Finance
FINANCE (FP&A)

Optimize business processes and use a customized workflow to create a more productive and efficient finance team. XCM productivity enablement adds control, visibility, and accountability into your budgeting, financial planning, and reporting activities.

Get Started: Request a Demo

Finance

Challenges Facing the Finance (FP&A) Profession

Finance departments across the corporate landscape are challenged with technology integration, silo-ed data, and resource constraints.

Your days are filled with status meetings, follow-up emails, and duplicate manual work. You’re worried that due dates aren’t being met, and your staff is scrambling to ensure nothing slips through the cracks.

As a result, they spend their time following up on tasks and project components. You want to remain competitive in attracting new talent, and efficiently completing increasingly complex work. But mostly, you’re trying to stay ahead and keep track of the monthly or quarterly close, and other reports you need to deliver.

XCM Is Productivity, Simply Enabled™

XCM productivity enablement creates a level playing field and empowers finance departments to increase efficiency, accuracy, and productivity. It automates processes from monthly or quarterly close, financial reporting, and other projects to provide visibility, clarity, and accountability.

Decreasing the status meetings, follow-up emails, and duplicate manual work will help you reduce burnout by enabling staff to work more efficiently and effectively. 

Take the guesswork, subjectivity, and time consuming research out of task management by tracking checklists assigned to specific resources. 

Finance Workflow Efficiencies

Visibility

Visibility

Gain a 360° view of all your finance projects, including who has it, what part are they working on, and when is it due.

Accountability

Accountability

Use clear and precise due date management to know that your sales projections, budget exercises, and financial reporting will be done correctly and on time.

Flexibility

Flexibility

Improve and adjust your finance projects in real-time, with flexibility to accommodate changing priorities for projects and tasks.

Control

Control

Access the context and detail you need to identify issues and route them efficiently, keeping your finance projects on track.

Productivity

Productivity

Centralize task management with 1-click access to key information on any finance project or report, giving you back your time and increasing productivity.

Profitability

Profitability

Improve your bottom line as you reduce re-work and delays, increasing accuracy and on-time delivery to give your finance department a clear competitive advantage.

Benefits by Solution

XCM helps users maximize resource utilization and efficiency. It simplifies project tracking, and enables flexible process management at the individual, departmental, office, and/or firm-wide level. XCM collects data on your processes, tasks, and projects and delivers actionable intelligence you can use to compare performance year-over-year, and to more effectively manage day-to-day activity.

Click below to learn how XCM can be part of the solution for your firm or tax department:
 

Benefits by Role

XCM can help you gain visibility across all the tools you and your team use, to deliver a management-level view of all work in progress. Though we integrate with several popular tax and accounting packages, the real payback is through your greatest asset—your people. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality.  

Click below to understand how each role can benefit from XCM productivity enablement:
 

The Trusted Solution

XCM's productivity enablement and workflow platform has become a key piece of the technology equation for tax, accounting, and finance organizations as they move toward a real-time, on-demand environment.

Powered by advanced cloud technology, XCM centralizes tax, accounting, finance, and audit processes within a single platform for end-to-end, streamlined workflow management. The holistic view of all work-in-progress helps leading firms and tax departments balance workloads, proactively address bottlenecks before they become problems, and drive profitability.

By optimizing processes across your organization or department, you and your team will progressively perform at peak efficiency—equating to immense productivity gains, cost savings, and capacity expansion.

Get Started: Request a Demo