Financial Decision Intelligence: a business application for finance teams
See the whole picture before money leaves the business.
Review approved financial obligations together, against liquidity and supplier exposure, before they go to ERP payment.
Have a different need? We can adapt this application to your use case.
Why companies need it
Most approval processes look at one transaction at a time. Each payment can be valid on its own, yet all of them together may not suit your current position.
Approved isn’t always ready to pay
A valid approval doesn’t show whether now is the right time to pay, given everything else due.
Liquidity needs a wider view
Finance teams need to see approved obligations together to judge the effect on available cash.
Supplier exposure can build unnoticed
Concentration across suppliers is harder to see when payments are reviewed one by one.
Auditors ask why
You need a clear record of how each payment decision was reached.
What changes
| Without it | With Financial Decision Intelligence |
|---|---|
| Obligations are reviewed one at a time | Approved obligations appear in one portfolio view |
| Liquidity is checked separately | Readiness is assessed against your liquidity requirements |
| Supplier concentration is harder to see | Exposure and concentration are reviewed before payment |
| Reasons for decisions can be scattered | A traceable record links approvals and payment decisions |
How it works
- Bring approved obligations into a portfolio view
- Check readiness against your financial conditions
- Assess liquidity, exposure and priorities
- Produce structured outputs for your finance team
- Keep a record for governance and audit
Who it helps
Finance leaders
See approved obligations against your wider financial position.
Treasury
Review payment runs alongside liquidity requirements.
Accounts payable
Prepare payment runs with a clear review stage.
Financial control and audit
Keep a clear record of payment decisions.
People stay in charge
The application does not start ERP payments. Your finance team decides what proceeds.
Works where your teams work
Runs as an application in your Microsoft 365 and Power Platform environment.
Adapt it to your use case
We can adapt this application to your use case, shaping it around your process, data and business rules. See our services.
Add a clearer review before your next payment run.
Request a demo and see how Financial Decision Intelligence could work for your team.
Request a demo