For the CFO and the finance function

Finance transformation consulting and finance system implementation

A faster close, cleaner reporting and controls you can trust, delivered by people who have implemented essentially every finance system over nineteen years. We start from the outcome the finance function needs, not the software.

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19 yrs
Delivering finance systems
£25m
Largest single saving delivered
7+
Finance platforms delivered
The outcome

The system is the means, not the point

Finance leaders do not want a new ledger for its own sake. They want a close that takes days not weeks, numbers the board can rely on, and controls that hold up to scrutiny.

We design the transformation around those outcomes and choose the technology to fit, rather than the other way round.

Where we help

Across the finance systems landscape

Selection and implementation

Independent selection and delivery across Oracle, SAP S/4HANA, Microsoft Dynamics, NetSuite, Sage, Unit4 and more.

Close, reporting and controls

A faster close, cleaner management and regulatory reporting, and controls that stand up to audit.

Migration and data

Moving finance data cleanly onto the new platform, with the reconciliation and audit trail finance teams need.

Independent

No vendor in our ear

We are vendor independent, with no reseller agreements and no commissions, so the system you end up with is the one that fits your finance function, not the one that pays us.

On BP Pulse we cut billing errors and improved financial reporting to regulators, as part of an Oracle to Dynamics move delivered 39 days ahead of forecast.

FINANCE PLATFORMS DELIVEREDNineteen years across every major finance platformOOracleDeliveredDMicrosoftDynamics 365DeliveredSSAPS/4HANADeliveredNNetSuiteDeliveredSSageDeliveredUUnit4DeliveredAAccessDeliveredVendor independentNo reseller agreements or commissionsSelection, delivery and recoverySystems our people have implemented and delivered for clients, with no vendor ties and no commissions.
Where we start

Record to report and the month end close

The record to report process is where most finance transformation value sits and where most finance systems disappoint. A slow month end close process is rarely a system problem alone: it is a chart of accounts that grew by accident, reconciliations done in spreadsheets, intercompany that nobody owns and approvals that wait for people. We fix the process and the data first, then make the system support it, which is why our finance system implementations tend to close faster in month one rather than month twelve.

Track record

Finance systems, delivered for real

Delivered essentially every major finance system over nineteen years
BP Pulse: reduced billing errors and improved regulatory reporting, 39 days ahead of forecast
Largest single saving delivered £25m
Vendor independent, no reseller agreements or commissions
Chris delivered a significant global transformation programme for the key BP Pulse rollout. A highly complex programme with many moving parts, but PEF created a sustainable scalable structure and executed to time and budget.Jeff McQueen, Global VP, BP Pulse
Common questions

Finance transformation questions, answered

Which finance systems do you work with?

Oracle, SAP S/4HANA, Microsoft Dynamics, NetSuite, Sage, Unit4 and Access among others. We are independent of all of them.

Do you help choose the system as well as implement it?

Yes. Independent selection is often the most valuable part, because getting it wrong is expensive for years.

Is this only for large finance functions?

No. The outcomes, a faster close and reliable reporting, matter just as much for mid sized finance teams.

How do you protect the numbers during migration?

Profiling, cleansing, mapping and reconciliation with a full audit trail, so what lands in the new system is right.

Can you work alongside our finance team?

Yes. We lead and support your team through the change and leave capability behind.

When should finance move from accounting software to an ERP?

When month end depends on spreadsheets, you run several entities or currencies, or stock and projects sit outside the ledger. Our guide to ERP accounting sets out the signs.

Get a finance function you can rely on

Tell us where the close and the reporting hurt and we will tell you honestly what would fix it and what it would take. No obligation.

Book a confidential conversation