Alignment

Budgeting and forecasting are key opportunities for strategic alignment, allowing you to analyse, communicate, and align financial goals seamlessly with broader organizational objectives. Integrate these processes to foster a cohesive and strategically aligned approach. So, unlock your company's financial potential with our Planning, Budgeting, and Forecasting service.

Automation

At KPI, we have a good selection of automation tools, as some processes can be automated on a shoestring budget, whilst others need more advanced technology to address complexities. Either way, we help you efficiently and carefully plan for the future, manage budgets, and anticipate financial trends with rolling forecasts, increasing the efficiency and accuracy of the planning process. Spending less time on data collection more than justifies the cost of automation.

Analysis

We believe in speeding up the process so that you have more time for and can, therefore, improve the quality of forecasts and budgets to inform decisions.

Automation

If you have multiple companies with potentially different charts of accounts and engage in trading with each other, all in different base currencies, your business will benefit from automating financial consolidations, both for your management accounts and for statutory reporting purposes. This will allow you to effortlessly navigate inter-company matching, foreign currency translations, and adjusting journals with the aid of our comprehensive suite of financial services, harnessing the transformative capabilities of automation.

Analysis

The time saved in collecting and aggregating the data can be spent on insightful analytics, guaranteeing careful precision in financial data reconciliation—an empowering experience that facilitates informed decision-making and positions you strategically ahead of the curve.

Alignment

Furthermore, you can leverage our consolidation features to craft "What-if" scenarios, especially when planning significant changes like mergers and acquisitions, disinvestments, or corporate restructures, ensuring a heightened level of strategic alignment for your financial planning.

Automation

Streamline the final mile of your financial reporting with our specialised service and tools. Our advanced automation takes care of intricate details, ensuring accuracy and readiness for presentation. Bid farewell to last-minute stress and errors, as our automated processes guarantee timely and precise financial reports.

Analysis

Experience a simplified final mile with tools that go beyond automation. Gain valuable insights through in-depth analysis, ensuring your financial reports are not just accurate but optimised for presentation. You can confidently deliver reports that reflect a comprehensive understanding of your financial data.

Alignment

Rest easy as we handle the compliance aspect of your financial reporting's final mile. Our service ensures adherence to standards, laws, and best practices, eliminating worries about regulatory compliance. With a focus on precision and compliance, confidently deliver your financial reports on time, free from stress and errors.

Our team leader is a CaseWare Guru and will be instrumental in making the new PROPHIX tool achieve even more..

Alignment

Understanding the true absorbed cost of any product or service is imperative to the business model. Without it, any financial budgeting, forecasting, or planning could be fundamentally flawed and a waste of time, leading the organization into a desert of low margins and endless cash flow constraints.

Automation

We have technology to automatically allocate costs at scale, regardless of size or complexity, so that you can get to the true costs in minutes. We ensure precision in expense distribution, allowing you to allocate costs with ease. This enables you to constantly understand changes in cost drivers without it being a tedious process that takes weeks to complete or is so cumbersome that it is only done once or twice a year. This prevents the costing model from becoming outdated, costs from creeping up, and margins from taking a hit.

Analysis

Because we automate data collection, you will have more time for rich and deep analysis to answer hard-hitting questions such as:

1. Which customers are loss makers?
2. Which products or services are not producing acceptable margins?
3. Which customers need a price increase and by how much?
4. Which services are over-engineered and eating away at the margins?
5. Which departments are not as productive as they need to be?

We've spent years refining the reports. They are highly visual and intuitive, enabling financial and non-financial users to navigate the charts quickly and understand where they are making money and losing money.

Business improvement opportunities are easy to spot, already quantified, and so compelling that it doesn’t take much effort to realize the benefits.