Finance workflow and asset analysis platform
Challenge
Specialist finance teams were running evidence-heavy casework through spreadsheets, shared folders and email. Document intake, asset coding, apportionment and client-ready reporting were difficult to govern, and review often happened after the trail had already split.
Built
A workflow and analysis platform covering evidence capture, document review, asset coding, apportionment, collaboration and governed reporting. Role-based review and sign-off sit in the path, with assistance on extraction and classification and people accountable for what is released.
Value
Casework follows one operating model from intake to signed output. Reviewers can see the evidence used, and client-facing reports leave through controlled sign-off rather than an unmanaged export.