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Finance Transformation

What is Finance Transformation?
Finance Transformation is the process of redesigning your financial processes, systems, and strategies to create a more efficient, data-driven, and future-ready finance function. By automating routine tasks and leveraging powerful analytics tools, we help you build a finance function that aligns with your business goals and supports growth at every stage.

 

Transform Your Finance Function to Drive Efficiency, Insight, and Growth  

In today’s fast-paced business environment, outdated financial systems and processes can hold you back. Our Finance Transformation services are designed to optimise your finance function - enabling scalability, smarter decision-making, and unlocking your business’s full potential.

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We stay ahead of market trends, continuously reviewing new solutions to ensure your finance tech stack is fit for purpose. Having built finance functions from the ground up multiple times, we know what works, what doesn’t, and how to tailor solutions to your unique needs. â€‹Let us help you create a finance function that’s not just efficient but also a strategic driver of growth.  

Our approach

We assess your current systems and processes, evaluating them against your business’s current needs and future goals. This evaluation serves as a blueprint to design and implement optimised processes where needed, along with integrating the right technology to support your growth and scalability.

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Is your business lacking

Good systems that talk to each other?

Well aligned processes?

Reliable information available easily?

How it works

Assessment

  • Dedicated team assigned

  • Review current processes

  • Gap analysis

  • Gather requirements from Stakeholders
     

Plan

  • Work with current process

  • Fill gaps in data​

  • Plan missing Stakeholder information

  • ​Provide recommendations

Action

  • Improve processes​

  • Data structure setup for reporting 

  • Relevant report templates created for Stakeholders

Transformation

  • New processes live

  • Transition to new ways of working

  • All services live​ (transaction processing, monthly reporting and Fractional FD)

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