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Run financial services on one connected platform
Faster consolidation. Clearer reporting. Less manual reconciliation.
Financial services and asset finance firms depend on tight financial control and real-time visibility into every entity and account. de facto infotech helps you unify financial consolidation, reporting, and asset tracking across every entity onto one platform.
How does de facto infotech help financial services firms modernize operations?
de facto infotech is a Microsoft Solutions Partner that helps financial services and asset finance firms unify accounts, fixed assets, and financial reporting across every entity onto one platform — replacing manual consolidation with real-time visibility into performance.
The pressures shaping modern financial operations
Regulatory scrutiny, data complexity, reporting requirements, risk, and operational scale demand accuracy, transparency, and control. Explore the pressures shaping modern financial operations below.
Manual multi-entity consolidation
Reconciling accounts across multiple companies or subsidiaries by hand is slow and error-prone.
Limited real-time financial visibility
Leadership often waits days for consolidated reporting that should be available in real time.
Fragmented fixed asset tracking
Assets tracked separately across entities make audits and depreciation reporting harder than they should be.
Regulatory & audit reporting pressure
Financial and asset finance firms must produce accurate, audit-ready reporting on a strict cadence.
Outdated systems limiting growth
Legacy platforms can't easily scale as firms add entities, products, or geographies.
Disconnected client and account data
Client and account information often lives across separate finance and relationship-management systems.
Our capabilities
Strengthen the way financial data, entities, assets, reporting, and business workflows are managed. See the capabilities that support greater visibility and control.
Multi-entity financial consolidation
Unify accounts, fixed assets, and financial reporting across every company or subsidiary in one platform.
- Consolidated general ledger
- Multi-entity fixed asset tracking
- Standardized financial reporting
Real-time financial & executive reporting
Give leadership live dashboards on revenue, margin, and financial performance across the business.
- Executive financial dashboards
- Revenue & margin reporting
Regulatory & audit-ready reporting
Structured reporting that keeps pace with regulatory and audit requirements without a manual scramble each cycle.
- Audit-ready reporting
- Regulatory recordkeeping
- Data governance
Fixed asset & portfolio tracking
Centralize asset records across entities for accurate depreciation, valuation, and audit trails.
- Cross-entity asset registers
- Depreciation & valuation tracking
Unified client & account data
Bring finance and relationship data together so every team has one accurate view of each client and account.
- Centralized client & account records
- Cross-team financial visibility
Workflow & process automation
Automate the manual approvals, reconciliations, and reporting cycles that slow finance teams down.
- Automated approvals & reconciliation
- Streamlined reporting cycles
Where AI supports better financial judgement
Speed up analysis and reporting, assist with documentation, and surface information that supports better judgment. Explore practical AI opportunities across financial operations.
Accelerate reporting and reconciliation
AI-assisted reporting helps finance teams close books and reconcile multi-entity data faster, with fewer manual steps.
Surface financial trends automatically
AI applied to financial data flags trends and outliers leadership would otherwise have to dig for.
Draft client and audit-ready documents faster
AI-assisted drafting speeds up reporting packages and client communications without sacrificing accuracy.
Proven in financial services
Outdated systems limited operational efficiency and innovation, with coordination issues across 18 separate entities and difficulty consolidating accounts and fixed assets.
A unified financial platform consolidated all 18 companies onto one system with centralized, real-time financial data.
Frequently asked questions
Book a financial services strategy workshop
A discovery conversation about your entities, consolidation and reporting cadence. From there we scope an assessment and, if it's a fit, a phased roadmap.
- ✓ Review how many entities you consolidate and how long it takes
- ✓ Identify where reconciliation and approvals can be automated
- ✓ Understand what audit-ready reporting looks like on one platform
- ✓ Guidance from Microsoft-certified consultants
- ✓ 30-minute discovery call — free, no obligation
