Official Fibery Partner · Fibery Consultant & Business Process Architect
Finance and Management Reporting automation
I design the connection between operations and financial results, from payment requests and cost allocation to management P&L.
When reports have to be rebuilt each time
Payment, team and client data is spread across spreadsheets. Answering a management question starts with reconciling sources. I begin with the financial model: categories, periods, responsibility centres and allocation rules.
What the work includes
Payment requests
The request, payment purpose, owner and approval route connect to subsequent transaction records.
Income and cost allocation
Data is allocated to the relevant departments, projects or clients according to agreed rules.
Budgets and actuals
Planned and actual figures are compared within a shared structure so that variances can be analysed.
P&L and period closing
Management results are built on operational data. Closing and historical record rules are defined during design.
Results and project boundaries
The result is a management model whose indicators link to source transactions and owners. Boundaries with statutory accounting and external systems are agreed separately.
The Company OS Demo shows how payment requests, cost allocation and financial actuals connect. We can walk through the workflow relevant to you in a meeting.
See the system in action
Open the Demo or contact me for a walkthrough. Some Fibery pages may require access.