The finance department is responsible for the company's financial health. Yet so much of their time goes to consolidating spreadsheets, monthly close, and reconciliation between systems. Here's what to automate so the CFO and controllers can focus on strategy.
Monthly close taking 5-10 business days
Forecasting in Excel with formula bugs and stale data
Manual consolidation of data from 3-5 systems (ERP, payroll, banking)
Stressful audit prep — documents scattered everywhere
Dashboard for CEO/board generated by hand monthly
Data from ERP, payroll, banking aggregated automatically. Monthly report ready on day 1, not day 10.
Predictive model from history + outstanding invoices + scheduled payments. 30/60/90-day visibility, refreshed daily.
Key metrics (revenue, costs, margin, runway) in real time. Direct access, no need to request a report.
All supporting documents categorized chronologically with full traceability. Audit becomes a check, not a hunt.
System flags atypical expenses, duplicate invoices, budget discrepancies — before they become problems.
Per-department comparison, automatic and weekly. Managers see where they stand without asking for an Excel.
Build custom for multi-entity, multi-currency operations or specific audit requirements (SOX, Big4, IFRS). For SMB with a single ERP, standard integrations are enough.
Typically 5-10 days → 1-2 days. Many reports can be ready the day after month end.
Yes. All data stays in your systems (ERP, banking). The automation layer aggregates and presents — never duplicates or stores.
For a 3-5 person finance team, typically 1 FTE freed up from reporting/consolidation. That time redirects to strategic analysis and business partnering.
30-60 days with 90%+ accuracy from history. Beyond that, the model gives estimates with confidence intervals — useful for planning, not as ground truth.
Live FX rates, hedging position tracking, FX-impact attribution on margin reporting. Standard for any client with cross-border revenue.
30 minutes, no pitch — we’ll tell you honestly if it’s worth automating.
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