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Financial process transformation

A mature financial process drives two important benefits:

  1. Helps a firm command premium valuation as investors can place more confidence in their numbers

  2. Allows entrepreneurs to focus on their core business without having to deal with the hassle of day-to-day financial operations

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We help you in transforming financial processes to drive efficiency, accuracy, and strategic value for our clients. With over two decades of experience across multiple industries, our team delivers comprehensive solutions that streamline operations and empower organizations to make data-driven decisions.

Our approach
 

We take a holistic approach to financial process transformation, focusing on three key pillars:

  1. Process Optimization

  2. Automations

  3. Organizational structure

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Process optimization​

  • Study your business, organization structure, current process, and your team's capabilities.

  • Identify its weakness, operational risks, and scope for improvement.

  • Identify scope for automations

  • Design a revised standard operating procedure (SOPs) and align with stakeholders

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Automations with minimal investment

We study your existing platforms including the accounting software, ERPs, and standard office applications. We try to utilization automation capabilities in your existing software so that you do not have to make major technological investments. If you are already using either Microsoft 365, Google Workspace, or Zoho Workplace, that is all we would need for reliable automations.

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Organizational alignment

We study the roles and responsibilities and the reporting structure. We rework the team structures if required so that every member of the team is clear about their role, ready to take accountability, and work with a purpose. We train the teams on the new process and take care of change management across all divisions.

Key focus areas

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We transform all key financial process for a business including the following:

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  1. Order-to-cash (O2C)

  2. Procure-to-pay (P2P)

  3. Payroll

  4. Treasury

  5. Pettty cash expenses

  6. Travel and Expenses (TnE) and

  7. Record-to-reporting (R2R)

Key Result Areas

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As we transform your process, you would certainly see improvement in the following areas

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  1. Improved efficiency

  2. Higher visibility on cash flows

  3. Reduced revenue leakages

  4. Better cost and budgetary controls

  5. Faster and more accurate financial reporting

  6. Significantly reduced internal frictions

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