How Solaris Energy Gained Real-Time Visibility into Financial Data

The Challenge

Solaris Energy, a renewable energy provider, was growing fast—but their financial reporting was falling behind. The executive team lacked a single source of truth, and decision-making was often based on outdated spreadsheets. They needed a solution that could provide accurate, real-time financial insights across the entire organization.

Outdated systems slowed down financial visibility

Solaris Energy, a fast-growing renewable energy provider, relied on disconnected tools for reporting and financial planning. Monthly reports were manually assembled from multiple systems, leading to frequent delays and outdated insights.

Disjointed reporting across departments

Operations, procurement, and finance teams used different methods for tracking spending and projections. Without a standardized process, leadership struggled to compare department data or see an accurate financial picture in real time.

Missed opportunities due to lagging data

By the time financial insights reached decision-makers, they were often too late to act on. This slowed down strategic planning and made it harder to respond to fluctuations in demand or project budgets.

The Solution

Quantro was implemented to serve as Solaris Energy’s financial command center. The team leveraged Quantro’s real-time dashboards, automated data syncing, and customizable reporting to create visibility across departments without adding complexity.

Real-time visibility through centralized reporting

Solaris turned to Quantro to unify its financial data and enable real-time reporting across departments. By connecting their existing tools to Quantro’s dashboard system, they eliminated manual data entry and improved accuracy.

Live dashboards for leadership and project teams

Instead of static monthly spreadsheets, leadership now had access to always-current dashboards. Project teams could also track their own budget performance without relying on finance for updates.

Standardized templates and shared definitions

With Quantro’s customizable templates, Solaris created consistent reporting formats across teams—ensuring everyone was speaking the same financial language.

Implementation

After mapping out key reporting needs with Solaris’s finance team, we configured department-level dashboards that rolled into a centralized executive view. Daily syncs with their existing financial systems ensured up-to-date accuracy, while visual insights helped leadership make faster, more confident decisions.

Collaborative onboarding across finance and ops

Solaris began implementation with a joint task force from finance and operations. Together, they mapped key reporting workflows and identified gaps that Quantro could close.

Phased rollout with early wins

They started with high-impact reports used by leadership, then expanded into team-level metrics. This staged approach helped drive adoption and build momentum.

Data integrity checks and role-based access

Quantro’s team worked closely with Solaris to verify imported data, set up permissions by role, and ensure that sensitive financials were only visible to approved stakeholders.