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Office of the CFO

Five finance problems we solve repeatedly.

Each service follows the same logic: diagnose the workflow, capture the process knowledge, redesign the routine work, and automate with human approval.

Common workflows

Common finance workflows we improve.

Each service starts with the workflow as it actually runs, then applies structure, automation, and AI only where control stays intact.

01 Financial Close & Controllership

You stop firefighting close every month.

Close becomes a controlled rhythm, not a monthly rescue mission.

The ledger is usually fine. The delay lives elsewhere: in the steps nobody mapped, the exceptions that route to email, the one person who knows which entries to reverse. Every month the same pressure builds, the same shortcuts happen, and the same questions go unanswered until someone finds the right person to ask.

We map the close as it actually runs, capture every check, dependency, and exception, then rebuild the sequence so routine work completes earlier and exceptions reach the right owner before period end.

What changes:
  • Close days fall because steps are removed, not just rushed.
  • Exceptions get owned and routed, not chased by whoever notices first.
  • The close runs to the same standard whether or not the close lead is in the building.
02 Budgeting, Forecasting & FP&A

You see what is coming before it is too late to act.

Planning becomes earlier signal, not a late spreadsheet negotiation.

The budget is built once. The business moves weekly. Owners delay inputs. Assumptions drift between versions. Actuals arrive late. By the time the forecast updates, the decision has often already been made, and finance is left defending numbers instead of improving them.

We rebuild the planning workflow around governed inputs, driver logic, and clear business-owner accountability, so actuals feed the model, exceptions surface without manual chasing, and finance reviews the signal instead of reconstructing the spreadsheet.

What changes:
  • Variance surfaces earlier, before it becomes a problem leadership has to absorb.
  • Leadership sees what changed, why, and where action is needed, in one view.
  • Finance spends planning cycles on judgment, not on chasing inputs and reconciling versions.
03 Executive Reporting & Dashboard Intelligence

You stop rebuilding the same report every cycle.

Reporting becomes a decision layer, not a recurring rebuild.

Most CFOs do not lack reports. They lack a process that keeps numbers current, definitions stable, and commentary connected to one source of truth. Every board cycle starts with reconciliation. KPIs drift between versions. Finance rebuilds what it already built last month, and the cycle repeats.

We build the reporting layer as a decision tool: ERP, finance, and operational data flow into a controlled model, KPIs are defined once, and exceptions surface rather than get discovered.

What changes:
  • Board preparation takes hours, not days, because the model is already current.
  • Definitions stay stable across cycles so leadership stops debating which number is right.
  • Finance interprets the numbers instead of producing them from scratch each time.
04 M&A Finance Intelligence

You walk into diligence with answers, not searches.

Deal finance becomes structured evidence, not inbox archaeology.

The numbers exist. The contracts exist. The assumptions exist. But when they sit across folders, data rooms, and email threads, finance reconstructs the deal under pressure every time someone asks a question. Diligence slows. Integration loses value. Post-close surprises arrive because the evidence was never organised.

We connect diligence inputs, model drivers, risk flags, and post-close actions into one governed workflow. AI handles extraction and classification. Finance keeps judgment and sign-off.

What changes:
  • Diligence questions get answered from organised evidence, not from searching inboxes.
  • Risk flags surface before signing, not after integration has already started.
  • Post-close execution tracks against the deal thesis, not against what someone remembers agreeing to.
05 Commercial Finance

You catch the leak before it hits the P&L.

Margin control improves before leakage appears in the accounts.

It starts small. A pricing exception approved without a margin check. A renewal date missed. A contract obligation buried in legal text. A dispute that sits in email long enough to become a write-off. Each is manageable in isolation. Together, over time, they drain margin quietly until the P&L shows what was already lost months earlier.

We turn commercial terms into finance signals: contracts, renewals, pricing exceptions, bids, and disputes become tracked workflows with owners, thresholds, and exception routing. AI extracts and classifies. Finance keeps approval.

What changes:
  • Pricing decisions include a margin check before approval, not as a retrospective fix.
  • Renewals and contract obligations are tracked, not remembered.
  • Commercial disputes resolve faster because the evidence is already organised and owned.

Working with a PE-backed company or managing finance across a portfolio? See how Extryve works with PE operating partners.

Next step

Start with the workflow causing the most pressure.

We will map the current state and confirm whether a diagnostic makes sense.

Let's map your workflow →
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