Financial Services
Reporting your risk team will sign off on
Cash position
$2.4M
Variance %
94.2%
Exceptions
2,140
Days to close
6 d
The report is due on a fixed calendar, the source systems don't agree with each other, and someone has to be able to explain in six months exactly how a figure was derived. Most teams solve this with a spreadsheet and a person who remembers. That works until the person is on leave during close.
What you get
The dashboards this industry runs on
Not a feature list. The specific outputs teams in your position ask for first.
Regulatory reporting pack
Submission-ready extracts on the reporting calendar, with validation rules that run before anything publishes and exceptions listed by rule.
Monthly close pack
Actuals against budget by cost centre with variance thresholds flagged, and every figure traceable back to the source rows that produced it.
Cash and liquidity position
A 13-week rolling view built from AR, AP and payroll, refreshed daily rather than assembled by hand each Monday.
Why you can trust it
The engine underneath the dashboard
The output is what you came for. This is why the numbers on it hold up.
Row-level security
The same dashboard shows each desk, region or entity only its own rows. One artefact, correctly scoped per viewer.
Versioned pipelines and approval gates
Every change to a pipeline is snapshotted automatically, with a summary of what was added, removed or modified — so how a number was produced is auditable months later, and an earlier version of the logic can be restored.
Activity log up to seven years
Who connected what, who changed which step, and when it ran. Retention configurable to your obligations.
SSO, enforced MFA and IP allowlisting
Access controlled through your identity provider, with named custom roles rather than shared logins.
- 19
- countries standardised on one operating model at MUFG
- 1–7 yrs
- configurable activity-log retention
- $0
- cost to give the whole risk committee read access
Before you ask
The questions this industry always raises
Bring these to a demo. They're the ones we expect, and we'd rather answer them early than late.
- Where does our data physically live, and can we have private cloud?
- Can we enforce MFA and restrict access by IP range?
- Can we prove how a reported number was derived, months later?
- Can different entities see the same dashboard scoped to their own rows?
See it on your financial services data.
Start free and connect one source, or book a demo if you'd rather we scoped it with you first. Both work.
- 21-day Pro trial
- No credit card
- Viewers always free