Your month-end shouldn't take 10 days. Your forecast shouldn't be a guess. And your board pack shouldn't be a panic. We help finance teams get their planning house in order.
Sound familiar?
You're still closing last month while stakeholders want next quarter's forecast. The close is a fire drill, every single time.
Budget_v3_FINAL_JD_comments. Version control is a joke. Nobody trusts the numbers because nobody knows which file is right.
"What if revenue drops 10%?" Good question. Give me a week. Ad-hoc scenario analysis is slow, manual, and painful.
Last quarter's variance? A broken formula. The budget that went to the board? A fat-fingered cell. Excel doesn't catch these.
They didn't study finance to copy-paste between spreadsheets. Your best people want analysis, not data wrangling.
You know you need a planning tool. But Anaplan? Pigment? Planful? The demos blur together and the costs don't. You're stuck.
How we help
Most consultancies will sell you a platform and leave you to figure out the rest. We start differently: by understanding what decisions you need to make, then designing the models and processes to support them.
We map your current process, identify where it breaks, and understand what "better" actually means for your team.
Not the software - the operating model. What reports? What cadence? What inputs? Technology comes after.
Based on your needs, complexity, and budget. Sometimes that's Anaplan. Sometimes it's fixing your existing Excel models.
We implement with your team, not instead of them. Phased delivery means you see value early, not just at the end.
Your team learns by doing, not watching. We transfer knowledge throughout so you're self-sufficient when we leave.
Planning isn't a one-time project. We stay on hand for optimisation, new requirements, and ongoing evolution.
Technology agnostic
We don't have a favourite. We recommend what fits your world - not what pays us the highest commission.
Unmatched flexibility for complex, connected planning. Multi-dimensional modelling at scale. Steeper learning curve, but capable of almost anything.
Intuitive interface that finance people actually want to use. Real-time collaboration. Faster time to value than traditional EPM. Growing fast.
Solid financial consolidation and reporting. Excel-like feel that accountants love. Less flashy, more proven. Good value.
Powerful OLAP engine with deep Excel integration. Massive installed base. Great for organisations already invested in the IBM ecosystem.
Working together
We don't do 200-slide discovery phases. We start small, prove value, then scale.
2-3 weeks. We audit your current state, map the pain points, and deliver a clear roadmap with prioritised recommendations.
If new tech is needed, we help you pick the right platform. RFP support, vendor evaluation, demo coordination.
We build the solution alongside your team. Phased delivery, regular checkpoints, knowledge transfer built in.
Don't want to hire a full-time model builder? We maintain and evolve your platform on a retained basis.
"We transformed fragmented planning processes into a connected platform that reduced our budget cycle from three months to two."
- Head of Financial Planning
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Start with a conversation. No pitch deck, no pressure - just an honest assessment of where you are and where you could be.