Case study 1
Chesapeake Manufacturing
From cash flow crisis to 32% cost reduction in 20 weeks
Before
- · 45-day cash cycle
- · Manual P&L reporting
- · No KPI framework
After
- · 28-day cash cycle
- · Automated reporting
- · 14 custom KPIs active
The integrated platform from financial diagnostic to controllership implementation and capability transfer — measured against BLS, SBA, and IMA standards, with AI-assisted automation under specialist review.
Every engagement flows through the same engagement ledger and outcomes dashboard — diagnostic to capability transfer. AI-assisted financial automation (Excel/VBA plus Copilot-class assistants for variance detection and report drafting) surfaces inside every module as decision-support, always under specialist review.
Five-discipline diagnostic that benchmarks cash flow health, cost structure, KPI maturity, control environment, and capability level against industry standards.
Design and deploy custom KPI frameworks across cash flow, profitability, productivity, and working capital — with live RAG tracking and AI-assisted formula suggestions under specialist review.
Five-phase engagement board from Discovery to Monitoring & Transfer, with milestone gates, document vault, and outcomes dashboards.
Four-unit curriculum with cohort delivery, instructor certification, and IMA-aligned credentials for capability transfer.
Every module is accelerated by AI — including Microsoft Copilot integrated with our Excel/VBA automation suite. AI drafts models, reconciliations, and reporting narratives; the controllership specialist reviews and validates every output before it reaches the client.
AI-assisted macro drafting and formula generation layered onto the proprietary automation suite — accelerating model builds without replacing the reviewer.
AI accelerates routine analysis, variance narratives, and first-draft reports so the controllership specialist spends time on judgment, not typing.
No AI output is client-facing until reviewed and signed off by the controllership expert. Every draft carries a review status inside the workspace.
AI is applied as decision-support, not autonomous execution.
Each step lives inside the same workspace. No spreadsheets, no shared drives, no handoff gaps between architect-led design and implementation.
Answer a guided five-discipline questionnaire and upload your trial balance. AI-assisted variance detection flags anomalies for architect review.
Pick from a library of cash, profitability, productivity, and working-capital KPIs — or define your own. Set targets and RAG thresholds per metric.
Move work through the five-phase controllership board with milestone gates, owners, due dates, and a document vault attached to each phase.
Enroll your team in the four-unit curriculum, run cohorts, and issue IMA-aligned certificates from within the same workspace.
"The diagnostic exposed a 45-day cash-cycle gap our controller had normalized. Twenty weeks later, we were operating on a 28-day cycle with no additional headcount."
"We had four freight-cost buckets across three GL accounts. FinanceForge consolidated the chart of accounts and gave us margin visibility down to the shipment lane."
"The KPI framework was calibrated to our reporting cadence, not the vendor's template. Our board meetings now open with numbers, not narrative."
From cash flow crisis to 32% cost reduction in 20 weeks
25% raw material waste eliminated through controllership redesign
Implementation is bundled. No setup fees. No per-user upcharges.