Real-time cash visibility
Bank feeds into the ERP, a 13-week forecast refreshed weekly, and a daily cash position the promoter can see on a phone.
Focus area · Finance transformation
Your finance function should run the business, not hold it back.
Most growing SMEs have outgrown their accounting setup but haven't built the processes, controls and reporting infrastructure to match. We redesign the finance engine, SOPs, controls, close calendar and chart of accounts, so it scales with you, not against you.
< 5 days
month-end close after redesign, often under three
30%+
reduction in manual finance effort
90 days
typical transformation timeline
Zero
unapproved spend once controls go live
The problem we solve
When the business grows but the finance function doesn't.
Most founders hit a wall around ₹10–50 crore turnover. The same spreadsheets, the same month-end chaos, the same missing approvals, but the stakes are far higher. Decisions get made on stale data. Cash surprises arrive from nowhere. Auditors find gaps no one knew existed.
Finance transformation isn't an IT project. It's a leadership decision to build a function that earns the trust of every decision-maker in the room.
Signs this is your problem
- Month-end close taking 10+ days
- No documented SOPs; everything lives in one person's head
- Approvals that happen after the fact, or not at all
- MIS nobody reads because nobody trusts it
- Reconciliations that drag into the next month
Our approach
Four pillars of finance transformation.
- 01
Process mapping and SOP design
We document every finance process end to end, purchase-to-pay, order-to-cash and record-to-report, and redesign them for speed, clarity and control. Every step has an owner. Every exception has a rule.
- 02
Internal controls and governance
Approval matrices, maker-checker controls, delegation of authority and vendor and payment controls that close off leakage without slowing operations. Built to survive growth and pass any audit.
- 03
Month-end close redesign
A detailed close calendar with task owners, cut-off rules and reconciliation checklists. We cut close timelines from 10–15 days to under five without hiring more people.
- 04
Chart of accounts and reporting alignment
A chart of accounts that makes your MIS meaningful: cost centres, profit centres and inter-company structures that reflect how you actually run the business, not how Tally was set up years ago.
What you get
Process, controls, close and reporting.
Concrete deliverables, not a slide deck.
Process and controls
- P2P, O2C and R2R process maps
- Finance SOPs, documented and editable
- Delegation-of-authority matrix
- Maker-checker control framework
- Leakage and risk review report
Close and reporting
- Month-end close calendar
- Reconciliation checklists
- Chart-of-accounts redesign
- MIS template aligned to business units
- Finance team RACI
What transformation enables
A modern finance function for a medium or small business.
Enterprise-grade tooling is now affordable at SME scale. The difference between a business that benefits and one that just buys software is design: process first, then systems, then automation.
A close in days, not weeks
Close calendar, automated bank and inter-company reconciliations, and recurring journals templated. MIS by day three.
Dashboards instead of decks
Power BI or Looker Studio on top of the ERP: margin by product, debtor ageing, inventory days, budget versus actual, live.
Controls that travel with the business
Approval workflows and delegation limits inside the system, so a second site or a second generation does not break governance.
Automated order-to-cash and purchase-to-pay
E-invoicing, GST-ready billing, automated collection reminders and three-way matching, removing the manual effort that hides errors.
AI-assisted finance work
Anomaly detection on ledgers, automated variance commentary and document extraction, used where it saves hours and always reviewed by a human who owns the number.
Typical stack for a ₹10–200 crore business: ERPNext or Odoo (or Tally with connected tools), bank feeds, an e-invoicing and GST layer, Power BI or Looker Studio, and a shared close calendar. Chosen vendor-neutrally, implemented process-first.
Representative engagements
Where transformation paid off.
Anonymised, with outcomes shown as typical ranges across comparable work.
A 10-day close and margins drifting unnoticed
The situation. A scaling services business closed its books manually in ten days, with no live view of margins by client.
What we did.
- Automation-first overhaul with Power BI and ERP integration
- Management pay linked to profitability
- Hands-on support through an acquisition
Typical outcome. Month-end reporting in under three days, and gross margins stabilised.
Decisions on instinct, not numbers
The situation. Second-generation owners inherited a profitable business with no MIS, no approval controls and no forward view.
What we did.
- Monthly MIS and promoter dashboard
- Approval matrix and maker-checker controls
- Professionalised finance team
Typical outcome. A single-page view of profit, cash and risk, and a governance base ready for scale or sale.
High revenue, a climbing DSO and a payroll scare
The situation. A fast-growing agency billed well but collected slowly. Debtor days kept rising until salaries felt at risk.
What we did.
- Upfront retainer terms with incentives
- Automated invoice follow-up and escalation
- A written credit-control policy
Typical outcome. Debtor days cut sharply and cash flow stabilised without external debt.
Common questions
Frequently asked questions
How long does a finance transformation take?
Ninety days is typical for a ₹10–100 crore business: thirty days of mapping and design, sixty days of implementation and the first two closes under the new calendar. Larger multi-entity groups take longer.
Do we need new software?
Usually not. Most of the gain comes from process, ownership and a better chart of accounts inside the system you already have. Where a system change is genuinely needed we say so, and our ERP advisory handles it.
Will this slow operations down?
Properly designed controls speed things up, because approvals happen once, in the right place, with the right information. The slowdown people fear comes from controls bolted on after the fact.
Next step
Ready to build a finance function that works?
Book a strategy call and we will map where your current processes are leaking time, money and trust, and what a 90-day transformation looks like for your business.