Enhanced reporting & forecasting
We combine your accounting, CRM, HR and WIP data into one comprehensive FP&A tool for investors and management.
Problems our clients are facing
Difficulty in viewing relevant KPIs and analysing historical customer behaviour
Time consuming to prepare financial information for board or management meetings
Lack a single consolidated view of the business as data is stored across multiple systems
How Finomatic can help
We are experts in finance, technology and data. We eliminate the need to explain the significance or intricacies of financial data. Throughout each engagement, we work in close collaboration with our clients. This means that we always remain aligned on your desired outcomes.
After concluding an engagement with us, we guarantee you greater speed, accuracy, confidence and understanding with regards to your financial data.
Our process consists of four distinct stages: ‘Investigation‘, ‘Validation‘, ‘Transformation‘ and ‘Integration‘.
1. Investigation
Data Quality
2. Validation
Data Integrity
3. Transformation
Data Availability
4. Integration
Data Continuity
Why it matters
Following an engagement with us, you will benefit from: 1) valuable insights into your customers’ behaviour ; 2) real-time performance monitoring ; 3) responsiveness to changes in your business environment ; and 4) the ability to delay a new hire in your finance team.
This ensures that you can: Maximise company valuation, Improve investor dialogues and Make confident strategic decisions.
Maximise company valuation
Technology sector transactions are highly data driven. Due to the scalable business model, company valuations are often based on projections of future growth. This is in contrast to other industries where historical financials or the book of client names play a much larger role. It is therefore crucial to be confident in your underlying data.
Improve investor dialogues
Institutional investors are highly sophisticated and they will spot data irregularities quickly. It is therefore crucial that your financial data is aligned to your vision of the business and that you can present this information to investors quickly and confidently. Once they have lost trust in your numbers, it is very difficult to regain their interest.
Make confident strategic decisions
Accurate real-time data empowers you to make confident strategic decisions. But, we understand that the ‘so what’ is the most important aspect of any data analysis. We help you to understand the key drivers of your business, which enables you to evaluate opportunities, assess risks and maximise your growth potential.
Which tools do we use?
The vast majority of corporate finance transactions are carried out on the basis of 3-statement financial models in Microsoft Excel. Prospective investors always want the ability to scrutinise the numbers in these statements by tracing back to original source data. We therefore build our final outputs using the Microsoft suite. As the most widely deployed solution in the market, it has the ability to seamlessly integrate with a wide range of source systems and transformation software.
We have extensive experience in working with large raw data sets in a range of different systems and formats. By cleaning and combining this data into a single consolidated view, we facilitate the process of tracking and analysing your most important metrics.
Validation (source systems)
Transformation / Presentation
What does the end result look like?
The final output of these engagements is typically a system-integrated 3-statement financial model in Microsoft Excel. This file will link to data from your source systems and therefore benefits from a largely automated monthly update process. Our solution will also feature a range of dynamic charts in a dashboard format, which provides a detailed analysis of revenue streams and customer behaviour. By building our visualisations using source system data, there is always a clear audit trail for investors and finance team members.
Please see below for an example of the new insights we prepared for a previous client.
