Client stories

"Finomatic built a well-structured and highly detailed analysis of customer revenue, cost structure and key operational metrics. They distilled complex data from a range of sources into clear reports for both management and board reporting on an ongoing basis. Their solution will directly inform future strategic decisions to drive long-term value"

“Finomatic built a dynamic reporting and forecasting solution that underpins strategic discussions at board level. After aligning on the key metrics and segments we wanted to track, they guided us in configuring our internal systems to support that detailed analysis. Since the model drives from our source systems, it has a clear audit trail and now acts as the single source of truth for internal financial reporting.”

"Finomatic built us bespoke solutions that gave us greater insight into our core metrics and cut our monthly reporting time by 5 days. This allows me to spend less time collating financial data and more time growing the business. We have fed back our positive experience to our investors, BGF, and recommended they use Finomatic on other portfolio companies.”

"One month after signing up with Finomatic, we were able to calculate all our SaaS metrics in an accurate and timely fashion, with a clearly visible audit trail. They took the time to really understand our unique challenges and put in lasting solutions that we can build on internally. Now we trust our numbers and can see our growth!"

"Finomatic has provided Tribepad with timely access to robust KPIs and a flexible forecasting tool. The additional insights into customer metrics and financial performance are helping to inform Board discussions and strategic planning as well as tighten up the company’s month end reporting process. Given the positive experience on Tribepad, I am actively looking for opportunities to introduce Finomatic to other portfolio companies."

"Finomatic Consulting helped transition cash accounting records into robust SaaS KPIs, which streamlined the investment process. In addition to facilitating the fundraise, their solution is now in place to help run the business on an ongoing basis. This means that we have a solid reporting framework from day 1 of our investment. Therefore, our future board meetings will be focussed on the growth strategy rather than verifying the data.”

"If any other companies in your portfolio could do with intelligent, professional, practical and fast support – I couldn’t recommend Finomatic more highly.”

(Introducing Finomatic to their private equity investors)

“Finomatic streamlined the process of reporting and benchmarking the data from our portfolio companies. Their bespoke solution unlocked valuable insights that off-the-shelf portfolio monitoring platforms are not able to provide. We look forward to working with them further, both as a fund and across our portfolio.”

"Finomatic built us a custom solution 18 months ago, which remains a key part of our forecasting process. As the solution was carefully built around our specific business model, we are able to amend the tool internally post-integration. The revenue forecast at the start of the year from this solution was within 1% of the actuals at year-end."

"Finomatic built a comprehensive financial pack which allowed us to communicate effectively with potential investors. We received feedback from investors that this was in the top 1% of materials they had seen. Finomatic supported us throughout the transaction by responding to detailed financial questions and helping to align the operational and financial messaging."

““Finomatic’s solution delivered the fastest reporting turnaround I’ve achieved in my career. Within three working days, we closed, rolled forward the forecast, analysed, and presented our financials to the leadership team. This speed gave us valuable time to discuss our strategy internally before the board meeting. Overall, the increased efficiency and insights have been a game-changer, and I’d highly recommend Finomatic to anyone looking to streamline their financial reporting.”