FP&A SOLUTIONS

Four FP&A problems. One decision infrastructure.

Start with the pressure your finance team feels most. We design, build and support the FP&A infrastructure behind board reporting, value-creation KPIs, trusted data and responsive planning.

Take the TRUE FP&A Assessment Read the 2025 FP&A Reality Gap Report

The four solutions

INVESTOR-GRADE BOARD REPORTING

Your board pack lands after the decision has already been made

We redesign and automate board and management reporting so the pack is built on trusted data, ready earlier, and focused on the questions the board actually needs answered.

Faster reporting. Clearer variance drivers. Less manual reconciliation.

TRUE FP&A: Up-to-date Insights

Explore Board Reporting

VALUE-CREATION KPIs & ACCOUNTABILITY

Different teams quote different numbers, and none clearly tie back to the value-creation plan

We define the financial and operational KPIs that matter, agree ownership and cadence, and connect them to the decisions and actions they are meant to drive.

One definition. One owner. One agreed view of performance.

TRUE FP&A: Engaged Decision Support

Explore Value-creation KPIs

TRUSTED DATA & EXIT READINESS

When diligence opens your numbers, what breaks first?

We create the governed finance data layer FP&A needs: agreed sources, definitions, ownership and reconciliation logic, so reporting, planning and investor questions all start from the same numbers.

Traceable history. Fewer reconciliations. Diligence-ready evidence.

TRUE FP&A: Trusted Data

Explore Trusted Data & Exit Readiness

RESPONSIVE PLANNING & SCENARIOS

Your forecast produces a number, but cannot answer the board's next what-if question

We redesign planning around drivers, assumptions and scenarios, then implement the right model or EPM platform so Finance can answer changes quickly and credibly.

Faster scenarios. Clear assumptions. Forecasts that flex.

TRUE FP&A: Responsive Planning

Explore Responsive Planning

ONE CONNECTED SYSTEM

The four solutions work as one FP&A system

Board reporting is only as reliable as the data beneath it. KPIs only matter if they are owned and tied to decisions. Planning only helps if assumptions can change without rebuilding the model. We connect these pieces into one FP&A decision infrastructure.

The planning layer

Budgeting and planning software sized to the business. Your platform, your choice

The reporting layer

Power BI is our specialist BI platform

The data layer

One version of the truth, with defined sources and reconciliation rules. Your platform, your choice

Source systems

ERP, billing, CRM, timesheets and HR, connected once and mapped rather than exported by hand

Trusted DataUp-to-date InsightsResponsive PlanningEngaged Decision Support

We are not a reseller, so the recommendation is the one that fits rather than the one we are paid to make. Change the ERP and the layers above it survive.

Start with the symptom, not the service

If this is the problem

Start here

The pack lands after the decision is madeInvestor-grade Board Reporting

Different teams quote different numbersValue-creation KPIs & Accountability

A sale, refinancing or diligence process is approaching, but the data still needs manual reconciliationTrusted Data & Exit Readiness

The board asks what-if and Finance needs days to come backResponsive Planning & Scenarios

Not sure where to start? Take the five-minute TRUE FP&A Assessment and see which of the four areas needs attention first.

Built inside PE-backed businesses. Designed for investor scrutiny

Experience across PE-backed portfolio companies and the finance environments sponsors expect, with senior-led delivery from diagnosis through implementation

Read the case studies

Start with the problem you already have

Thirty minutes. We review reporting, KPIs, data and planning, identify where decision risk is highest, and agree the most useful place to start

Book the Board Readiness Review Read the 2025 FP&A Reality Gap Report