75% Faster Reporting: AI-Native FP&A Platform Built for Enterprise Finance at Scale
Key Metrics
75%
Faster reporting — monthly close cut to 2–3 days.
50+
Entities managed on one unified platform.
INDUSTRY
FinTech & Enterprise SaaS
SERVICES
Data & Analytics
— Unified Data Platform
Data & Analytics
— BI & Visualisation
DELIVERABLES
Unified Financial Data Platform
Bi-Directional ERP & CRM Data Connectors
Apache Airflow Pipeline Orchestration
AI-Ready Financial Data Architecture
Interactive BI & Reporting Dashboards
Overview
Delivered an enterprise FP&A platform for Blox that cut monthly close cycles from 10–15 days to 2–3 days, unifying financial data from ERP, CRM, and HRIS systems into a single governed analytics layer. The platform achieved ISO 27001, ISO 9001, and GDPR certification within its first year, serving organisations managing 50+ entities.
The Challenges
Finance teams spending 60–70% of their time manually consolidating data from disconnected ERP, accounting, CRM, and HRIS systems — with no unified data layer, every report required manual aggregation across siloed sources, making real-time financial intelligence effectively impossible.
Multi-entity organisations managing 50+ entities had no single source of truth for financial data — fragmented structures across regions and business units prevented accurate scenario modelling, AI-driven forecasting, and consolidated reporting without weeks of manual effort.
Solution
Built a unified financial data platform with bi-directional connectors to ERP, accounting systems (Xero, QuickBooks), CRM (HubSpot), and HRIS — creating a single governed source of truth across all financial data with automated refresh schedules eliminating manual data entry entirely.
Engineered an AI-ready data architecture using Polars and Pandas for high-performance financial computation — structuring the data foundation with optimised schemas and data products capable of supporting AI forecasting, natural language commentary generation, and real-time scenario modelling simultaneously.
Built Apache Airflow-orchestrated data pipelines managing automated transformation, validation, and distribution across all financial models and reports — ensuring every dashboard, forecast, and scenario always reflected current business performance without manual triggers.
Developed interactive BI dashboards with drill-down functionality, expand/collapse tables, and customisable KPI tracking — giving executives, finance teams, and department heads self-service access to real-time financial intelligence tailored to their reporting requirements.
Value Delivered
#01
All financial data from ERP, CRM, HRIS, and accounting systems unified into a single governed platform — finance teams query one source rather than manually aggregating across disconnected tools.
#02
AI forecasting and variance analysis generated directly from live data pipelines — automated commentary and predictive insights delivered alongside reporting without analyst intervention.
#03
50+ entities with complex inter-company eliminations and consolidated reporting served from one data platform — no spreadsheet consolidation, no manual aggregation across regions.
#04
Self-service BI dashboards replacing static report generation — executives and department heads access real-time financial intelligence without waiting for finance team turnaround.
Key Metrics
75%
Reduction in reporting time — monthly close cut from 10–15 days to 2–3 days through automated data pipelines and real-time synchronisation
50+
Entities managed with complex inter-company eliminations from a single unified data platform
Certified
ISO 27001, ISO 9001, and GDPR certified with enterprise data governance delivered for regulated industry adoption
Client Testimonial
"I highly recommend Hatim & @Siya. Their extensive knowledge and expertise in the tech industry ensured that our startup had access to top-tier talent who were well-equipped to tackle any challenge. Their unwavering commitment to our success and their ability to exceed our expectations makes them an invaluable partner in our journey. We are grateful for their support and highly recommend their services to any startup looking for a reliable tech partner."
Simon
Founder & CEO
