The CFO platform that aligns numbers, technology, and strategy.
Take back control when the gap between ERP and BI has grown so complex that spreadsheets can no longer keep up. Make better decisions faster, with up-to-date decision-ready insights that helps the entire organization perform better.
What is the
CFO Platform?
The CFO platform gives you confidence and trust in the numbers you use to manage your business. Built on financial data – without delays, chaotic spreadsheets, or dependence on IT.
It shines where ERP and BI tools fall short. ERP records transactions and operations. BI tools offer static snapshots. The CFO platform enables you to plan for what lies ahead – so you can avoid surprises and take action in time.
Take a short interactive demo or contact us to see how the solution helps you plan and manage proactively.
Overview and control
Financial data is gathered from various sources such as ERP systems, databases, and spreadsheets and consolidated in the CFO Platform.
Value-Adding dimensions
Data is structured and enriched with dimensions, providing a solid foundation for improved reporting, budgeting, and forecasting.
Better decisions
Key financial figures, insights, and reports are visualized and distributed in tools like Power BI for further analysis and decision support.
Raiders of the Lost Sheets:
Is spreadsheet raiding and excavation taking up too much of your time?
Spreadsheet raiding and excavation is a time-consuming, frustrating part of life for finance teams in large organizations that still rely on spreadsheets to manage critical business processes that fall into the gap between ERP and BI.
Common tasks for a Spreadsheet Raider trying to uncover past and current financial conditions from traces left in spreadsheets include:
- Preserving spreadsheets for future reference.
- Restoring old spreadsheets.
- Excavating spreadsheets when numbers are missing or formulas have been tampered with.
- Managing critical spreadsheets for posterity.
- Handling inquiries related to being the only person who knows where the spreadsheets are stored.
Spreadsheets excavations don’t scale. With the CFO Platform your finance team get the structure and control they need to support the business — without becoming a bottleneck.
CFO Platform vs ERP vs Data Warehouse
ERP records. Data warehouses store. The CFO Platform makes data useful for financial management.
- ERP-system: Manages transactions and operational processes such as accounting, inventory, and invoicing. It is not designed to support financial planning. The focus is on operations and transactions, not analysis or decision support.
- Data warehouse: Collects and stores historical data for reporting and analysis. Requires BI expertise to extract insights.
- CFO Plattform: A self-service tool that adds value to data from ERP systems, spreadsheets, and data warehouses. It enables you to enrich financial data and structure dimensions for smoother reporting, budgeting, rolling forecasts - and much more!
When numbers take too long to become insights:
Time is lost collecting, fixing, and formatting data — leaving little room for analysis, reporting, or collaboration.
When collection and maintenance of data is automated: Better collaboration with a single source of truth drives better decisions faster across the business.
Standardized and Scalable – Tailored for Large Enterprises
The CFO Platform is a reliable alternative to struggling with fragmented systems, spreadsheet dependency, or costly and unpredictable technology implementations built from scratch.
Our ready-made solutions are configured quickly – on average within 100 hours – and have delivered solid results for hundreds of large, complex enterprises.
Once implemented, the low-code concept at the core of the CFO Platform ensures you can easily expand and customize the solution – without expensive and time-consuming development projects.
Realize the potential of making your finance team strategic advisors who elevate the quality of your company’s planning efforts.
Popular features
- Driver-based planning
- Balance sheet and cash flow setup
- Version control
- Simulation
- Rolling forecasts
Reduce your department’s workload by several weeks and rest assured that the numbers are accurate and compliant with laws and regulations.
Popular features
- Automatic reconciliation
- Currency management
- Eliminations
- Intercompany reconciliation
- Drilldown to transaction level
Gain a comprehensive overview of risk exposure and track its development over time using iterations to see the impact of corrective actions.
Popular features
- Business-specific categories
- Risk register
- Risk consolidation
- Action plans
- Opportunity management
A hub for digitalizing Financial Planning and Business Management
The CFO platform is a made specifically to enhance core financial processes where ERP-systems fall short. With a flexible Low-Code concept, the CFO Platform can be customized and expanded to automate processes and core activities within the finance function – without requiring costly development projects.
ERP
– Accounts Payable
– Accounts Receivable
– Travel & Expense Reimbursement
– Fixed Asset Accounting
– Inventory Accounting
– General Ledger Accounting
– Tax Accounting
– Tax Compliance
– Tax Audit/Controversy
– Tax Planning
– Transfer Pricing
CFO PLATFORM
– Consolidation of Financial Reports
– Preparation of External Reports
– Performance Management
– Cost Allocation
– ESG Reporting
– Disclosure Management
– Process-automation
– Cash Management
– Raising Capital
– Bank compliance management
– Security instruments
– Loan portfolio mgt
– Risk Assessment
– Financial Risk Monitoring
– Transparency Act
– Forecasting
– Budgeting and Planning
– Long term financial planning
– Simulation – “what if”
– Operational planning
Stunning reports with Power BI visualizations
Financial Reporting Matrix
Our most popular custom visual provides calculations and conditional formatting for matrix style reports. It provides a number of features not available in Power BI standard matrix visual, including line formatting, conditional formatting, subtotals and more.
Gantt Chart
Create interactive Gantt charts to allow all stakeholders to monitor the status of projects in real-time and help make sure projects are completed on time and within budget. This enhances overall project management and team collaboration.
