A US Investment Firm Simplified Finance Operations with NetSuite
Overview
A leading capital investment company in the USA, expanding rapidly – managing more subsidiaries and global currencies. To enable smarter decision-making, they implemented a financial management system to modernize their finance operations and support scalable growth.
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Challenges
Complex inter-subsidiary transactions management
Customized employee expense tracking system
Credit card integration with banking systems
Solutions
- Automate and streamline the fund management process
- Automatically generate custom reports and gain insights into the investment portfolio
- Automate relationship management processes with investors and stakeholders
Outcomes
- Reduced 40% of the team’s effort in generating global consolidated financial reports in multiple currencies
- Consolidated multi-subsidiary financial data in real time
- Reduced 75% of manual tasks by integrating bank credit card expenses
