Business Intelligence Consulting
Centerline helped a $50+ million finance company identify key accounting processes before creating a plan to automate daily bank reporting requirements.
This model helped secure new financing opportunities for the client and improved reporting — from daily operational reports to board of directors-level analysis.
Centerline was asked to help...
— Create new accounting workflows to improve efficiency, resolve reporting errors
— Create an automated roll-forward process to allow for realtime bank reporting
— Develop dashboards for operational, executive reporting
— Create automated email workflows to assist in business acquisition, client communication