Solutions

Five parts of finance, one platform, one team.

These aren't product modules with the vendor's names on them - they're five places finance functions lose time and credibility. They share a platform because they share your numbers.

Where the time goes

Financial close & consolidation

The close that takes longer than it should, because reconciliations were never assigned an owner and one entity reports on its own timetable.

Financial close

Planning, budgeting & forecasting

The budget that's already out of date by March, and the side spreadsheet the business actually runs on.

Planning & forecasting

Financial reporting & disclosure

The three weeks between closing the books and filing the report, spent re-keying and re-checking.

Financial reporting & disclosure

Regulatory reporting

Corporate tax, ESG and lease accounting numbers that now need to survive an auditor - a consolidation job as much as a tax, ESG or IFRS one.

Regulatory reporting

Account reconciliation and transaction matching

Balance sheet accounts reconciled by hand, transactions matched line by line, in a workbook owned by whoever has always done it.

Account reconciliation and transaction matching

Why one platform

They're the same job wearing five hats.

Every one of these comes down to the same cause: the numbers live in different places with different hierarchies, and someone reconciles them by hand. Which is why we do all five on one data model rather than selling five tools that need a sixth to talk to each other.

Close

What that's worth

GuessworkA blueprint

Before committing

The CPM analyser is a strategic framework that helped us work out the best way forward to improve our finance processes - a useful tool before embarking on any projects.

James Downey, Head of Financial Planning, Northern Rail

Northern Rail used the CPM analyser - the assessment now rebuilt as the Finance Value Score.

Not sure which of these you need?

The Finance Value Score rates seven areas of your finance function on a 1–5 scale, costs out the gap, and tells you what to fix first - including when the answer is to fix the process and buy nothing. Two minutes, no login.

Get your score

How we work

  1. 01

    Diagnose

    We map where your finance function actually loses time. Process first, system second - in that order, always.

  2. 02

    Design

    Target operating model and delivery plan, designed together - split them and the programme drifts.

  3. 03

    Prove

    A focused walkthrough on your real data, so you're buying evidence rather than a promise.

  4. 04

    Deliver

    Senior consultants who have done this before, on the one platform we know best.

Not sure which one applies to you?

That's a good reason for the workshop. Two hours, no fee, and an honest diagnosis.