Financial Management

Enter, track, forecast, and manage financial commitments, obligations, and expenditures based on common requirements for the financial management lifecycle.

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HOW IT WORKS

PERSONALIZATION

Customizable home
dashboard and widgets

The customizable dashboard is your home base, where you'll find your most important tasks and insights. Configure widgets based on permissions, preferences, and individual user needs.

SEAMLESSLY PROCESS EXPENSES

Credit transaction import
and routing

The transaction processing and routing engine ensures all credit card expense transactions are processed, imported, and routed to the correct users - all monitored from your dashboard.

TRANSPARENCY & ACCURACY

Procurement and contract
pipeline support

Manage your procurement and contract pipelines with a full suite of functionality based on industry gold-standard workflows and processes. Financial Management integrations ensure full transparency and accurate projections, so you can keep an eye on the bottom line.

ACTIONABLE INSIGHTS

Contextual, real-time
dashboard analytics

The Financial Management dashboard features real-time analytics tailored to a user's permissions and responsibilities to provide relevant, actionable work insights that can improve operational efficiencies and streamline processes.

Financial Capabilities

Wide-ranging functionality

Organizations have access to a range of functionality designed to support a wide array of business requirements, including:

  • Manual expense reporting
  • Expense authorizations and advances
  • Procurement, acquisition, and contract management
  • Deposits
  • Budgeting
  • Reporting
  • Approval workflows
  • Downstream general ledger posting

Product Principles

General ledger precision

Systems processing financial transactions should feature high-precision auditability, calculations, and reporting to support the needs of accounting, finance, and budget professionals. Conseqta's Financial Management Solution is built with official general ledgers in mind, ensuring the highest fidelity and accuracy possible.

Intuitive, powerful toolset

Your team needs an intuitive, powerful toolset to help them get the job done. From customizable dashboards with analytics and insights to feature-rich collaboration tools, our Financial Management solution empowers users with the information and functionality they need to stay on top of the entire financial management lifecycle.

Real-time collaboration

Teams need to be able to collaborate in real time when processing financial transactions, expense documents, or procurement instruments. Conseqta's Financial Management solution gives teams the flexibility to work from a single document, send messages, and share attachments to enable your most critical business processes.

Single sign-on security

Users should expect seamless transitions between business applications without the hassle of multiple logins. Conseqta's Financial Management solution is built with enterprise security in mind and is designed to integrate with existing user stores and single sign-on solutions to provide the most seamless user experience possible.

Event-driven system architecture

Systems should follow reactive architecture principles that mirror the event-driven nature of the world. Event-driven system architectures allow for better scalability, performance, and adaptability in the long run.

Cloud native and scalable

Systems should be cloud native and scalable by default. The Financial Management platform uses a microservice architecture that follows reactive principles, meaning it can be deployed on any cloud platform and is prepared to scale on-demand out of the box.