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Data Visualization use cases

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Explore the possibilities.

GL Anomaly Detection

  • Replica of P&L Dashboard with Drill-Down Capability
  • Anomaly Detection at GL Level
  • Confidence Interval Generation
  • Advanced Forecasting for Seasonality Removal.
  • Incorporation of External Macro-Economic Indicators.

Working capital analytics

  • Accounts receivable analysis
  • Vendor Risk Analytics/Accounts Payable
  • Inventory analytics
  • One Cash

Cash Flow forecasting

  • Gain visibility into future cash flow
  • Improve financial planning and decision-making
  • Enhance collaboration and communication
  • Manage risk and mitigate potential issues
  • Improve cash flow forecasting accuracy

OTC Customer segmentation and Benchmarking

  • Identify and analyze key customer segments
  • Benchmark customer behavior against industry standards
  • Track customer trends and identify emerging segments
  • Optimize product offerings and marketing campaigns
  • Improve customer service and engagement

Audit Dashboard

  • Monitor user activity and identify suspicious behavior
  • Ensure compliance with regulatory requirements
  • Optimize operational efficiency and identify process bottlenecks
  • Improve data integrity and security
  • Gain valuable insights into user behavior and system performance

MIS Reporting

  • Executive-Level Performance Overview
  • Cross-Departmental Data Integration
  • Trend Analysis and Forecasting
  • Customizable Reporting for Stakeholders
  • Exception Reporting and Alerts

Automation use cases

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Explore the possibilities.

Finance/Tax Automation

  • Automate GST/Income Tax return working
  • Automate 26AS/TDS reconciliation
  • Tax Planning and Forecasting
  • Audit Trail Automation
  • Automated Document Management

Credit Risk Assessment

  • Assesses credi worthiness
  • Incorporates diverse data
  • Builds accurate risk models
  • Improves loan decision-making
  • Enables personalized credit offers

Budgeting and Forecasting

  • Dynamic Budget Adjustments
  • Data Aggregation and Analysis
  • Scenario Planning and Sensitivity Analysis
  • Automated Report Generation
  • Forecast Accuracy Improvement

Expense Approval Workflow

  • Automate submission, review, and approval of expense reports
  • Employees submit expense reports through designated platform
  • Power Automate routes requests to appropriate managers for approval
  • Notifications and reminders sent for timely processing

Invoice Processing

  • Automates handling of invoices
  • System automatically extracts key information from received invoices
  • Extracted information includes vendor details and invoice amount
  • Invoices are routed through an approval workflow
  • Significantly speeds up accounts payable process

Replacement of Jira ticketing tool

  • Use Microsoft/Google forms to collect customer complaints.
  • Utilize Power Automate to assign tickets to dedicated team members.
  • Send automated email updates regarding the ticket status to the customers.
  • Extract customer emails and save information to dedicated folder and Close the complaint after receiving customer feedback.