One governed layer per company
Each company's ledgers, sales, payroll and plans are cleaned, mapped and reconciled into one set of numbers in BPM Analyst. Its systems stay as they are.
SME financial capability at scale
Financial operations run for the company, so a lender can read it
Sound companies are refused finance because nobody can read their numbers. We run their financial operations on BPM Analyst: one governed set of numbers, signed off by an analyst every month. It is operating today in private-equity portfolio companies.
The same application, twice
One company, one loan application, read twice by a credit committee. Nothing about the company changed in between.
The problem is not viability. It is visibility.
When a lender refuses a sound company, it is rarely questioning the business. It cannot assess the risk, because the information in front of it was built for the tax return.
What financial institutions and investors need
- Monthly management accounts for credit decisions
- Reliable KPI tracking for performance evaluation
- Variance explanations for risk assessment
- Board-quality reporting for investment decisions
What SMEs have
- Annual tax accounts prepared months late
- Excel sheets with manual errors
- No forward visibility beyond next month
- Owner intuition instead of data
- An accountant who does compliance, not management reporting
Technical assistance has tried to close that gap by teaching owners financial management. Owners need to run their businesses. When the trainer leaves, the old spreadsheet comes back.
Not training. Not consulting. We run it.
We run the company's financial operations on BPM Analyst, and we stay: the numbers are checked and signed off every month, for as long as the company is with us. It is operating today in private-equity portfolio companies.
Signed off every month
A Fortivis analyst checks, reviews and signs off the numbers before they reach the owner, the lender or you.
The same pack from every company
Every company reports on one set of definitions, so the companies in a programme can be read together.
What a programme gets
The company
- Signed-off numbers every month
- A financial model built with the owner
- Answers to “why”, with the evidence behind them
The lender
- Monthly management accounts
- A cash forecast
- The evidence behind every figure
The programme
- A baseline for every company
- What changed, every month
- Evidence that outlasts the programme
Working with us
We design each programme with the institution behind it: which companies, which sectors, and how impact is measured. The approach comes from managing €4 billion of distressed portfolios, where we saw what breaks in a company's financial management and what a lender needs to see.
Discuss a programme
Tell us which companies you want to reach. We'll show you what their first signed-off month would look like.
Discuss a programme