XAX managing data & information

What XAX managing data & information does

xax managing data & information GmbH is a vendor-independent Business Intelligence and Corporate Performance Management consulting firm founded in 1998 and headquartered in Bremen, Germany, with an additional office in Meschede/NRW. The firm specializes in supporting the digital transformation of controlling and finance functions for mid-sized and large enterprises across Germany, having served more than 400 customers and accumulated over 300,000 project hours across 25+ years. It is led by Managing Director (Geschäftsführer) Tobias Klinkenberg and operates as a private German GmbH with no disclosed external investors or parent company.

Technically, xax implements and integrates leading BI/CPM platforms on behalf of clients, including Infor d/EPM (where it is Europe's only Gold Channel Partner in Performance Management), Board, Qlik (QlikView, Qlik Sense, NPrinting), Jedox EPM, LucaNet (Consolidation & Financial Planning, Disclosure Management, ESG-Reporting), Agicap, Microsoft Power BI/Fabric/SQL Server, Exasol, AnalyticsCreator, Theobald Software, Datavault Builder, and Aimplan. Its differentiator is the proprietary xax Tool-Linking approach for combining BI tools with specialist department solutions on a shared data backbone, plus a dedicated industry offering, xax BauBI, for the construction sector. Underlying capabilities include Data Warehousing, Data Vault modeling, and ETL processes to deliver consistent reporting, analysis, planning, and consolidation outputs.

xax operates as a professional services firm with project-based, custom-quoted engagements, supported by a sales-led and inside-sales motion combining direct consulting outreach, webinars, partner referrals, events (including the annual xax BI-OFFENSIVE / CTRL.Intelligence live events), and a telephone 'BI Exchange' sparring program led by senior advisors such as Mark Lohmeier. Revenue is generated through end-to-end project lifecycles — from software selection, requirements analysis, and architecture design through implementation, training, and ongoing Support & Maintenance — for three primary buyer segments: controlling and finance departments (primary), IT departments, and C-level/corporate management. The firm does not publish pricing tiers and has no proprietary software product, public API, or app offerings.

Name

XAX managing data & information

Legal name

xax managing data & information GmbH

Website

https://xax.de

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

xax managing data & information GmbH is a vendor-independent German Business Intelligence and Corporate Performance Management consulting firm, founded in 1998. It implements leading BI/CPM platforms for mid-sized and large enterprises, supporting finance and controlling functions across Germany.

Ownership category

akta.pro rank

Product category

Business Intelligence and Corporate Performance Management Consulting

NAICS

Custom Computer Programming Services (541511), Management Consulting Services (54161), Professional, Scientific, and Technical Services (54)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Computer Programming Services (7371)

akta.pro primary industry

Data Platform, BI & Analytics Integration (BPAEAAAI)

akta.pro secondary industries

Business Intelligence, Reporting & Visualization Services (BPAEAHAD), Dashboarding & KPI/Performance Management (HDAEAMAF), Augmented Analytics & AI-Assisted BI (NLQ/NLG, Insights) (HDAEAMAD), Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)

Keywords

• Business intelligence consulting
• Corporate performance management
• Data warehousing services
• Financial planning consulting
• Vendor-independent BI advisor

Headquarters

HQ city

Bremen

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. BI/CPM Consulting and Implementation Services: Professional services for Business Intelligence and Corporate Performance Management including BI selection and conception, BI/CPM software implementation, ESG Reporting, Data Management / Data Warehousing, Tool Linking, Artificial Intelligence (KI), Support & Maintenance, and Training & Coaching. The company accompanies clients through the entire project cycle.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

XAX managing data & information GmbH delivers manufacturer-independent Business Intelligence (BI) and Corporate Performance Management (CPM) consulting, from BI strategy and vendor selection to implementation, integration, training, and ongoing support/maintenance. The firm implements partner platforms such as Infor, Board, Qlik, Jedox, LucaNet, Agicap, and Microsoft Power BI, complements them with proprietary offerings including the xax Tool-Linking concept, and offers ESG reporting, data warehousing, and AI-driven analysis services. A niche proprietary product, xax BauBI, addresses BI needs in the construction industry.

Product overview

XAX managing data & information GmbH is a manufacturer-independent consulting and implementation services company founded in 1998, specializing in Business Intelligence (BI), Corporate Performance Management (CPM), Financial Performance Management (FPM), and Data Management. Rather than offering a single unified software product, XAX provides a portfolio of consulting services to help mid-sized and large enterprises implement and optimize their reporting, analysis, planning, and consolidation processes. XAX represents and implements multiple leading BI/CPM software platforms including Infor EPM, BOARD, Qlik (QlikView, Qlik Sense, NPrinting), Jedox EPM, LucaNet (Consolidation & Financial Planning, Disclosure Management, ESG-Reporting), Agicap, Microsoft (Power BI, Fabric, SQL Server), Aimplan, Exasol, AnalyticsCreator, Datavault Builder, and Theobald. The company also offers proprietary solutions such as xax BauBI for the construction industry. XAX's own Tool-Linking methodology enables combining BI tools with specialized solutions for integrated corporate management. Services span the entire project lifecycle from software selection, requirements analysis, architecture design, implementation, and ongoing support including training and coaching.

Differentiator

Problem solved

Functional benefit

Brands

• xax Tool-Linking: xax Tool-Linking: Kombinieren Sie BI-Werkzeuge mit Spezial-Lösungen Ihrer Fachbereiche für eine übergreifende Unternehmenssteuerung
• xax BI-OFFENSIVE
• xax CTRL.Intelligence
• xax Power BI-Schulungen
• xaxessSTORY
• xaxNEWS

Products and services

• BI Selection and Conception (BI-Auswahl & -Konzeption) Vendor-neutral advisory service that analyses customer BI/CPM requirements, defines target architectures, and recommends the most suitable partner platform (Infor, Board, Qlik, Jedox, LucaNet, Agicap, Microsoft, etc.). Designed for German mid-market and enterprise buyers that need independent selection support.
• BI & CPM Software Implementation (Einführung BI- & CPM-Software) Full project-based implementation of the chosen BI/CPM platform covering requirements engineering, configuration, integration with source systems, testing, training, and go-live for finance, controlling and management reporting use cases.
• ESG Reporting (ESG- und CO2-Berichterstattung) Project service that integrates ESG and carbon footprint reporting into the existing BI/CPM landscape, supporting CSRD and other EU/national sustainability reporting obligations for German companies.
• Data Management and Data Warehousing / Business Data Warehouse Design, build and operation of a Business Data Warehouse (DWH) using methods such as Data Vault, enabling consolidated reporting across heterogeneous source systems for BI and CPM use cases.
• Tool Linking (xax Tool-Linking-Konzept) Implementation service that uses the proprietary xax Tool-Linking approach to integrate multiple BI and CPM tools into a unified reporting environment, preserving best-of-breed tools while ensuring data and process consistency.
• Artificial Intelligence / Künstliche Intelligenz für BI/CPM Use of AI / machine learning methods to enrich BI and CPM projects with predictive and analytical scenarios beyond classical reporting, for finance and controlling users.
• Support & Maintenance (Support & Wartung) Recurring support, maintenance, and enhancement service covering installed BI/CPM environments including partner platforms and the xax BauBI solution.
• Training & Coaching (Schulungen & Coachings) Product and methodology training as well as targeted coaching for client teams on BI/CPM platforms and supporting methods (e.g. data warehousing, ESG reporting).
• xax BauBI (Proprietary BI Solution for Construction) Niche, company-owned BI solution tailored to the needs of construction-industry customers, complementing XAX's consulting portfolio and supported by the firm under the Support & Maintenance offering.

Quantifiable outcome

• Over 400 satisfied customers served since 1998
• +3 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

15 partnerships are on record, tiered strategic, core and supporting.

• COSMO CONSULTstrategicStrategic or Co-development Partner · 31 March 2023Strategic partnership announced March 31, 2023. COSMO CONSULT brings expertise in digital technology integration while xax provides technology-agnostic consulting for CPM/FPM systems. The partnership targets the growing CPM market with combined Microsoft/ERP expertise and BI/CPM specialization. xax CEO Tobias Klinkenberg emphasized AI combination potential for future controlling processes.
• InforcoreChannel Partner/ Reseller/ Distributorxax is Europe's only Infor Gold Channel Partner in Performance Management, representing the highest partnership level. As one of the oldest, most successful and experienced Infor partners, xax implements Infor d/EPM for Business Intelligence and Performance Management. xax won the 'Infor Regional Cross Sell Partner of the Year 2023' award.
• LucaNetcoreChannel Partner/ Reseller/ Distributorxax is a certified Premium Partner of LucaNet for planning and consolidation. xax won the LucaNet 'Sales Champion Award' as revenue strongest partner in 2022 and received a LucaNet 15-Year Partnership Award in 2024 at LucaNet.World in Berlin. The partnership covers LucaNet's solutions for consolidation, financial planning, ESG reporting, and disclosure management.
• QlikcoreChannel Partner/ Reseller/ DistributorQlik partner offering implementation services for QlikView, Qlik Sense, and NPrinting. xax provides webinars and training on Qlik products including sales analysis and reporting with QlikView, analysis and reporting with Qlik Sense.
• JedoxcoreChannel Partner/ Reseller/ DistributorJedox partner offering EPM and BI combined solutions. xax provides specialized webinars on planning in Qlik with Jedox and planning in Power BI with Jedox, covering professional integration and planning capabilities.
• BoardcoreChannel Partner/ Reseller/ DistributorBoard partner offering the All-in-One Toolkit for integrated controlling processes. xax is a Silver Sponsor of Board BEYOND 2026 event. Board provides BI, CPM and Predictive Analytics in one product.
• MicrosoftcoreChannel Partner/ Reseller/ DistributorMicrosoft partner offering Power BI, SQL Server, Azure, and Microsoft Fabric solutions. xax provides Power BI webinars, training series (Power BI Step-by-Step), migration services to Power BI, and training on Data Management with MS Fabric. Microsoft products are highlighted in the technology portfolio.
• AgicapsupportingChannel Partner/ Reseller/ DistributorAgicap partner for cash management and liquidity planning solutions. xax offers webinars on efficient cash management with Agicap, covering liquidity management, bank and ERP data integration, daily liquidity control, and long-term liquidity forecasting.
• Datavault BuildersupportingChannel Partner/ Reseller/ DistributorDatavault Builder partner offering agile Data Warehousing solutions. xax provides webinars on the solution and has implemented professional data management with Datavault Builder for customers like AKQUINET.
• Theobald SoftwaresupportingChannel Partner/ Reseller/ DistributorAuthorized BI, Solution and Sales Partner of Theobald Software for SAP and ETL interfaces. Theobald Software provides seamless connections for ERP, portal, database and BI systems including Microsoft, SAP, QlikView.
• ExasolsupportingChannel Partner/ Reseller/ DistributorExasol partner offering high-performance In-Memory Analytics Database. Available for on-premises and cloud deployment to help companies transform how they work with data.
• AnalyticsCreatorsupportingChannel Partner/ Reseller/ DistributorAnalyticsCreator partner offering automatic creation of central analytics platforms from operational source data, providing multidimensional models for analytical applications including Power BI, QlikSense, Tableau, IBM Cognos.
• C3 Consulting GroupsupportingImplementation/ SI/ Consulting PartnerC3 is one of 6 certified Infor LN/COM-/BaaN-Resellers in Germany. xax takes over and complements tasks in Infor ERP/LN projects from C3 for integration and provision of Business Intelligence solutions based on Infor BI/d/EPM products.
• ContoolsupportingStrategic or Co-development PartnerContool St. Gallen AG develops custom MIS systems, builds and implements systems, and supports controllers and IT specialists. xax cooperation partner for BI and DWH concepts.
• Universität BremensupportingStrategic or Co-development PartnerUniversity of Bremen partnership includes internship positions, thesis topics, part-time jobs, surveys for business administration and information systems students. xax provides specialist lectures, knowledge sharing, and joint events with the university.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Others

• LucaNet: Vendor of consolidation, financial planning, ESG and disclosure-management software for which xax is a certified Premium Partner. A 15-year strategic ally whose product decisions directly influence xax's FP&A/ESG reporting practice.
• Jedox: EPM/BI software vendor (planning, analysis, reporting) with a strong DACH partner network. Close partner of xax for Jedox EPM and Power BI/Qlik planning extensions, and a competing software platform customers may select on BI/CPM deals.
• BOARD International: All-in-one BI/CPM/Predictive Analytics software vendor whose channel program xax participates in. Relevant as both a software supplier whose strategy affects xax's GTM and as a competing platform for integrated BI/CPM deployments.

Broad incumbents

• msg systems AG: Large German IT consulting group with extensive BI, data analytics and finance/controlling practices serving regulated industries. While broader in scope than xax, msg is a top-of-mind competitor for enterprise-level German BI/CPM transformation mandates.
• Allgeier Group: German-headquartered IT services and consulting group covering BI, enterprise applications and digital transformation. Competes with xax on mid-market and enterprise BI/CPM implementation mandates in DACH, especially where Microsoft or SAP BI stacks are involved.
• Capgemini Invent: Global consulting/SI arm with substantial German BI/CPM/data analytics practice. Competes with xax on large enterprise BI and finance transformation mandates and increasingly on AI/data platforms for German CFOs.

Direct peers

• COSMO CONSULT: Germany-based Microsoft/ERP-focused digitalization specialist and xax's formal strategic partner since 2023. Highly comparable BI/CPM and ERP integration practice serving mid-market and large enterprises in the DACH region, with whom xax co-sells CPM/FPM solutions.
• CONET Technologies: German IT consultancy with BI, data management and Microsoft practices serving mid-market and large enterprises. Overlaps with xax's Qlik, Microsoft Power BI/Fabric and data warehousing implementation work across DACH.
• Bissantz & Company: Specialist German BI vendor and consultancy focused on controlling, dashboards and enterprise reporting. Direct competitor in the same German controlling/finance BI niche xax serves, with comparable vendor-independent ethos and reference customer base.
• valantic: European digital consulting and software firm (incorporating former pareto/paretoBI) with a strong CPM/BI/FP&A and data integration practice for mid-market and large enterprises — competing vendor-agnostic consulting model with comparable controlling/finance and Microsoft/Qlik/SAP BI expertise.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xxing.com/pages/xax-business-intelligence
• YouTubeyoutube.com/channel/UCbCMunIsdTcHi6tKk4rVEtQ
• Facebookfacebook.com/xax.de
• LinkedInlinkedin.com/company/xax-managing-data-&-information-gmbh

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about XAX managing data & information