Case Studies
Tech company in the green energy sector
case study
Tech company in the green energy sector
Strict grant and investor requirements can stifle a company's growth. At Besides Finance, we take over grant record-keeping and reporting so founders can focus on sales. We support these processes with a Google Sheets model and Power BI analytics, giving investors transparent, real-time insight into the company's finances.
Real-time
Access to financial data and Power BI reports for investors
100%
Compliance in record-keeping and strict grant and subsidy reporting
2
Dedicated, permanent financial account managers serving the company
Client profile
Polish technology in the service of green energy
Our client is an innovative Polish hardware technology company preparing to expand into the renewable energy market. The company designs and manufactures small, residential wind turbines for individual users—homeowners and residents of housing estates across Poland. The compact size of the devices, ease of installation, and suitability for urban and suburban conditions mean the brand is actively supporting the popularization of local, sustainable green energy production in households.
Business challenge
Strict external funding requirements and time pressure
Manufacturing advanced hardware requires significant capital, which is why the company bases its growth on external funding—both from private investors and through public grants. This involves extremely strict formal requirements: the need for precise fund tracking, reliable expense control, handling requests for proposals, and maintaining a perfect document archive. At the same time, the company is in a phase of dynamic growth, needing to build a sales network and constantly engage with the investment market. The key challenge has become timely and precise financial reporting, which is the foundation for building investor trust, while simultaneously lacking the time for manual administrative processes.
Solution
Outsourced finance department and Power BI dashboards
To relieve the company's management, the Besides Finance team took full responsibility for the accounting and finance department. We implemented a comprehensive process for collecting, archiving, and recording documentation, with a particular focus on the accurate and compliant settlement of public subsidies and grants. To ensure full budget control, we provided the client with a dedicated financial model in Google Sheets. Additionally, we implemented an advanced reporting system based on Microsoft Power BI, which enables clear data visualization and gives investors access to key financial indicators in real-time.
Benefits
Scalable growth and investor transparency
Handing over financial and accounting processes to the experts at Besides Finance drastically minimized the client's administrative burden, allowing the team to focus on research, production, and hardware sales. The implemented reporting systems and Power BI models provided the company with full operational transparency, stability, and tools perfectly tailored to the high requirements of investment funds. By basing the collaboration on a dedicated model, where the company communicates exclusively with two permanent financial managers from a single business partner, task completion times were significantly shortened, communication was streamlined, and lasting trust was built—essential for innovative renewable energy projects.