Use cases.
One problem, the checks we ran and what they found. Most come from our own project work with the client names removed; the rest are illustrative scenarios, and each one is marked.
Use cases
An IT services firm forecasts revenue it can explain
Revenue forecasts were built bottom-up in spreadsheets by each delivery head, and changed every week without a reason. A driver-based rolling forecast tied the number to headcount, utilisation and rates.
A hospital group finds care that was given but never billed
Consumables, procedures and bed days were recorded in clinical systems but did not always reach the bill. Matching clinical records to invoices found the gaps, and fixing the hand-offs closed them.
An auto components maker recovers price escalations it never billed
Raw material clauses in customer contracts allowed quarterly price changes. Many were never invoiced. Matching two years of contracts, commodity indices and invoices found the gap, customer by customer.
A consumer goods company checks every trade deduction
Distributors and modern-trade chains deducted promotions, damages and penalties straight from their payments. Matching each deduction to an approved scheme turned a backlog of write-offs into a list of claims.
From a trial balance to statements, ratios and plans in one upload
Finance teams rebuild financial statements and ratios in spreadsheets every cycle. Two pieces of our own product work turn one upload of a trial balance or SAP ledger balances into statements, ratios and dashboards.
A CFO's month told as a story in eight chapters
A manufacturer's finance leaders read separate reports for sales, margin, cash, risk, assets and treasury. The CFO Storybook puts them in one place, as eight chapters that run from the headline down to the ledger.
A food processor frees cash tied up in stock
Seasonal buying, slow-moving packaging and safety stock set by habit had locked cash into the warehouse. Setting stock levels from data released cash without risking supply.
No use cases match every filter.
Read the thinking behind it
Short articles on revenue leakage, fraud, controls, forecasting and private AI.