Finance Transformation
Move from spreadsheet firefighting to timely, trusted reporting. We streamline reconciliations, automate data pulls, and strengthen controls—so finance leads strategy, not just compliance.
SMB challenge
End-of-month pressure and scattered data slow decision-making. Manual steps increase errors and audit effort.
What we do
- Map close process and bottlenecks
- Automate data ingestion and validations
- Standardize schedules and ownership
- Design reporting packs and drill-throughs
Outcomes
- Close shortened by 2–5 days
- Fewer spreadsheets and reconciliations
- Cleaner audits and stronger controls
- Faster, self-serve reporting
- Better forecasts with trusted inputs
Example scenario
We standardize reconciliations across entities, script data pulls from ERP to a governed store, and automate variance reporting with clear ownership.
FAQ
Not necessarily. We start with process and data, then layer the lightest tool that fits.
Yes. We standardize templates, intercompany eliminations, and automate consolidations where possible.
We implement changes between cycles with dry-runs and clear communication to reduce risk.
First-cycle improvements often arrive in 4–6 weeks, with compounding gains after.
We embed practical, auditable controls aligned to your risk appetite.