Bring the figures together
Collect the records behind the report and apply the definitions your finance team uses. Check reporting periods and totals before comparing the numbers.
Financial Reporting Automation
Stop rebuilding the same report from a stack of exports. We build software that brings the figures, comparisons and supporting records together, with an explanation your finance team can review.
Finance leaders, FP&A teams and accounting teams responsible for recurring management reporting.
The starting point
Download the files. Reconcile the definitions. Update the presentation. Then investigate what changed. Your finance team knows the business, but spends too much of the cycle preparing to explain it.
What we can build for your team
Collect the records behind the report and apply the definitions your finance team uses. Check reporting periods and totals before comparing the numbers.
Put this period beside the last and link the movement to supporting records. Flag missing inputs so the team knows what still needs checking.
Draft the commentary beside the figures it describes. Finance checks the interpretation and approves the report before leadership sees it.
An illustrative workflow
Your team reviews the work before it moves on.
An example of the process. We build your version around your records and rules.
See the work
Look at the financial overview, then the explanation behind the numbers. The finance console shows how figures and commentary can share the same workspace.
Explore the build ↗What we need to start
Bring a report your team prepares every month and the files used to build it. Show us what gets copied, checked and rewritten. We’ll identify the work the first prototype should take on.
From discovery to production →Before we build
Yes. We start with your existing systems and reports, then confirm the access needed to bring the figures together.
Your finance team reviews the draft beside the supporting figures. We build in that review step so an unchecked explanation does not become the final report.
We build around your reporting periods and deadlines. The first step is walking through one cycle, including when records arrive and who approves the report.
Start with the problem
Tell us what your team does today and where it gets stuck. You don’t need a technical brief. We’ll work through whether custom software would help.
Tell us what’s slowing you downOther ways we can help