We help finance teams turn critical workbooks, data flows and close dashboards into reliable, documented and maintainable control frameworks.
Before automating, we secure the finance logic: sources, mappings, controls, responsibilities, review evidence and the team's ability to maintain the tool.
Identification of recurring controls, intercompany reconciliations, unusual variations and review points to automate.
Mapping of enterprise resource planning (ERP), performance management (EPM), consolidation and Excel sources to clarify breaks, duplicates and manual adjustments.
Structuring of indicators, calculation rules, audit trail and documentation to make reporting defensible.
Objectively assess critical workbooks, data flows and controls to secure before launching an automation workstream.
Sources, owners, adjustments, Excel dependencies and breakpoints between ERP, consolidation, EPM and reporting.
Existing controls, missing controls, priority reconciliations and expected review evidence.
Prioritized use cases, quick wins, implementation effort and business UAT criteria.
We target automations that reduce production, review and justification risks in group reporting.
For finance teams that want to secure their reporting and keep control of the finance logic.
Scope my reporting flows →