Free PDF, 14 pages

The Finance Analytics Use-Case Catalogue

33 use cases across the five areas of the finance function: 32 plays and the foundation they stand on. None of them needs a new programme. Each one is a small, separately justified project with its own return.

  • Each use case sets out the problem, what it does, the value, the KPI it moves and who owns it.
  • Written for multi-entity groups, from agency networks and project-based firms to multi-plant manufacturers.
  • Works on the ERP, planning system and data platform you already run.
Get the catalogue

Where should we send it?

What is inside

Five areas, 33 use cases

Cover of the Finance Analytics Use-Case CatalogueA page from area 1 of the catalogue, Reconciliation and Close

1. Reconciliation & Close7 use cases

The close gets faster when the reconciliations run themselves. Month-end checks become controls that run on every load.

2. P&L & Management Reporting11 use cases

One set of definitions behind every P&L the group produces, with every line drilling down to the invoice. Four plays are specific to project-based firms.

3. Balance Sheet & Working Capital6 use cases

Locked-up cash becomes cash you can chase once receivables, payables and work in progress are visible per entity.

4. Finance Data Warehouse4 use cases

The governed layer underneath the other four areas: the foundation most plays stand on, and the scorecard that keeps it clean.

5. Forecasting5 use cases

The P&L by rolling forecast, cash for the next 13 weeks by the direct method, and the plans that feed both.

Get the catalogue

Proof

Results at two finance groups

90 daysTo first release
4 daysFaster monthly close
$57MCash released
5 to 1Allocation processes consolidated
From two finance programmes, at a global professional services group and a global manufacturing group. The $57M was collected by an accounts receivable and work-in-progress programme that ran on the platform.

Professional services group: read the case study
Manufacturing group: read the case study

Rather talk it through?

Bring three use cases to a thirty-minute call.

We will tell you which one pays back first and what the platform under it would take.