Finance At The Speed of Decision
50+ Clients Including Fortune 500 and
high-growth leaders
5 Days Average reduction in
month-end close cycles
6 Weeks Typical budget
cycle time savings
$2B+ Value of client
operations transformed
The Finaptive Difference
Why Finance Leaders Choose Finaptive
Successful transformation requires process expertise, technology excellence, and execution discipline. We're the rare partner that delivers all three.
Our consultants architect workflows that actually match how finance works. Our proprietary platform ensures seamless integration without the usual bottlenecks. Our methodology guarantees your team owns the solution, not just uses it.
This integrated approach delivers what others only promise: measurable outcomes in weeks, not quarters. And transformations that stick.
Solutions
Practical Solutions That Deliver Real Results
Quick wins in weeks. Full transformation in months. ROI that lasts for years.
Up to 40% faster planning cycles
Clean data in days, not months
Production-ready in 8-12 weeks
70% reduction in reporting effort
Strategic guidance backed by experience
Enterprise Performance Management
Your competition reforecasts in hours. You're still consolidating spreadsheets. We implement dynamic planning systems powered by Vena Solutions that connect operations to finance in real-time, automate consolidations, and accelerate month-end close.
Key Capabilities
Dynamic budgeting & forecasting
Automated consolidations & close
Rolling forecasts & scenario modeling
Driver-based planning
AI-powered insights with Vena Copilot
Use Cases
Annual budget transformation
Multi-entity consolidations
Rolling forecast automation
Capital allocation optimization
Profitability modeling
Success Stories
DeHavilland Aircraft: 6-week budget cycles
Ho-Chunk Inc: Real-time consolidations
University of Detroit Mercy: Self-service reporting
Mining: 3-day close (12 entities)
Healthcare: Real-time grant tracking
40% Faster Cycles
5 Days Close Reduction
60% Less Manual Work
2-4 Weeks Implementation
Data Integrations Platforms
Stop building connectors from scratch. Our finance-native platform provides pre-built integrations for major finance and ERP systems with intelligent automation that goes beyond data movement—automated anomaly detection, field mapping, data cleansing, and AI-powered validation built in.
Key Capabilities
Pre-built connectors for major finance & ERP systems
Automated anomaly detection (70+ rules)
Intelligent field mapping & transformations
Data quality validation & cleansing
Complete data lineage tracking
Use Cases
ERP to planning system integration
Multi-source financial consolidation
Operational data to finance sync
Automated GL reconciliations
Real-time performance dashboards
Success Stories
Ho-Chunk Inc: 14 entities unified, real-time consolidations
Manufacturing: Real-time cost tracking
Technology: Automated revenue recognition
Financial Services: Multi-ERP consolidation
Retail: Daily P&L automation
2 Weeks Typical Deployment
Finance-Native Built for CFOS
70+ Quality Rules
24/7 Automated Monitoring
Data Infrastructure
Build your single source of truth on Microsoft Azure. We deliver enterprise data warehouses with proven architecture templates, automated pipelines, and integrated AI capabilities—eliminating months of design work while ensuring scalability and security from day one.
Key Capabilities
Azure Synapse & Fabric architectures
Automated data pipeline frameworks
Pre-built dimensional models
Data quality & monitoring
Azure AI & OpenAI integration
Use Cases
Enterprise data warehouse builds
Real-time data pipeline automation
Financial data mart creation
Operational analytics platforms
Predictive modeling infrastructure
Success Stories
Real Estate: 15+ systems, 5-month rollout
Mining: Multi-site consolidation
Manufacturing: Real-time OEE tracking
Healthcare: Patient analytics platform
Energy: Asset performance monitoring
8-12 Weeks Typical Implementation
40-50% Time Reduction
15+ System Integrated
99.9% Pipeline Reliability
Business Intelligence
Executive dashboards that actually get used. We build Power BI analytics using our industry-tested dashboard library for mining, manufacturing, and financial services. AI-powered natural language queries and predictive analytics make insights accessible to everyone, not just data analysts.
Key Capabilities
Industry dashboard templates (mining, manufacturing, financial services)
AI-powered Q&A and smart narratives
Predictive analytics & forecasting
Self-service analytics with governance
Mobile & embedded reporting
Use Cases
Executive performance dashboards
Operational KPI tracking
Financial close reporting
Predictive maintenance analytics
Customer & sales analytics
Success Stories
Mining: 5 sites consolidated, real-time visibility
Manufacturing: 75 users, 6-week deployment
Financial Services: Automated board reports
Healthcare: Patient outcome tracking
Retail: Store-level performance
70% Lesss Report Prep
6 Weeks First Dashboards Live
85% User Adoption
Real-Time Data Refresh
Finance Transformation Advisory
Navigate technology decisions with confidence. We provide assessments, vendor evaluations, gap analysis, and AI readiness planning backed by hands-on implementation experience. No theoretical frameworks—just practical guidance from advisors who've built hundreds of finance solutions.
Key Capabilities
Technology assessments & roadmapping
Vendor evaluation & selection
Process optimization & redesign
AI readiness & strategy
Implementation oversight
Use Cases
EPM platform evaluation & selection
Data strategy & architecture design
Finance process health checks
AI opportunity assessments
Multi-year transformation roadmaps
Success Stories
Mining: Technology stack consolidation
Manufacturing: Cloud migration strategy
Healthcare: EPM implementation redesign
Energy: Finance process redesign
Technology: AI implementation roadmap
2-4 Weeks Typical Assesment
10+ Years Advisory Experience
50+ Companies Advised & Implemented
Proven ROIIn 8-12 Weeks
Industries
Industry Experience That Makes a Difference
Every sector has unique financial complexities. We bring proven frameworks adapted to your specific challenges.
Mining & Energy
From exploration to production, we understand the complexities of resource sector finance. Life-of-Mine (LOM) planning, commodity price sensitivity, multi-site consolidations, and All-In Sustaining Cost (AISC) tracking require specialized solutions that adapt to market dynamics while maintaining operational control.
Key Challenges We Solve
Life-of-Mine (LOM) planning disconnected from annual budgets
Commodity price sensitivity and scenario modeling across operations
Site-level P&L and All-In Sustaining Cost (AISC) visibility
Reserve and resource model integration with financial forecasts
Multi-entity consolidations across jurisdictions and currencies
CAPEX project tracking and sustaining vs. growth capital allocation
Tailored Solutions
LOM planning integrated with annual budgets and forecasts
Commodity price scenario modeling and sensitivity analysis
Site-level P&L with AISC and unit cost breakdowns
Multi-site consolidations with intercompany eliminations
ESG metrics and tailings management cost tracking
Production vs. financial planning integration
Typical Results
5 days Faster Close
20% Forecast Accuracy
12 Entities Consolidated
2 Hours To Board Pack
Construction & Real Estate
Construction firms and real estate developers manage complex capital projects with Work-in-Progress (WIP) forecasting, draw management, and labor burden tracking. We provide visibility into project profitability, general conditions (GC) monitoring, and portfolio performance—from contract award to project closeout.
Key Challenges We Solve
Work-in-Progress (WIP) forecasting and percentage-of-completion tracking
Draw management and funding coordination with lenders/investors
General Conditions (GC) monitoring and indirect cost allocation
Labor burden tracking across union and prevailing wage requirements
Change order impact on project profitability and margin erosion
Subcontractor payment tracking and retention management
Tailored Solutions
WIP forecasting and earned revenue recognition
Project-based budgeting with cost code level tracking
Draw schedule management and funding waterfall modeling
GC cost allocation and overhead tracking
Labor burden analysis with union rate tables
Portfolio dashboards with margin visibility by project phase
Typical Results
15% Fewer Overruns
Weekly WIP Reports
100% Cost Code Visibility
Real-Time Project Margins
GENERAL CONTRACTOR
"Automated WIP forecast curves and draw schedule calculations eliminated 80% of manual work—our team now focuses on analysis instead of spreadsheets"
Manufacturing
Manufacturing companies face constant pressure on margins from input costs, demand volatility, and global competition. We connect shop-floor operations to financial performance through Bill of Materials (BOM) costing, pricing database management, demand planning integration, and Overall Equipment Effectiveness (OEE) tracking—enabling decisions that protect profitability.
Key Challenges We Solve
Multi-level BOM explosions and standard costing maintenance
Pricing database management and quote-to-margin analysis
Demand planning disconnected from production scheduling and financial forecasts
Production variance analysis (material yield, scrap, labor efficiency)
OEE tracking and its impact on absorption and overhead allocation
Make-vs-buy decisions and supplier cost analysis
Tailored Solutions
BOM-level costing with real-time material price updates
Pricing database with margin waterfalls and competitor tracking
Integrated S&OP connecting demand planning to financial impact
Production variance reporting (material, labor, overhead)
OEE dashboards linked to absorption and unit cost calculations
Customer/product profitability analysis with landed cost modeling
Typical Results
Daily Product P&L
2 Days Cost Roll-Ups
<1 Hour Quote-to-Margin
Real-time OEE Impact
Financial Services
Banks, private equity firms, and asset managers navigate complex financial structures with Net Interest Income (NII) modeling, branch profitability analysis, OpCo/HoldCo consolidations, and capitalization table management. We provide visibility across entities, portfolios, and compliance frameworks—from investment committees to regulatory submissions.
Key Challenges We Solve
OpCo and HoldCo consolidations with complex ownership structures
Net Interest Income (NII) forecasting and rate sensitivity analysis
Branch-level and product-line profitability with cost allocation
Cap table management and equity waterfall modeling for PE/VC
IRR calculations and fund performance reporting across vintage years
Regulatory capital adequacy (Basel III, Tier 1/2) and stress testingns
Management fee calculations and carried interest distributio
Tailored Solutions
Multi-entity consolidations with OpCo/HoldCo elimination logic
NII forecasting with interest rate scenario modeling
Branch and product profitability dashboards with FTP allocation
Cap table modeling and equity waterfall automation
Fund-level IRR tracking and portfolio company performance roll-ups
Regulatory reporting automation (SEC, FINRA, OCC)
Typical Results
3 Days Regulatory Filing
Real-time Branch P&L
Automated Cap Table Updates
100% Compliance Accuracy
Not-for-Profit
Senior care organizations, healthcare providers, and social service agencies require sophisticated KPI tracking, census-driven budgeting, and real-time operational dashboards. We provide transparency across facilities, programs, and funding sources—from occupancy forecasting to board-ready Power BI dashboards that tell the mission impact story.
Key Challenges We Solve
Census-driven budgeting and forecasting for multiple facilities and care levels
KPI tracking across occupancy, acuity mix, staffing ratios, and revenue per occupied bed
Fund accounting with restricted, temporarily restricted, and unrestricted tracking
Power BI dashboards for board reporting and operational decision-making
Program-level P&L visibility across independent living, assisted living, and memory care
Labor cost forecasting with union contracts and wage rate changes
Grant lifecycle management and compliance reporting for government funding
Tailored Solutions
Census-based budgeting with occupancy assumptions by care level
KPI dashboards tracking occupancy, acuity, staffing, and financial metrics
Power BI reporting suites for operations, finance, and board presentations
Fund accounting with automated restriction tracking and FASB 958 compliance
Facility-level and program-level P&L with contribution margin analysis
Labor planning models with FTE tracking and wage escalation scenarios
Typical Results
Real-time KPI Dashboards
50% Faster Budget Cycles
Weekly Occupancy Reports
Board-Ready Power BI Reports
Journey
The Finaptive Method
One proven methodology. Five integrated phases. Measurable results at every step.
What We Do
Pain point identification and prioritization
Current state process mapping and documentation
Systems audit and technology assessment
Stakeholder interviews and requirements gathering
Quick win opportunity identification and planning
Discover and Assess
Uncover Opportunities And Establish Baseline
What you get
Current state assessment report and findings
Opportunity roadmap with business case
Quick wins implementation plan and timeline
Success metrics and KPI framework
Project charter and resource requirements
What We Do
Future state process design and optimization
Data quality assessment and cleansing strategy
System architecture and integration planning
Security and governance framework design
Change management strategy development
Data & Design Foundation
Architect The Solution And Prepare Data
What you get
Solution design and architecture documentation
Data model and integration specifications
Technical requirements and infrastructure plan
Governance policies and control framework
Change management and training strategy
What We Do
Platform configuration and environment setup
ntegration pipeline development and testing
Workflow automation and business rules build
User acceptance testing and issue resolution
Data migration execution and validation
System Build
Configure, Develop, and Integrate
What you get
Configured platform environments and systems
Automated workflows and business processes
Active integration pipelines and data flows
UAT sign-off and testing documentation
Training materials and user documentation
What We Do
Executive dashboard and report development
KPI implementation and alert configuration
AI/ML model deployment and calibration
Self-service analytics platform enablement
Advanced automation and optimization setup
Intelligence Layer
Activate Insights and Automation
What you get
Executive dashboards and management reports
Automated operational reporting suite
AI-powered insights and predictive models
Self-service analytics platform and tools
Performance monitoring and alert system
What We Do
End-user training and certification program
Change management and adoption monitoring
Go-live support and issue management
Performance benchmarking and optimization
Continuous improvement roadmap planning
Deliver & Optimize
Ensure Adoption And Continous Improvement
What you get
Trained and certified user community
Complete documentation and knowledge base
Active support framework and processes
Performance metrics and success validation
Future enhancement and scaling roadmap