Back to Home
Financial Automation for CFOs in Financial Services
Help financial services CFOs accelerate close cycles, automate reconciliations, and gain real-time visibility into financial operations across complex multi-entity structures.
Challenges
- Multi-entity consolidation delays month-end close by 5-7 days
- Manual reconciliation of trading and settlement data
- Complex regulatory reporting requirements across jurisdictions
- Limited visibility into cash positions across accounts
- High cost of maintaining legacy financial systems
Solutions
- Automated inter-company eliminations and consolidations
- Real-time reconciliation of trading platforms with back-office systems
- Regulatory report generation with audit trail
- Cash position dashboard with intraday updates
- Modern API-based integration replacing legacy connections
Key Metrics
60%
Reduction in close cycle time
8hrs
Daily time saved on reconciliations
99.9%
Reconciliation accuracy rate
$2M+
Annual cost savings
Key Initiatives
- Finance transformation
- Close acceleration
- Regulatory compliance automation
- Real-time financial visibility