For the CFO
The board-meeting view. Live.
Cash position, runway, AR and AP ageing, compliance posture, multi-entity consolidation. The numbers your board asks for, without a week of finance team prep.
What CFOs see first
Six things you need on one screen.
The dashboard that lands when a CFO logs in. Drill into any tile, scope by entity, export to the board pack.
Cash position
Bank balances across entities, currencies and accounts. Live, not yesterday's ledger snapshot.
Runway & burn
Burn rate from posted P&L, runway from cash and committed inflows/outflows. Scenario toggles for fundraises.
AR & AP aging
DSO, DPO, aging buckets and customer/vendor concentration. Drill from chart to invoice in one click.
Compliance status
Filings on time, ITC at risk, vendor non-filer exposure, statutory payments due. Per entity, rolled up.
Financial ratios
Working capital, current ratio, gross margin, opex ratio. Trended monthly with prior-period comparison.
Multi-entity rollup
Each subsidiary computes locally; the group view consolidates with elimination entries and FX translation.
The close cycle
Close in days, not weeks.
Books reconciled live mean month-end isn't a sprint. AR, AP, taxes and intercompany eliminate as you go. The CFO sign-off is a review, not an assembly job.
- Live reconciliation across AR, AP and intercompany
- Tax computed and reconciled monthly, not quarterly
- Period-lock with audit trail; no sneaky retroactive edits
- Drill from any P&L line to the source transaction
Audit & investor readiness
Audit prep, in hours.
Every transaction has a source document, every approval has an actor and a timestamp, every filing has an evidence pack. When the auditor or the DD team asks, the answer is one click. Not one week.
- Per-line-item audit trail across AR, AP, tax and books
- Auditor and DD scoped views with time-boxed access
- Evidence packs per filing, per period, exportable
- SOC 2 Type II and ISO 27001 reports available on request
What CFOs see after rollout
The numbers, after switching.
Median month-end close cycle
Audit prep time
ITC recovery from GSTR-2B reconciliation
Average tools replaced
Why CFOs switch
We replaced four tools with OneFinOps: Tally, an AR collections add-on, a compliance vendor and a homegrown approval tracker. Audit prep went from a six-week sprint to a two-day sweep, and I get to answer the board with live numbers, not last month's.
CFO FAQ
What CFOs ask before they sign off.
Does this replace NetSuite or SAP for our group?
For mid-market finance teams, yes. AR, AP, procurement, catalog, compliance and reports all live here. For PE-backed groups already on NetSuite/SAP at the holding level, OneFinOps integrates so subsidiaries can adopt without disrupting consolidation. Many groups use OneFinOps in operating subsidiaries with NetSuite at the parent.
What about audit, due diligence and investor diligence?
SOC 2 Type II and ISO 27001 reports available under NDA. Auditor and DD-team views with time-bound, scoped access. Evidence packs per filing and period. Multi-period drill-down without exporting a single CSV.
How does multi-entity consolidation work?
Each entity has its own books, currency, tax engine and statutory calendar. The group view rolls up balances with FX translation, intercompany eliminations and a configurable hierarchy. Local statutory filings stay local; group reporting consolidates.
How is data security handled?
Your tenant is isolated. SOC 2 Type II audited annually, ISO 27001 certified, DPDP and GDPR compliant. Data encrypted at rest and in transit. SAML SSO, SCIM and audit log exports on Scale tier. Your data is never used for AI model training.
How fast can we go live?
Median 14 days from contract signed to first close. Includes ERP migration (Tally, Zoho, QuickBooks, NetSuite, SAP), historical data migration up to 36 months, vendor and customer master cleanup. A dedicated implementation lead works with your team.
How does pricing scale with our group?
Pricing scales with entities and countries, not seats. A 100-person finance team in one entity pays the same as a 5-person team in one entity. Multi-entity, multi-country groups move into Scale tier with named CSM and SLA.
See the dashboard on your numbers.
A 30-minute walkthrough on your statutory mix, your entities and your ERP. No sales script.