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Services
EPM consulting, FP&A and AI advisory for multi-entity finance functions.
The close, the consolidation, the plan and the AI on top of them, built on 1 data model at a fixed price.
- SAP
- Oracle Fusion
- NetSuite
- Microsoft Dynamics
- Workday
- Sage
- Xero
- Salesforce
- Snowflake
- Databricks
- Microsoft Dynamics
- Workday
- Sage
- Xero
- Salesforce
- Snowflake
- Databricks
- SAP
- Oracle Fusion
- NetSuite
- Xero
- Salesforce
- Snowflake
- Databricks
- SAP
- Oracle Fusion
- NetSuite
- Microsoft Dynamics
- Workday
- Sage
Start with the pillar that matches the date you are working to.
AI advisory
AI readiness assessment
A survey of the consolidation, the ERPs and the spreadsheets before a price is set.
Agentic AI for finance
What an agent needs from the data model before it touches a board number.
AI for FP&A
AI on a planning model built from drivers the business owns.
AI forecasting for finance
Forecasts tested against your own actuals before anyone trusts them.
AI in the financial close
Agents on the recurring work of the close, with a person signing the result.
Assessments and transformation
Data and AI assessment
Entity by entity, what in the finance data is fit for AI and what is not.
Finance transformation
A stalled programme restarted from the data model up.
Finance roadmapping
A roadmap written after the data model has been read, not before.
Finance process optimisation
The processes as they run, including the spreadsheet nobody admits to.
EPM, consolidation and close
EPM and CPM consulting
Close, consolidation and reporting on OneStream or Abacum, scoped after the survey.
Financial consolidation
Ownership, currency translation and intercompany on 1 data model.
Financial close automation
A close that runs to a calendar, with the routine reconciliations running themselves.
Tax provision
Current and deferred tax calculated from the consolidated result.
Reporting
Statutory reporting
Accounts and filings tied out to the consolidation, note by note.
Management reporting
A board pack where every measure has 1 owner, 1 definition and 1 source.
Narrative reporting
Annual statements where every figure in the text links to its cell.
ESG reporting
Sustainability figures consolidated with the same lineage as the financial ones.
Planning and FP&A
FP&A consulting
Budgets, forecasts and analysis on drivers the business owns.
Workforce planning
Headcount, open roles and pay in 1 plan with 1 set of approvals.
Sales and operations planning
Volume, capacity and revenue in the same model, so finance and operations agree.
Scenario planning
Scenarios branched from 1 base case, with the downstream effects updating themselves.
Profitability analysis
Margin by product, customer and entity from the consolidated data.
Constancia is an official partner of OneStream and Abacum and implements both.All partners
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