Before you sign that vendor contract or kick off a multi-year programme, you need independent perspective. Someone who's seen what works and what fails across dozens of transformations — not a vendor selling software, and not a consultancy whose only skill is implementing the one platform they resell.
Our advisory practice helps CFOs and finance leaders make better decisions — faster. We bring pattern recognition, an honest view of vendor claims versus reality, and the strategic frameworks to align technology with business outcomes.
We tell you what you need to hear, not what you want to hear.
"The most expensive mistake in EPM isn't picking the wrong tool. It's starting without a clear vision of what success looks like."
— Alexandre SarteDefine your target operating model for planning, consolidation, and reporting. Build a multi-year roadmap that aligns technology investments with business priorities.
Vendor-neutral guidance on platform choices. CCH Tagetik, OneStream, Anaplan, SAP Analytics Cloud, Workday Adaptive — we know the strengths and limitations of each.
Build the case that gets board approval. We help you quantify benefits, model TCO, and articulate the strategic rationale in language executives understand.
Keep transformations on track. We provide independent oversight, quality gates, and steering committee support to ensure your programme delivers value.
We deploy intelligent AI agents purpose-built for finance tasks — hosted securely in your own cloud environment (GCP, Azure, AWS). From automated reporting and dashboard generation to spreadsheet processing and data reconciliation, these agents work around the clock on the repetitive tasks your team shouldn't be doing manually.
Before you commit to a direction, get clarity on where you're headed and why.
Vendor selection, build-vs-buy, cloud-vs-on-prem — we cut through the noise.
Transformation stalled? We diagnose root causes and chart a path forward.
Second opinion before a major decision? We provide honest, independent review.
Advisory engagements are tailored to your needs. Some clients need a single workshop to align their leadership team. Others want ongoing strategic counsel as a transformation unfolds.
No sales pitch. Just a candid discussion about your challenges and whether we can help.
Book a Call →Whether you're planning a transformation or navigating one in flight — we're here to help you succeed.