Data Panda brings your FID Manager data together with the data from the rest of your firm. From one place, we turn it into dashboards, automations, AI workflows and custom apps your office uses every day.
FID Manager is a web-based practice management platform built for accountancy firms in Belgium and Luxembourg. It runs the day-to-day mechanics of a fiduciary: client fiches, permanent dossiers, statutory-deadline records for BTW, vennootschapsbelasting and personenbelasting, AML procedures, timesheet entries, outgoing invoices, electronic signatures and the client portal where SMEs upload their fiscal documents.
Inside FID Manager the data tells one fiche's story at a time. The firm-level patterns sit one level up: realisation across BTW, Ven.B and PB engagements, AML risk that clusters in the same partner's portfolio, the deadline-slippage pattern across hundreds of dossiers, recurring-fee clients whose hours have been climbing for two years. Those views need the timesheet and invoice data sitting beside the bank feed and the bookkeeping engine. The FID Manager export is worth more in a warehouse than it is on the client fiche.
Deadlines, AML status and realisation across every dossier-type, not fiche by fiche.
Let FID Manager events fire the rest of your fiduciary stack.
Use the firm's history to coach what comes next.
Internal tools on FID Manager data for partners and dossier managers.
A list of concrete reports, automations and AI features we have built on FID Manager data. Pick the one that matches your situation.
Which BTW, Ven.B and PB deadlines are at real risk of slipping next month, and on whose name?
Open dossier work plus historic slippage rate per partner and dossier-type, weeks before the legal deadline. Capacity reallocation moves forward into the planning meeting, instead of becoming an after-the-fact apology to the client.
Where is AML risk drifting upward in the client base?
AML procedure status, last review date and engagement size combined, scored across the live portfolio. Clients whose risk profile no longer matches their fee surface before the annual AML review, not during it.
Which dossier-types are quietly losing money for the firm?
Hours at internal cost matched to outgoing invoices per dossier-type, rolling twelve months. Tells the partner meeting whether BTW-only mandates, payroll dossiers or full Ven.B engagements are the work the firm should keep selling.
Practice P&L tied to FID Manager timesheet and invoice data, with realisation broken out per dossier-type. Fee-setting moves from last year's number to a per-engagement margin view across the firm.
New-engagement pipeline matched against the live AML and capacity picture. The firm sees which dossier-types it has room to take on this quarter, instead of saying yes to clients it should have walked away from.
Deadline load per partner, AML actions due and timesheet completeness on one board. Resourcing decisions land before overtime starts, not after a deadline already moved.
Outgoing FID Manager invoices land in Octopus with customer, VAT regime and ledger coding aligned. The firm puts FID Manager hours and dossier-type margin next to the booked revenue in Octopus, instead of two separate CSV exports.
Clearfacts document intake and FID Manager dossier status land in the same warehouse, joined by client. The office manager sees who sends documents through Clearfacts versus who still emails them in, and how that affects deadline-readiness on the matching dossier.
The aggregated Ponto bank feed sits beside the FID Manager outgoing invoice file. The firm sees which clients paid on time, which slid into thirty plus days, and which structurally need a deposit clause in the next engagement letter, without rebuilding the AR list every Monday morning.
FID Manager outgoing invoices push into Billit's Peppol Access Point with the dossier and engagement context attached. Clients on Peppol receive the invoice in their own ERP inbox, and the FID Manager AR closes against the Peppol delivery status.
Payroll runs in SD Worx Cobra match back to the matching FID Manager payroll dossier. Hours invested in payroll work line up with the actual run output per client, so payroll-only mandates can be priced against what they actually consume each month.
You keep the reporting tool you already have. We connect it to the warehouse where your FID Manager data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
Each jurisdiction lands with its own deadline calendar, VAT regime and AML procedure model. Cross-border clients with both BE and LU dossiers stay linked, but the warehouse keeps the two regulatory contexts separated, so reporting and AML risk views stay defensible per jurisdiction.
Both. Procedure status, document references, signature events and renewal history come across, not just the latest state. The firm can show its full audit trail to a supervisory body or insurer without rebuilding the timeline from PDFs.
We review your FID Manager setup and the systems around it. Together we pick the first thing worth building.