Success Stories
These projects reflect how we support companies across different industries in professionalizing their financial and operational processes. Each implementation was developed according to the specific needs and objectives of each organization.
Thaia, a recruiting company providing services to the startup ecosystem, approached us with a clear objective: to professionalize its Finance function. Financial information was being collected manually, which consumed valuable time and made it difficult to access reliable data for decision-making.
Over six months, we implemented a comprehensive financial management system that now includes:
- Automated Cash Flow and Income Statement reports.
- Cost allocation and profitability analysis by service and business line.
- Standardized monthly and quarterly closing processes, ensuring consistency and comparability over time.
- Ongoing management of accounts receivable, accounts payable, and treasury operations.
- Working capital management, optimizing the use of available funds.
Today, Thaia’s team has timely and reliable financial information to plan, monitor performance, and make better business decisions.
Thaia, a recruiting company providing services to the startup ecosystem, approached us with a clear objective: to professionalize its Finance function. Financial information was being collected manually, which consumed valuable time and made it difficult to access reliable data for decision-making.
Over six months, we implemented a comprehensive financial management system that now includes:
- Automated Cash Flow and Income Statement reports.
- Cost allocation and profitability analysis by service and business line.
- Standardized monthly and quarterly closing processes, ensuring consistency and comparability over time.
- Ongoing management of accounts receivable, accounts payable, and treasury operations.
- Working capital management, optimizing the use of available funds.
Today, Thaia’s team has timely and reliable financial information to plan, monitor performance, and make better business decisions.
The Sólidos team approached us with the goal of professionalizing its financial management and optimizing operational planning. Over nearly one year of collaboration, we implemented an integrated financial and operational management system.
In the financial area, we developed:
- Automated Cash Flow and Income Statement reports.
- An automated pricing and budgeting tool that updates prices based on changes in input costs.
- Standardized monthly and quarterly closing processes.
- Ongoing management of accounts receivable, accounts payable, and treasury operations.
- Working capital management, optimizing the use of available funds.
In the operations area, we implemented:
- Definition of operational break-even points.
- A Gantt chart system to plan machinery availability and utilization.
- A minimum stock management system that automatically generates purchase orders for suppliers to ensure operational continuity.
Today, the Sólidos team has integrated financial and operational information to improve planning, control, and decision-making processes.
The Sólidos team approached us with the goal of professionalizing its financial management and optimizing operational planning. Over nearly one year of collaboration, we implemented an integrated financial and operational management system.
In the financial area, we developed:
- Automated Cash Flow and Income Statement reports.
- An automated pricing and budgeting tool that updates prices based on changes in input costs.
- Standardized monthly and quarterly closing processes.
- Ongoing management of accounts receivable, accounts payable, and treasury operations.
- Working capital management, optimizing the use of available funds.
In the operations area, we implemented:
- Definition of operational break-even points.
- A Gantt chart system to plan machinery availability and utilization.
- A minimum stock management system that automatically generates purchase orders for suppliers to ensure operational continuity.
Today, the Sólidos team has integrated financial and operational information to improve planning, control, and decision-making processes.
The Electropilar team approached us with the goal of professionalizing its Finance function and gaining greater commercial visibility into its operations. We implemented a comprehensive financial management system, combined with a data analytics solution focused on sales performance.
In the financial area, we developed:
- Automated Cash Flow and Income Statement reports.
- Standardized monthly and quarterly closing processes.
- Ongoing management of accounts receivable, accounts payable, and treasury operations.
- Working capital management, optimizing the use of available funds.
In the commercial area, we implemented:
- An automated sales monitoring dashboard, allowing the team to track sales performance on a daily basis.
- Sales pattern analysis (pattern mining) to identify products that are frequently purchased together and design promotions and bundles by channel.
The Electropilar team approached us with the goal of professionalizing its Finance function and gaining greater commercial visibility into its operations. We implemented a comprehensive financial management system, combined with a data analytics solution focused on sales performance.
In the financial area, we developed:
- Automated Cash Flow and Income Statement reports.
- Standardized monthly and quarterly closing processes.
- Ongoing management of accounts receivable, accounts payable, and treasury operations.
- Working capital management, optimizing the use of available funds.
In the commercial area, we implemented:
- An automated sales monitoring dashboard, allowing the team to track sales performance on a daily basis.
- Sales pattern analysis (pattern mining) to identify products that are frequently purchased together and design promotions and bundles by channel.
The Indochina team sought to have updated financial and commercial information that would allow them to monitor business performance and improve sales tracking.
We implemented an automated reporting system that includes:
- Automated Cash Flow and Income Statement reports.
- Standardized monthly and quarterly closing processes.
- An automated sales monitoring dashboard to track daily commercial performance.
- Purchase pattern analysis to identify products that are commonly purchased together and generate insights for commercial decision-making.
Today, Indochina’s team has access to updated financial and commercial indicators that facilitate business monitoring and enable data-driven decision-making.
The Indochina team sought to have updated financial and commercial information that would allow them to monitor business performance and improve sales tracking.
We implemented an automated reporting system that includes:
- Automated Cash Flow and Income Statement reports.
- Standardized monthly and quarterly closing processes.
- An automated sales monitoring dashboard to track daily commercial performance.
- Purchase pattern analysis to identify products that are commonly purchased together and generate insights for commercial decision-making.
Today, Indochina’s team has access to updated financial and commercial indicators that facilitate business monitoring and enable data-driven decision-making.
The Betular team sought to optimize the management of nutritional information for its products and eliminate manual tasks from the calculation process. We developed an automated system that integrates ingredient data to automatically generate the nutritional values of each product.
The project included:
- An automated system for calculating nutritional information based on ingredient composition.
- Standardization of calculation criteria to ensure consistency across products.
- Automation of the nutritional information update process when ingredients or recipes are modified.
- Reduction of manual tasks and minimization of errors in the generation of technical information.
Today, Betular’s team has an automated and standardized process to generate nutritional information quickly, accurately, and consistently, allowing them to dedicate more time to operations and new product development.
The Betular team sought to optimize the management of nutritional information for its products and eliminate manual tasks from the calculation process. We developed an automated system that integrates ingredient data to automatically generate the nutritional values of each product.
The project included:
- An automated system for calculating nutritional information based on ingredient composition.
- Standardization of calculation criteria to ensure consistency across products.
- Automation of the nutritional information update process when ingredients or recipes are modified.
- Reduction of manual tasks and minimization of errors in the generation of technical information.
Today, Betular’s team has an automated and standardized process to generate nutritional information quickly, accurately, and consistently, allowing them to dedicate more time to operations and new product development.
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