Profitbase CFO Platform
The hub for financial planning, management and control
With its unique three-layer architecture, the CFO Platform lays the foundation for your finance department’s digital transformation, elevating Financial Planning & Analysis to an automated, collaborative, and future-ready process.
Solutions Layer:
Tools for Immediate Impact
The Solutions Layer is where the CFO Platform delivers immediate value to your finance team. Designed to get you started quickly and confidently, it provides:
- Standardized solutions: Pre-built tools for budgeting and forecasting, consolidation, and risk management, ready for rapid configuration to fit your needs.
- Standard with extensions: Customize solutions to address unique business challenges—without lengthy or costly development projects.
- Custom apps: Create tailored applications to streamline specific workflows and continuously improve operations.
Management Hub:
Your Central Command
The backbone of the CFO Platform, where solutions and apps unify into a secure, integrated and reliable system. Optimize operations, automate financial data management and keep everything running smoothly.
Key capabilities include:
- User Management: Easily manage access and permissions across your organization.
- Dimension Management: Centrally handle dimensions for accuracy and consistency in reporting.
- Finance Datamart: A secure, centralized repository that powers insights and collaboration.
- Guides: Built-in tools and best practices to keep your team aligned and efficient.
Core Layer:
Speed and Scalability
At the heart of the CFO Platform is a powerful low-code application platform that streamlines operations and offers the flexibility to adapt quickly to changing business needs.
Key capabilities include:
- Solution Builder: Develop and deploy new solutions with minimal coding. The low-code engine provides a faster, more cost-efficient way to adapt to changing business needs without heavy reliance on IT.
- Visualized Data Integration: Build and manage advanced data integrations with a user-friendly, visual ‘boxes and arrows’ interface, to understand, control, and synchronize data across systems.
- Business Process Automation (BPA): Connect systems, automate tasks, and ensure real-time data synchronization for seamless workflows.
From Manual Number Crunching to Strategy and Value Creation
With over 30 years of experience and expertise in developing software for financial and business management, we have channeled our knowledge into the CFO Platform.
“We have done our utmost to provide ambitious finance departments with the tools they need to spend less time in spreadsheets, enabling them to contribute to the business’s value creation as strategic advisors.”
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 and unnecessarily complicated part of the job for the finance teams of larger organizations that rely solely on spreadsheets for managing the business.
Common tasks for a Spreadsheet Raider seeking 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.
From excavation and maintenance to strategy and value-creation
Improve planning and decision-making by replacing complex, unwieldy spreadsheets with an integrated CFO Platform that consolidates all your financial data in one secure location.
Key benefits:
- Reduce Workload: Cut weeks off your department's workload with automated, accurate, and up-to-date financial data.
- Enhance Financial Planning: Strengthen financial planning, analysis, and reporting with top-tier solutions for budgeting and forecasting, consolidation, and risk management.
- Customize and Automate: Create custom extensions that automate business processes and tailor the platform to your company's specific needs.
- Drive Data-Driven Decisions: Become a catalyst for a data-driven decision-making culture, ensuring confidence and trust in the numbers.
From Fragmented Raw Data to Enriched Planning Data
Whether it’s ERP systems, databases, or files, the CFO Platform consolidates everything in one place, providing you with a solid foundation to streamline workflows, automate processes, and eliminate time-consuming manual tasks.
Step 1
The CFO Platform connects to source systems using methods such as APIs
Step 2
Data is extracted from the source, transformed, and loaded into the CFO Platform.
Step 3
Data dimensions are built, structured, and maintained in the platform.
Step 4
Enriched planning data is exported and visualized in tools such as Power BI.
Quick Configuration Instead of Lengthy Implementation
Unlike complex and time-consuming ERP systems, getting started with the CFO Platform is straightforward. The platform only needs to be configured for you and your business, and then you’re ready to go!
Unite finance, strategy and daily operations
Customize, adapt, expand, and integrate applications within the CFO Platform to boost financial activities and key business areas. At minimal development and implementation cost.
You are in the driver's seat. We're here to support you all the way.
Comprehensive training materials, dedicated advisors to help you and your team stay ahead, and support ready to assist if anything happens.