CerevoIntel
Financial Workflow Optimization
Financial Workflow Optimization
We've spent years helping companies in Vietnam streamline their financial operations. Here's what happened when they let us look under the hood and fix what wasn't working.
Every business comes to us with different problems. Some are drowning in manual processes. Others can't figure out why their reports never match. Here are three companies that let us share their stories.
Their accounting team was spending 15 hours every week reconciling invoices manually. Data was scattered across three different systems, and nobody could get accurate cost reports without waiting days.
Built a centralized workflow that automatically pulls data from their ERP, validates invoices against purchase orders, and flags discrepancies. Took us three months to implement and train their team.
Managing cash flow across 12 branches was a mess. Regional managers were making decisions based on outdated numbers. The CFO couldn't get a real-time view of what was actually happening.
Designed a real-time dashboard that aggregates financial data from all locations. Set up automated alerts for unusual spending patterns and created forecasting tools that actually make sense.
They were losing money on late payment penalties and couldn't track which customers were consistently slow to pay. Their AP team was working overtime just to keep up.
Implemented automated payment scheduling with early-pay discounts and late-pay reminders. Created customer payment profiles to help them make better credit decisions.
We asked a couple of clients to describe what changed after working with us. These are actual quotes from people who signed off on letting us share them.
Before CerevoIntel, I was spending my weekends trying to make sense of financial reports from different departments. Now I get everything I need in one place, and it's accurate. I actually have time to think about strategy instead of just fighting fires.
The dashboard they built lets me see what's happening across all our branches without having to call everyone. When we spotted a problem in Biên Hòa last month, we caught it early because the system flagged unusual spending. That kind of visibility just wasn't possible before.
This is what happens from the day you reach out to the day you're running on your new system. No magic, just methodical work.
We spend the first two weeks just watching how you work. Where does data come from? Who touches it? What breaks? We talk to your team, look at your systems, and figure out what's actually causing problems versus what's just annoying.
Based on what we found, we design a system that fits how you actually work. Not some generic solution, but something built around your specific processes and constraints. We show you exactly what it'll look like before we build anything.
This is where we build and configure everything. We work in phases so you're not trying to change everything at once. Each phase gets tested with your real data before we move to the next one. Usually takes 8-12 weeks depending on complexity.
Your team needs to actually use this thing. We train people in small groups based on their roles. We create documentation that makes sense. And we stick around for the first month to handle questions and adjust things that aren't working quite right.
After launch, we monitor how things are performing and make adjustments. Most clients check in with us quarterly to review metrics and see if there are new opportunities for improvement. Your business changes, so the system should adapt too.
These are aggregated results from clients we've worked with over the past 18 months. Your situation might be different, but this gives you an idea of what's actually achievable.
