
Diversified conglomerate
A manual finance function, rebuilt around one source of truth.
THE CHALLENGE
A largely manual finance function relied heavily on spreadsheets, fragmented systems and multiple sources of truth, resulting in extensive data collection, validation, consolidation and reconciliation efforts. Month-end close and reporting cycles were slow, while budgeting, forecasting and scenario modelling remained cumbersome and resource-intensive. Limited standardisation across businesses created data quality, control and intercompany reconciliation challenges, with critical processes dependent on individual knowledge. Finance teams spent significant time on repetitive, low-value activities rather than analysis and decision support. As the group expanded, these processes became increasingly costly, difficult to scale and slow to adapt, limiting timely visibility, agility and management insight.
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WHAT WE DID
We didn't bolt automation onto the existing process. Finance was rebuilt around a single source of truth, with consolidation and reconciliations running automatically instead of by hand. Budgeting, forecasting and scenario planning were standardised on one connected model, so month-end became a formality rather than a scramble.
Single Source of Truth
Consolidation and reconciliation moved from manual to automatic.
Standardised, Not Bolted On
Budgeting, forecasting and scenario planning rebuilt on one connected model.
Month-End, Reclaimed
The close became a formality instead of a scramble.
THE RESULT

We stopped working around complexity and started using it to drive better decisions We finally had the platform to turn our finance ambitions into reality
MORE CASE STUDIES
Proof that the plan can actually work.
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