AI readiness assessment
We read the consolidation, the ERP estate and the spreadsheets before a price is set.
Headcount by team
Finance
AI implementations forfinance teams
An EPM consultancy that makes multi-entity finance data AI-ready.
We diagnose the data model before we quote. The price is then fixed.
Start hereWhat an EPM consultancy should do differently, and why we started one
Constancia is an EPM consultancy for multi-entity finance functions.
Most of our work starts when a finance team has a date in the diary it cannot move.
We go into the data model and challenge the roadmap before any price is agreed. Once that is done, the price is fixed.
The people who do the diagnosis are the people who do the work, so nobody is learning your environment after the contract is signed.
Official partner for both platforms
When a board asks its finance team for an AI plan, the first thing the CFO finds is the data.
If 3 subsidiaries book the same customer 3 different ways, a model trained on those ledgers produces 3 forecasts. The CFO cannot sign any of them.
Spreadsheets nobody admits to
The mappings and the last mile of the close live in workbooks on 1 person's laptop.
A legacy consolidation
HFM, BPC or IBM Controller still closes the books on rules nobody at the company has read.
A price set too early
The price is agreed before anyone opens the data model, so the rest arrives as a change order.
Constancia does 2 kinds of work, and both start in the data model.
The first is AI advisory for finance.
When a board asks for AI, we survey whether the finance data can carry it, what the gaps would cost and how to close them.
The second is the office of the CFO.
We build consolidation, the close, reporting and FP&A on 1 data model, with a named owner for every definition, so a number is agreed once.
The work splits into 3 services, and each has a page of its own.
Read whichever is closest to the decision in front of you.
EPM and CPM consulting
Consolidation, the close and reporting for a multi-entity group, priced once after the survey.
Agentic AI for finance
What an agent needs from the data model before it goes near a number the board reads.
EPM software
OneStream
The close, the consolidation, planning and reporting on 1 model.
Read the guide
FP&A software
Abacum
Budgets, forecasts and scenarios for a team that has outgrown a workbook.
Read the page
We implement OneStream (EPM software) and Abacum (FP&A software), and our consultants are certified on both.
The ledgers from 2 or 3 acquisitions each export in a format the next system cannot load without a manual fix.
Constancia works with groups whose structure has outgrown the close they run.
The structure and the date decide the fit. The sector does not.
The structure
A group too complicated for the close it is running
Multi-entity, multinational or acquisitive, with 250 or more people and either a legacy consolidation or a heavy Excel habit.
The pressure
A date in the diary that will not move
An IPO, an integration, a first audit or a board deadline is already booked, and the date turns a known problem into a funded one.
The dates that start it
- An IPO or SOX readiness
- An M&A integration or a divestiture clock
- A new CFO's first mandate
- An ERP reimplementation
- A funding round needing investor-grade reporting
- A transformation already in flight and struggling
- A board AI mandate blocked by the data foundations
We work across the UK, Europe and South Africa. A single-entity business with a straightforward close is better served elsewhere.
We go into the data model before anything is agreed.
The survey comes first and finishes before a price is named.
Survey
We read the data model, name the risks in it and challenge the roadmap before anything is agreed.
Price
The build price is set after the survey, and a model that turns out worse than we found is our cost.
Design
1 set of definitions, each with a named owner in your finance team, agreed before anything is built on them.
Build
The people who did the survey build the system and hand your team the lineage, the definitions and a runbook.
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