AI-Powered Finance Digital Transformation
Stop wrestling with outdated spreadsheets and siloed data. It's time to modernize.
We re-engineer your FP&A, billing, and revenue operations into a strategic, AI-driven powerhouse
for growth.
From startups to enterprise leaders, we build intelligent financial systems that deliver predictive insights, automate compliance, and accelerate your cash-to-quote cycle. Ready for financial clarity and control?
Trusted by Global Leaders to Engineer Financial Futures
Why CIS for Your Financial Transformation?
We're not just technologists; we're strategic partners who understand the language of finance.
AI-Native Expertise
We don't just bolt on AI. We build financial systems with intelligent automation and predictive analytics at their core, transforming data into your most valuable strategic asset.
Ironclad Security
With CMMI Level 5, SOC 2, and ISO 27001 certifications, we implement enterprise-grade security and governance, ensuring your sensitive financial data is always protected.
Outcome-Driven Focus
Our goal isn't just to implement software; it's to deliver measurable business outcomes like reduced cycle times, improved forecast accuracy, and accelerated revenue recognition.
Seamless Integration
We specialize in breaking down data silos. Our experts seamlessly integrate disparate systems (ERP, CRM, HCM) into a unified, single source of truth for your finance function.
Vetted In-House Talent
We guarantee quality and accountability with our 100% in-house team of over 1000 financial technology experts. No freelancers, no contractors, just dedicated professionals.
Risk-Free Engagement
Start with confidence. We offer a 2-week paid trial and a free replacement guarantee for any non-performing professional, ensuring a perfect fit for your team and project.
Rapid Time-to-Value
Our agile methodologies and pre-built accelerators for common financial processes mean you see tangible results faster, maximizing your return on investment.
Global Delivery, Local Insight
With a strong presence in the USA, EMEA, and Australia, we combine the cost-efficiency of our global delivery model with a deep understanding of regional compliance and market dynamics.
Proven Track Record
Since 2003, we've delivered over 3000 successful projects for clients from startups to Fortune 500 companies, earning a 95% client retention rate through consistent excellence.
Our Finance Digital Transformation Services
We offer a comprehensive suite of services to modernize every facet of your finance operations.
AI-Powered Financial Planning & Analysis (FP&A)
Transform your FP&A function from a historical reporting unit into a forward-looking strategic partner. We implement intelligent platforms that automate data aggregation and enable predictive, driver-based forecasting.
- Reduce budget and forecast cycle times by up to 50%.
- Improve forecast accuracy with AI-driven scenario modeling and predictive analytics.
- Enable self-service reporting and dashboards for business stakeholders.
Automated Financial Close & Consolidation
Eliminate the manual chaos of month-end close. We design and implement automated workflows for reconciliations, intercompany transactions, and consolidations, ensuring a faster, more accurate close.
- Accelerate your financial close process by days, not hours.
- Enhance data integrity and reduce the risk of manual errors.
- Provide a complete, real-time audit trail for improved compliance.
Integrated Business Planning (IBP)
Break down the silos between finance, sales, and operations. We build integrated systems that connect financial plans with operational drivers, creating a single, cohesive plan for the entire organization.
- Align strategic goals with financial targets and operational capacity.
- Improve decision-making with a holistic view of business performance.
- Increase organizational agility to respond to market changes.
Capital & Treasury Management Systems
Optimize liquidity and manage financial risk with modern treasury solutions. We implement systems for cash flow forecasting, debt management, and investment analysis, giving you complete control over your capital.
- Gain real-time visibility into global cash positions.
- Automate treasury workflows and reduce operational risk.
- Enhance strategic decision-making around capital allocation.
Profitability and Cost Management (PCM)
Go beyond standard P&L statements to understand true profitability. We deploy advanced PCM solutions that allocate costs accurately across products, customers, and channels, revealing hidden profit drivers and drains.
- Identify your most (and least) profitable segments with granular data.
- Optimize pricing strategies based on a true understanding of cost-to-serve.
- Make data-driven decisions on resource allocation and investment.
Automated Quote-to-Cash (QTC) Cycle
Streamline your entire revenue lifecycle. We integrate your CRM, ERP, and billing systems to create a seamless, automated flow from sales quote to revenue recognition and cash collection.
- Drastically reduce Days Sales Outstanding (DSO) and improve cash flow.
- Eliminate revenue leakage from manual errors and billing discrepancies.
- Provide a 360-degree view of the customer revenue journey.
Subscription Billing & Revenue Recognition (ASC 606/IFRS 15)
Navigate the complexities of recurring revenue with ease. We implement sophisticated billing platforms that automate complex subscription models and ensure compliance with modern revenue recognition standards.
- Automate calculations for deferred revenue, renewals, and prorations.
- Ensure audit-proof compliance with ASC 606 and IFRS 15.
- Easily launch and manage new pricing models and product bundles.
Intelligent Accounts Receivable (AR) Automation
Transform your AR from a cost center to a strategic cash flow driver. We leverage AI to automate invoicing, collections, and cash application, predicting payment behaviors and prioritizing collection efforts.
- Reduce manual effort in collections by over 70%.
- Proactively identify at-risk accounts and prevent bad debt.
- Improve customer relationships with automated, personalized payment reminders.
E-invoicing and Payment Portal Implementation
Modernize your customer payment experience. We build secure, self-service portals for electronic invoice delivery, online payments, and dispute management, making it easier for customers to pay you.
- Accelerate payment times by offering convenient digital payment options.
- Reduce the administrative burden of handling paper invoices and checks.
- Enhance customer satisfaction with 24/7 access to billing information.
Usage-Based Billing and Mediation
Capture every dollar for consumption-based services. We implement robust mediation platforms that collect, rate, and bill for complex usage data from various sources, ensuring accurate and timely invoicing.
- Scale to process billions of usage events without performance degradation.
- Eliminate revenue leakage by ensuring all consumption is accurately billed.
- Provide customers with transparent, detailed usage statements.
Governance, Risk & Compliance (GRC) Automation
Move from manual, checklist-based compliance to a proactive, automated GRC framework. We implement platforms that centralize controls, automate testing, and provide real-time risk visibility.
- Automate evidence collection and control testing for SOX, GDPR, and other regulations.
- Reduce the cost and complexity of internal and external audits.
- Link risks directly to business processes and financial controls.
Intelligent Document Processing (IDP) for Finance
Liberate your team from manual data entry. We use AI-powered IDP to automatically extract, validate, and process data from invoices, receipts, and contracts directly into your financial systems.
- Achieve over 95% data extraction accuracy, minimizing manual correction.
- Accelerate AP processing cycles and capture early payment discounts.
- Ensure data consistency and accuracy across financial records.
Robotic Process Automation (RPA) for Financial Tasks
Automate high-volume, repetitive financial tasks. We deploy software robots to handle processes like bank reconciliations, journal entries, and report generation, freeing up your team for higher-value analysis.
- Operate 24/7 with 100% accuracy on rule-based tasks.
- Improve employee morale by eliminating tedious, manual work.
- Achieve rapid ROI, with payback periods often under six months.
Tax & Statutory Reporting Automation
Simplify the complexity of tax and regulatory reporting. We implement solutions that automate data gathering, calculation, and formatting for various local and international reporting requirements.
- Reduce the risk of non-compliance and associated penalties.
- Ensure consistency and accuracy across all statutory filings.
- Adapt quickly to changing tax laws and reporting standards.
Spend Management & Procure-to-Pay (P2P) Automation
Gain control and visibility over corporate spending. We digitize the entire P2P process, from purchase requisition and approval workflows to invoice matching and supplier payments.
- Enforce budget compliance and prevent maverick spending.
- Leverage data analytics to negotiate better terms with suppliers.
- Improve supplier relationships with on-time payments and transparent processes.
Real-World Financial Transformation
See how we've helped organizations like yours achieve remarkable results.
Case Study 1: FP&A Modernization for a Global Manufacturing Firm
Industry: Manufacturing
Client Overview: A $2B global
manufacturing company with operations in 15 countries was struggling with a decentralized
and
spreadsheet-driven FP&A process. Their annual budgeting cycle took over four months, and
monthly forecasts were often outdated by the time they were consolidated, leading to
reactive
decision-making and missed opportunities.
"CIS didn't just give us a new tool; they transformed our entire financial planning culture. We've moved from arguing about the data to debating the strategy. Our forecasting accuracy has become a competitive advantage."
- Michael Harper, VP of Finance, Global Manufacturing Co.
Key Challenges:
- Excessively long budget and forecast cycles.
- Lack of a single source of truth for financial and operational data.
- Inability to perform effective scenario planning or driver-based modeling.
- High risk of errors due to manual data manipulation in spreadsheets.
Our Solution:
We implemented a cloud-based, AI-enabled Enterprise Performance Management (EPM) platform, creating a unified data hub that integrated with their ERP and operational systems. Our solution included:
- Automated data integration workflows to create a single source of truth.
- Development of driver-based models for revenue, COGS, and operational expenses.
- Implementation of rolling forecasts and automated consolidation processes.
- Creation of self-service dashboards for divisional managers to track performance against targets.
Case Study 2: Quote-to-Cash Automation for a High-Growth SaaS Company
Industry: Technology (SaaS)
Client Overview: A rapidly
growing B2B SaaS company with $50M ARR was facing significant scalability challenges. Their
manual billing process was causing revenue leakage, delaying cash collection, and couldn't
handle the complexity of their new usage-based pricing models. Compliance with ASC 606 was a
constant, time-consuming struggle.
"Our billing system was holding our growth hostage. CIS implemented a solution that not only solved our immediate ASC 606 headaches but gave us the flexibility to launch new pricing models in days, not months. Their impact on our cash flow was immediate and substantial."
- Jenna Clay, Chief Financial Officer, ScaleUp SaaS Inc.
Key Challenges:
- Revenue leakage due to billing errors and unbilled usage.
- High Days Sales Outstanding (DSO) averaging over 75 days.
- Inability to efficiently manage complex subscriptions and renewals.
- Significant audit risk due to manual ASC 606 compliance processes.
Our Solution:
CIS deployed a modern subscription management and revenue automation platform, tightly integrated with their Salesforce CRM and NetSuite ERP. The solution focused on:
- Automating the entire QTC cycle, from order provisioning to payment reconciliation.
- Implementing a rules-based engine for ASC 606 revenue recognition.
- Configuring a mediation system to handle complex usage-based billing.
- Launching a customer self-service portal for payments and invoice management.
Case Study 3: AP Automation and GRC for a Healthcare Network
Industry: Healthcare
Client Overview: A regional
hospital
network with multiple facilities was drowning in paper. Their accounts payable department
manually processed over 10,000 invoices per month, leading to late payments, missed
discounts,
and a high cost-per-invoice. Their compliance process for financial controls was manual,
making
audits a painful, disruptive event.
"The efficiency gains have been incredible. Our AP team now focuses on vendor management and strategic sourcing instead of data entry. The peace of mind we have during audits is priceless. CIS delivered a solution that paid for itself in less than a year."
- Marcus Dyer, Director of Financial Operations, HealthSys Network
Key Challenges:
- High cost and long cycle times for invoice processing.
- Lack of visibility into spending and accruals.
- Missed early payment discount opportunities.
- Burdensome and inefficient audit preparation process.
Our Solution:
We implemented an AI-powered Intelligent Document Processing (IDP) and Procure-to-Pay (P2P) automation solution. This was coupled with a GRC module to streamline controls management.
- Deployed IDP to automatically extract and validate data from all incoming invoices.
- Created automated 3-way matching workflows (PO, GRN, Invoice).
- Established a digital approval process accessible via mobile devices.
- Centralized financial controls and automated evidence collection for audits.
Our Technology Ecosystem
We leverage best-in-class platforms and tools to build robust, scalable financial solutions.
What Our Clients Say
Our 95% client retention rate is built on trust, transparency, and tangible results.
"CIS transformed our chaotic, spreadsheet-based forecasting into a streamlined, AI-driven process. We now have insights we never thought possible, and our finance team is finally a strategic partner to the business."
"The complexity of ASC 606 for our subscription model was a major risk. The solution from CIS automated everything, giving us an audit-proof system and saving hundreds of hours per quarter. Truly exceptional work."
"We reduced our month-end close from ten days to three. The accuracy and speed are phenomenal. Their team integrated seamlessly with ours and delivered on every promise."
"Their expertise in integrating our legacy ERP with modern cloud financial tools was impressive. They navigated the complexity flawlessly and created a single source of truth that has been a game-changer for our reporting."
"The AP automation project paid for itself in under 10 months through captured early-payment discounts alone. The efficiency gains for my team were just the icing on the cake."
"What stood out was their commitment to security and compliance. As a healthcare provider, data integrity is non-negotiable. CIS's SOC 2 and CMMI Level 5 credentials gave us the confidence we needed."
Flexible Engagement Models
We tailor our approach to fit your specific needs, scale, and strategic objectives.
End-to-End Project
Ideal for well-defined transformation initiatives. We take full ownership of the project lifecycle, from strategic roadmap and solution design to implementation, and support, delivering a turnkey solution on a fixed-timeline, fixed-price basis.
- Predictable budget and timeline
- Defined scope and deliverables
- Managed by CIS project leadership
Dedicated Expert Team (PODs)
Augment your in-house capabilities with a dedicated, cross-functional team of our financial technology experts. This model provides the flexibility to adapt to evolving priorities while retaining full control over the project direction.
- Seamless extension of your team
- Access to specialized skills on-demand
- Agile and adaptable to changing needs
Strategic Consulting
Leverage our senior architects and financial domain experts for high-impact strategic guidance. We assist with technology selection, creating a digital transformation roadmap, and developing the business case for your finance modernization initiatives.
- Vendor-agnostic technology advice
- ROI analysis and business case development
- Architecture and process design
Frequently Asked Questions
Project timelines vary based on complexity. A targeted automation project (like AP automation) can deliver value in 3-4 months. A comprehensive FP&A system implementation might take 6-9 months, while a full-scale, multi-module ERP financial transformation can range from 12-18 months. We prioritize a phased approach to deliver incremental value quickly.
Security is our highest priority. Our operations are certified against CMMI Level 5, SOC 2, and ISO 27001 standards. We employ a multi-layered security strategy that includes data encryption at rest and in transit, strict access controls, regular vulnerability assessments, and adherence to a secure software development lifecycle (SSDLC). All work is performed by our vetted, in-house employees, eliminating third-party risk.
We incorporate a robust change management strategy from day one. This involves identifying key stakeholders, establishing clear communication channels, and demonstrating the value of the new system in terms of reducing tedious work and enabling higher-value analysis. We focus on user-centric design and provide comprehensive training and post-go-live support to ensure a smooth transition and high adoption rates.
Absolutely. We specialize in enterprise integration. Our architects are experts at building robust APIs and using modern integration platforms (iPaaS) to connect new cloud-based financial systems with your existing ERP, CRM, and even custom-built legacy applications. Our goal is to break down data silos and create a seamless flow of information, not to force a complete rip-and-replace unless it's strategically necessary.
ROI is multi-faceted. "Hard" ROI comes from efficiency gains (reduced headcount for manual tasks), captured early payment discounts, and reduced revenue leakage. "Soft" ROI, which is often more impactful, comes from improved forecast accuracy, better strategic decision-making, enhanced compliance, and increased business agility. We work with you to build a detailed business case that quantifies both hard and soft benefits for your specific situation.
We combine strategic insight with deep, hands-on technical execution. Unlike firms that only provide strategy, we design, build, and implement the solutions ourselves with our 100% in-house team of experts. This integrated approach ensures accountability, higher quality, and faster time-to-value. Our agile delivery model and global presence provide the expertise of a large firm with the flexibility and cost-effectiveness of a specialized technology partner.
Ready to Build a Future-Ready Finance Function?
Let's discuss how AI-powered transformation can move your finance team from a cost center to a strategic growth engine. Schedule a free, no-obligation consultation with our financial technology experts today.
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