Solutions

Our comprehensive suite of solutions is designed to empower the CFO office to excel in every aspect of financial management and strategic decision-making. From financial close and consolidation to planning, budgeting, and strategic foresight, our solutions cater to every member of the CFO office, enabling efficiency, collaboration, and innovation.

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FP&A

FP&A teams excel by developing strategic plans, budgets, and forecasts, becoming essential partners in data-driven collaboration and business performance.

Key Features and Benefits:

Eliminate data silos and spreadsheets with an AI-powered, unified solution for budgeting, planning, and forecasting. Model various scenarios across financial metrics with flexibility. Integrate data from ERP, CRM, and HCM systems for instant, continuous forecasting and reporting, and elevate your financial processes.

Use dashboards, drag-and-drop reporting, and Excel analysis from a single source of truth for fast, visual insights into your finance and operations. Instantly answer questions, drill down into details, and refresh data while keeping calculations and formats. Visualize trends and capture real-time signals to act swiftly.

Model and grasp the full impact of strategic options, aligning them with long-term goals and long-range forecasts. Assess effects on profit and loss, balance sheets, and cash flow for different debt and capital scenarios. Quickly simulate the impact of mergers and acquisitions or divestituresbased on transaction timing.

AI-powered scenario modeling helps FP&A teams quickly isolate key drivers like pricing changes or new product launches, aligning forecasts with financial plans for a comprehensive business view. Model different scenarios and monitor results continuously. Create driver-based plans, analyze and update rolling forecasts.

Empower decision-makers with profitability analysis across products and channels. Replace fragmented processes with a unified, auditable solution. Evaluate pricing impacts and manage allocations efficiently. Gain detailed insights and dynamically manage profitability scenarios with integrated reporting and visualizations.

Financial Close and Consolidation

Say goodbye to Excel clutter and outdated systems by adopting an AI-powered, unified platform that accelerates financial close and consolidation with automated data loading, reconciliation, and reporting.

Key Features and Benefits:

Streamlined integration and transparency. Connect seamlessly to GL/ERP systems like Oracle, SAP, and Microsoft Dynamics using pre-built connectors with drill-back capabilities. Superior data quality with guided workflows and user-friendly processes. Achieve 100% audit trails for full transparency from report to source.

Enhance risk management by linking reported balances to reconciled accounts for precision in management and a risk-adjusted balance sheet. Automate reconciliation for faster, accurate reporting. Gain full insight into the process with trial balance single sourcing, ensuring consistent syncing of financial statements.

Enhance financial accuracy and speed book closing with efficient data loading and reconciliation. Quickly identify errors with pre- and post-load validations, reducing differences and write-offs. Support reconciliations by auto-matching transactions from diverse sources using configurable rules and detailed analysis.

Ensure compliance with US GAAP, IFRS, and local standards while reducing costs. Simplify Sarbanes-Oxley controls for certification of new guidelines. Use repeatable processes for data collection. Maintain audit trails and facilitate adjustments between US GAAP and IFRS. Support SOX 302 and 404 for transparent financials.

Integrate tax planning with CPM activities for better strategy and transparency. This unified approach boosts efficiency, cuts cycle times, and reduces reconciliation, streamlining financial close. Automate and optimize tax reporting, supporting ASC 740 disclosures, and eliminate the need for separate Excel solutions.

Automate and streamline ESG reporting for stakeholder insights. Access detailed metrics with dashboards, drill-down, and automated footnotes for ESG and financial data alignment. Connect to ESG data sources, aggregate and calculate data, and comply with GRI, SASB, and EU SFDR/CSRD frameworks for future-proof compliance.

With these capabilities, our Financial Close solution empowers finance teams to reduce cycle times, enhance accuracy, and improve stakeholder confidence.

With these capabilities, our Financial Close solution empowers finance teams to reduce cycle times, enhance accuracy, and improve stakeholder confidence.

Integrated Business Planning Solutions

Transform your business outcomes with faster, more accurate modeling and analysis of sales, workforce, demand forecasts, and financial plans. Integrate your financial goals with detailed business plans to provide a single source of truth, aligning all teams with corporate objectives and enabling agile decision-making.

Key Features and Benefits:

Streamline financial planning for speed and responsiveness across teams. Use AI-driven scenario planning, rolling forecasts, and driver-based models for better accuracy and quick decisions. Enhance collaboration with intuitive dashboards and visualizations, ensuring team alignment and informed decision-making.

Align sales with revenue targets and goals for clear insights across products, locations, and sales reps. Manage quotas, territories, and hiring plans to boost collaboration and performance. Achieve faster, accurate sales forecasts, and optimize quota and territory management without the need for spreadsheets.

Develop staffing plans aligned with financial goals, covering all staffing needs and locations. Finance and HR teams can model needs with top-down or bottom-up forecasts. Managers gain insights into costs, retention, and improvements with user-friendly tools, ensuring decisions that boost workforce and financial health.

Integrate data from receivables, payables, payroll, and business plans for a full view of your balance sheet and cash flow. Enable FP&A teams to model and analyze the impact of business plans on cash flow. Build robust models, react to changes, optimize terms, and ensure accurate projections for all financial plans.

Use AI to forecast future demand across products, locations, and geographies. Integrate sales and marketing data with external factors for agile and accurate forecasts. Generate daily, weekly, and monthly predictions, enhancing business plans and providing critical insight for informed decision-making across your business.

This solution provides the agility, scalability, and reliability needed to meet the demands of modern financial consolidation.

This solution provides the agility, scalability, and reliability needed to meet the demands of modern financial consolidation.

Our solutions are more than tools—they are enablers of transformation. By addressing the unique challenges of the CFO office, we provide the means to streamline processes, foster collaboration, and drive innovation. Whether you need the groundbreaking capabilities of floiad.ai or the robust frameworks of OneStream-aligned tools, we are your partners in achieving financial excellence.

Explore our solutions today and take the first step towards a smarter, more agile finance function.

Advance Your Financial Operations

Discover how our strategic services can enhance your financial management.

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