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Work Internal finance system

Banking and financial servicesInternal systems

Internal finance system

A major bank · name withheld

The problem

A finance team inside a major bank was running a core part of its month on spreadsheets and email: figures rekeyed between systems, approvals chased by hand, and no single record of who changed what or when. In a regulated environment the speed is the smaller problem. The missing audit trail is the real one.

What we built

We built the internal system that replaced it, with the workflow, permissions and audit trail the process actually requires. Every figure has a source, every approval has a name and a timestamp, and the reporting comes out of the system rather than out of somebody’s workbook.

Under NDA. The bank is not named, and no screens, figures or internal detail are published here.

Next step

Start with a call, not a brief.

Twenty minutes on what’s actually breaking. If we’re the wrong fit, we’ll say so and point you at who isn’t.

Book the call