Automate the planning, close, and reporting your finance team dreads.
Most finance teams lose days to spreadsheets, manual consolidation, and re-keying numbers between systems. We automate the planning, close, and reporting — with the controls regulated finance work requires.
The close shouldn’t take two weeks
Disconnected planning tools, spreadsheet-driven consolidation, and reports rebuilt by hand every month. None of it scales, and all of it is where errors hide.
How we help financial services teams
EPM & planning automation
Automate core Planning and Essbase processes with EPM Automate and MAXL, and migrate on-prem Hyperion to EPM Cloud (PBCS/EPBCS).
Financial BI & reporting
Real-time P&L, cash flow, and budget-vs-actual in Power BI and Qlik Sense — not month-old spreadsheets.
Data integration & ETL
Connect ERP, GL, and source systems into one clean model with automated refresh, so the numbers reconcile themselves.
Controls & compliance
Row-level security, audit trails, and HIPAA/GDPR-grade data handling built in from day one.
Built on 20+ years of hands-on EPM, BI, and automation work in financial services — Oracle Hyperion/Essbase, Power BI, and Qlik Sense. We’re taking on a small number of early clients to deploy this and build the measured track record together.