How it starts.
No six-month selection process and no preliminary study nobody reads. Four steps, and the first two cost nothing but time.
From the first half hour to the first stage in operation.
Conversation, 30 minutes
Legal entities, banks, systems, volume and the question that takes longest to answer in your organisation. No presentation.
An assessment on one page
Which chains make the biggest difference for you, which bundle fits them, in what order, and what it does not solve.
A demo on your own constellation
Your banking structure, your legal entities, your documents. Not our demo environment with prepared data.
The first stage in production
One bundle, implemented with support, with a defined acceptance criterion and a named owner through into operation.
The first two steps cost nothing but time.
Half an hour and four pieces of information.
What we need for it
Your entity structure, your banking relationships, your authoritative systems per area, and the one question that takes longest to answer in your organisation today. No data exports, no system access.
What you get back
One page that also allows a no: the chains that are manual work for you today, the recommended order of domains, the bundle that fits, and the points for which FinanceOS is not the right answer. Free of charge and without an engagement.
For whom this pays off.
Six criteria. The more of them apply to you, the bigger the difference the connection makes.
Several legal entities
Subsidiaries, countries or cost centres with intercompany and a consolidated finance view.
Active liquidity management
Cash flow forecast, several banks, foreign currency accounts, cash pooling.
Project or contract business
The result builds up over months, with change orders, milestones and progress billing.
Audit and control pressure
External audit, internal audit or group requirements demand evidenced processes.
More than one ERP
After acquisitions two or more systems run in parallel and are meant to keep running for a while.
Microsoft ecosystem
M365 with Entra ID, SharePoint and Teams. Not a requirement, but a noticeable difference.
With one legal entity, low volume and a cleanly running system, FinanceOS is the wrong answer. You will hear that in the first conversation, not after the preliminary study.
What applies to every entry point.
No self-service, and that is deliberate. Every implementation runs with support, with a named owner through into ongoing operation.
What to bring, depending on where it hurts.
If you run project business
Bring two live projects whose result you cannot state with confidence today. Twenty minutes on those shows whether we connect the right things.
If liquidity is your topic
Tell us how long it takes until your consolidated cash position is ready, and how many banks are involved. That is the fastest entry point.
If you run several legal entities
Name the question your team last built a one-off analysis for. We will tell you whether it can become a query.
Eighteen questions, an assessment per dimension, the result without contact details. Finance Operations Assessment
Bring us the finance question that runs through several systems.
Not a system map, not a selection process and not a preliminary study. Just the one record that three departments and four spreadsheets hold together today. If we cannot solve that one better, you do not need the second meeting.