We design and implement financial intelligence systems that turn raw information into actionable strategy. Our approach breaks down data barriers, giving you a complete view of your financial ecosystem.
Key Benefits of an EFIA Approach
Financial Visibility
Consolidated financial data across departments and systems
Time Saving Automation
Unlock your team’s valuable time to focus on high-impact analysis and decision-making.
Confidence in Decision Making
Tailored insights to drive confidence in decision making.
EFIA Services
Data Management & Automation
Report and Dashboard Strategy
#Finstack Selection and Orchestration
Bespoke Projects
Outsourced Staffing
- Data Officer
- Director of Systems
- Technical Manager
How we can help
Build an understanding of data
You have at least 4 systems: a CRM, a Martech tool, your accounting system, and a project management tool. You know that the names of your customers don’t match across these systems. And are some of them even customers or are they partners? Let us help you define a common language for your organization as a whole and clean up that data. If it feels like therapy, you’re right – it feels useless at first and then epiphanies start showing up.
Getting started with AI
You know there’s information and insights you’re missing. Maybe AI can help, but how can you test it? If you train a model on bad data, you’re going to get erroneous responses. Let us look at what data is being generated, modified, deleted, and used by whom and for what purpose. Then we can build the plumbing to get hygienic data to a place where your ML or AI tools can crunch away.
Create data hygiene
Operationally, your CFO needs more granular data than what’s currently in a particular system, say for example SKU level margins but by territory. Problem is that, if you’re a CPG company, SKU level sales info is possibly in a point-of-sales systems or in an ERP, but customer data is in a customer service platform or an martech tool. You’ve hired data analysts but they’re spending more than 50% of their time sanitizing and normalizing that data before they can build dashboards. Let us help with you with that data engineering, so your data analysts can do what they actually like doing (and will therefore do it better).
Having a dedicated data team
You want to create a unified reporting dashboard for your leadership team to view data with a high degree of confidence. Where do you start? With competing claims on time, loyalties to existing processes, and a simmering fear of losing control of one’s domain, finding the right champion internally for such an initiative is challenging. An external team with a clear mandate to support such initiatives can often speed up delivery and success of these initiatives.