Group Finance Copilot: Close, IFRS, and Board Packs Without One AI-Guessed Number
A finance platform for investment holding groups that runs the period-end close, IFRS statements, portfolio tracking, and board reporting, with every figure calculated by rules.
The Challenge
Investment holding groups close their books across entities and portfolios in spreadsheets. Revaluations, tax, disclosures, and board packs are rebuilt by hand every period, and one broken formula can reach the board unnoticed.
Key Capabilities
Period-End Close
Revaluation, tax, and financial statements produced end to end, with approval before anything is final.
IFRS Statements and Disclosures
Compliant figures and disclosure notes calculated by rules, never estimated.
Portfolio Intelligence
Fair value, concentration, and dividend income tracked across every holding and entity.
Budget and Variance
Actuals compared against budget, with every variance visible.
Board and Investor Packs
Board-ready reports generated from verified figures.
Finance Copilot
Questions about figures and accounting policies answered in plain English, grounded in the group's own records.
The Results
Built and deployed on sample group data, ready to connect to a group's own books.
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