Vision

To empower strategic decision-making by unifying corporate and business unit perspectives—delivering real-time, role-based insights using “extensible” processes and AI to seamlessly integrate with existing transactional systems. This vision ensures cost-effective innovation by leveraging current systems while enabling modernization, and equips every finance leader with relevant, timely, and trusted data—fostering continuous innovation and sustained value.

Mission Statement:

To enable the most comprehensive and effective Enterprise Performance Management (EPM) service that transforms how organizations manage their financial operations and strategic performance.

Core objectives: 

• Comprehensive Financial Management: Delivering all standard finance functions including forecasting, account reconciliation, consolidation, and financial analytics.

• Integrated Operational Intelligence: Seamlessly connect financial data with customer analytics, product performance metrics, and workforce management insights.

Primary focus:  

• Private equity type organizations and those companies with multiple ERP transactional systems.  

Key Differentiators:

• Holistic Integration: Unlike traditional finance-only EPM tools, this service bridges financial, customer, product, and human capital data.
• Operational Excellence: Focus on service delivery and user experience combined with operational data.
• Terminology: Use standardized business unit codes and terms that align with the company’s corporate structure and chart of accounts.
• Scalable Architecture: Built to serve both complex distributed organizations and global corporate structures.