Finance Automation for Real-Time Decisions
What We Implement
MIS Reporting Dashboard
- Executive-ready MIS with drill-downs
- Monthly & weekly financial reporting packs, variance analysis
- Board-ready exportable reports
KPI Reporting
- Live, role-based KPIs aligned to OKRs
- Finance & ops metrics with cohort & trend views
Annual Budgeting Tracker
- Top-down and bottom-up budget planning
- Scenario planning with version control
- Audit trail for all changes
Payment Workflow Tools
- Controlled approval workflows with policy checks
- Multi-level payment routing & sign-offs
- Vendor master governance and audit logs
Task Management for Finance Ops
- Close calendars, recurring task lists, SLA tracking
- Automated notifications & reminders
- Team escalation workflows
Finance Wiki & SOPs
- Single source of truth for policies and procedures
- Templates, SOPs, and knowledge base with search
- Access control with full audit trails
Timesheet Reporting
- Resource utilization and cost allocation by project/team
- Time tracking integrated with financials
Data Integration & Automation
- Unified data layer connecting all finance tools
- API-based integrations with ERP, CRM, and accounting systems
- Automated data consolidation and updates
What You Achieve
Success Stories
Case Study: Real-Time Finance Transformation – A growing tech startup partnered with us to automate its finance function. We implemented a custom MIS dashboard and integrated payment workflow tools, reducing the monthly financial close time by 40% and virtually eliminating reporting errors. With real-time, reliable data at their fingertips, the leadership could make faster strategic decisions and impress their board with up-to-date insights.
Case Study: Scalable Budgeting for Retail – A multi-location retail company engaged our team to build an automated budgeting and KPI tracking system. Using our Annual Budgeting Tracker and KPI dashboards, they increased budget adherence by 20% and freed up 30% of their finance team’s time that was previously spent on manual spreadsheet consolidation. The company now confidently scales with a finance system that grows alongside their operations.