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In today’s fast-paced business environment, outdated financial systems and processes can hold you back.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.
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. 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.
Is your business lacking
Good systems that talk to each other?
Well-aligned processes?
Reliable information available early?
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)
See Our Example Reports
P&L and Balance Sheet
The profit and loss (P&L) account summarises a business' trading transactions - income, sales and expenditure - and the resulting profit or loss for a given period.
Full Financial Board Pack
A comprehensive, structured document that with clear visibility into your company’s financial performance, key metrics, and strategic outlook.
Bespoke Data Dashboard
Data from various systems (accounting, ERP, etc.) consolidated in one dashboard to tell a clear financial story.
Ready to Transform Your Finance Function?
Let’s make your finance operations work smarter, not harder. Discover how Finatec can redesign your finance processes, technology, and reporting to accelerate growth.