be adopted self‑guided through weekly webinars and templates, or fully implemented by Waybebooks in a “turnkey” mode, ensuring timely, data‑driven decisions across any industry.
Target Audience
Primary customers are owners, finance managers, or administrators of small and medium enterprises that need a reliable monthly close and actionable financial reporting without extensive internal resources.
Features
- Structured ERP configuration (plan de cuentas, centros de costo) to ensure consistent, meaningful data
- Defined monthly close routine completed by day 5, with checklist and calendar support
- Pre‑built Power BI dashboard template with KPI glossary for instant visual insights
- 60‑minute monthly decision meeting framework that produces actionable items, owners, and follow‑up dates
- Self‑guided package includes four live webinars, step‑by‑step guides, Excel/Google Sheets templates, and Power BI files
- Full “Llave en Mano” service provides weekly implementation meetings, ERP adjustments, dashboard iteration, and team training within 30 days
- Compatibility with common ERP systems (Colppy, Xubio, Odoo, Tango) and BI tools (Power BI, Tableau)