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Finance operations and shared services
We put your group's end-to-end process cycles in order: lead to order (L2O), order to cash (O2C), procure to pay (P2P) and record to report (R2R), and leave your shared services center running at full capacity.
At any stage of your SSC or GBS: we set it up, stabilize it, take it to the next level or optimize it.
Sound familiar?
When the finance back office holds the group back
The month-end close takes weeks and adjustments arrive late.
Each company in the group does the same thing differently.
The shared services center grew, but SLAs are not met.
Bank reconciliation is done by hand, in spreadsheets or with little automation (60% or less).
Accounts payable runs on emergencies, with the risk of duplicate payments.
Nobody sees the revenue cycle end to end, through payment methods and treasury, which means a lot of work and late claims when there are discrepancies.
What do we solve?
Three fronts, with your team inside
Shared services centers
For local and regional groups:
- Set up the SSC and stabilize it.
- Take it to its next version once it is up and running.
- If it already runs steadily: improve governance (how it is accountable to the business), optimize the service catalog and make sure SLAs are met, with a proper escalation and continuous improvement mechanism.
End-to-end process cycles
- L2O · Lead to order: together with a CRM and optimized commercial operations (processes, policies, discount approval).
- O2C · Order to cash: reconciliation and recording of payment gateways, revenue recording, claims to processors and fast application of deposits.
- P2P · Procure to pay: requisitions and budget control before purchasing, order in how suppliers send invoices, and accounts payable automation.
- R2R · Record to report: reconciliation and clean-up of suspense and intercompany accounts, a faster close, and automation of the request, approval and posting of manual journal entries.
- TS · Treasury and payment control: bank reconciliations, automation of urgent payment requests and better controls wherever money comes in and goes out.
Automated reconciliation
Banks, card payments (POS) and e-commerce gateways, intercompany, suspense accounts or contract accruals: anything with two sides to match (1 to 1, 1 to many, many to many), with clear rules, controlled and auditable exceptions and discrepancies, and a team dedicated to analysis, not to cross-checking data.
How is it left running?
Your team, empowered and autonomous
We design the process with the people who run it, implement it with your tools or those of our ecosystem, and leave it running steadily. We train the team on real work and stay with them through the first runs until they no longer need us.
- Processes that follow good practices, with practical documentation.
- Service indicators that management can review every month.
- Know-how transferred to your team, with no dependence on us.
Technology, after the process
Tools we implement in this line
Process and good practice come first; the tool comes after.
Main enabler
DaMap
Reconciles anything with two sides to match: banks, cards and gateways, intercompany, suspense accounts, contract accruals, electronic invoices or IATA tickets. It manages open items, alerts and audit trails, with solutions for low and high volumes.
Main enabler
Xtract
Receives supplier invoices, performs the three-way match with the purchase order and the goods receipt, routes approval according to your policies and records them in accounts payable in any ERP: the whole process automated up to AP.
Main enabler
Cflow · Kissflow · Netoloji
Low-code or no-code workflows for everything the ERP doesn't cover: requisitions and supplier portal, collections management and payment promises, manual journal entry requests and exceptions. Everything that travels today by email, on paper or over WhatsApp.
Main enabler
mindzie
Process mining on the ERP's records: it shows how each cycle really runs, where the bottlenecks are and whether SLAs are met, with live dashboards.
Supporting enabler
CostCtrl
Profitability analysis and multidimensional costing models when you need activity-based costing (ABC), TDABC or complex models to manage shared services SLAs or analyze the price of each product or service.
Supporting enabler
Clairvoyance
An office of AI agents that augment your people's capabilities: an agentic interface where AI works with people naturally, without programming, in business and office situations.
Technologies via e-CGS, our sister company and technology partner.
Related ideas
Keep reading
Finance operations
Revenue leakage: the revenue loss a CFO cannot delegate without control
Finance operations
The new role of the corporate treasurer: from operator to business strategist
Do you have a similar problem in your finance back office?
Let's talk about your process cycle and we'll tell you frankly where to start.
