We advise CFOs and Finance Directors on transforming their financial operations. We then build the live automated systems that deliver it. From clean ERP data to board-ready intelligence.
IT doesn't understand Finance.
Finance can't speak IT. We are the bridge. And we speak both fluently.
Every month-end, Finance teams are stuck doing manual work not because automation doesn't exist. but because IT doesn't understand what Finance actually needs, and Finance can't translate it. We do both. We've lived inside Finance at the highest levels, and we build the technology that solves its real problems.
We Know the Finance Pain
We have led Finance teams at Fortune 500 level, managing $4B revenue lines, running month-end closes, presenting to CFOs and boards. We know exactly what breaks every month, what takes too long, and what keeps Finance Directors up at night. No guessing.
We Handle the IT So You Don't Have To
Finance teams keep manual processes alive not because they want to. The real reason: IT never builds what they actually need. We take full ownership of the technology side: Power BI, Power Apps, Power Automate, SQL, ERP connections. You focus on Finance. We handle the rest.
Every Company is Unique. We Build for Yours.
No two Finance functions are the same. We never impose a generic template. We start by understanding your business, your processes, your CFO's priorities. then build solutions that fit exactly what you need. Because we understand Finance, we know how to ask the right questions.
The result: Finance gets what it always needed. IT finally delivers it right.
Every CFO Knows This Pain
Month-end should not feel like a crisis every single time.
Every CFO knows the feeling. The last week of the month becomes a scramble. Emails flying, spreadsheets breaking, people working late to reconcile numbers that should already be ready. It doesn't have to be this way.
Our mission is simple: eliminate every repetitive, manual task that can be automated, and give your Finance team their time back. Not so they can do less, but so they can do what they were actually hired to do. Think. Analyse. Advise. Drive the business forward. That is real Finance work.
Hours Wasted on Repetitive Work
Your team spends days copying numbers between spreadsheets, chasing approvals, and fixing the same errors month after month. We automate all of it permanently.
Finance and IT Speaking Different Languages
IT builds what it thinks Finance needs. Finance gets something they can't use. The manual workaround stays. We translate both sides and build what actually works.
Executives Waiting for Numbers That Should Be Live
Your CFO and CEO are making decisions based on last month's data. We connect everything live to your ERP so the right numbers are always there, always current.
What Month-End Should Feel Like
Calm. Controlled. Numbers ready before the deadline. Your team focusing on insights, not data entry. That is what we build for every client.
No New Software. No New Subscriptions.
We Build Inside the Tools You Already Own.
Most finance technology projects start the same way: a vendor walks in, proposes a new platform, and asks for a six-figure annual subscription, leaving you dependent on them forever. We do the opposite.
Every solution we build lives inside your existing Microsoft environment: Excel, Outlook, SharePoint, Teams. The only additions we recommend are Power BI, Power Apps, and Power Automate. Tools most organisations already hold under their Microsoft 365 licence, or can add for a fraction of the cost of any standalone platform.
No new vendor. No new contract. No new training programme. No lock-in. You own everything we build, forever.
And because we are a Finance and IT team in one, we understand exactly what your Finance team needs and we build the technology to deliver it. You do not need a consultant to write a spec and hand it to IT. We are both, in one engagement.
While others lock you into six-figure annual platforms you will never fully use, we build permanent solutions inside tools your team already knows and trusts. Your tools. Our expertise. Results you own.
Already have
Microsoft 365 — Excel, Outlook, Teams, SharePoint
The foundation your team already works in every day. We build on top of it.
Simple add-on
Power BI / Microsoft Fabric
Live dashboards and executive intelligence. Real-time from your ERP.
Simple add-on
Power Apps
Custom finance applications built for your exact processes and approval flows.
Simple add-on
Power Automate
Intelligent workflows that run 24/7. No manual intervention required.
Any ERP
SAP · Oracle · Dynamics GP · Any ERP
We connect directly to whatever ERP your organisation already runs. No migration required.
Our Approach
How We Work. From Diagnosis to Live Intelligence.
A structured four-step engagement designed to deliver permanent, measurable outcomes. Not one-off reports.
01
Diagnose & Advise
We assess your entire finance function. identifying manual bottlenecks, data gaps, and reporting weaknesses that cost your team time and your business money.
02
Design & Strategise
We design a prioritised automation and intelligence roadmap with clear ROI at every milestone, aligned to your business objectives and executive buy-in from day one.
03
Build & Deploy
We build live Power BI systems, AI-powered reports, and automated workflows. permanent solutions your team owns and your executives rely on every single day.
04
Train & Hand Over
We train your team and hand over complete ownership. No lock-in, no ongoing dependency. you own everything we build, forever.
Finance Intelligence Stack
ERP Data: Clean & StructuredLive ✓
Financial Models & KPI FrameworkBuilt ✓
Executive Power BI DashboardsLive ✓
Month-End Close PackageAutomated ✓
AI Management CommentaryAI Powered ✓
Power Apps & Automate WorkflowsAutomated ✓
External Reporting CostsEliminated
What We Do
A Complete Finance Transformation Journey
Every engagement follows a structured path from raw ERP data to board-level intelligence. We handle the full journey so your finance team can focus on what matters.
Step 01
Clean Data. Powerful Models. Decisions You Can Trust.
Everything starts with your data. We connect to your ERP, cleanse and structure the raw output, then build the financial models and KPI frameworks that become your permanent intelligence layer.
ERP Integration & Data Cleansing
Live connection to Dynamics GP, SAP, Oracle — raw data cleansed, deduplicated, and validated. We improved one client from 20% to 100% GL accuracy.
P&L, Balance Sheet & Cash Flow Models
Structured financial models tailored to your business — built for accuracy, live data refresh, and zero manual recalculation.
KPI Design, DAX & Power Query
We define which KPIs actually matter for your business, then build enterprise-grade DAX measures and Power Query transformations to deliver them reliably.
Data & Model Quality
100%
GL coding accuracy after implementation
GL Accuracy
100%
Duplicates removed
98%
Manual calc errors
Zero
Step 02
Live Dashboards. AI Commentary. Board-Ready Instantly.
Your executives should never wait days for a report that is already out of date. We build Power BI dashboards and AI-powered executive reporting packages so your CFO and board have instant, accurate visibility — always.
Power BI Executive Dashboards
Real-time P&L, Balance Sheet, and KPI visibility for CFOs and CEOs — live 24/7, connected directly to your ERP. No manual refresh, no stale data.
AI-Powered Commentary & Narratives
Context-aware AI explains the WHY behind every number — board packs, CFO briefings, and management commentary written automatically.
Daily Business Intelligence
Auto-generated talking points, probing questions for VP reviews, and red-flag alerts — executives walk into every meeting fully informed.
Reporting Impact
85%
Reporting pack preparation time saved
Report prep time
85%
Manual writing
98%
Dashboard availability
24/7
Step 03
Custom Apps. Automated Workflows. Month-End Without the Crisis.
We replace email chains, manual spreadsheets, and missed approvals with purpose-built Power Apps and fully automated workflows. Month-end stops being a scramble and becomes a structured, self-running process.
Power Apps: Custom Finance Applications
Expense submissions, budget requests, spend approvals — all in purpose-built apps with digital audit trails, policy enforcement, and zero email dependency.
Power Automate: Intelligent Workflows
Approval routing, escalation rules, overspend alerts, and compliance checks — running 24/7 with zero manual intervention and a full audit trail.
Automated Month-End Close Package
P&L, Balance Sheet, and Cash Flow refreshed live from your ERP. We reduced one client's Balance Sheet close from 3 days to 4 hours.
Automation Impact
83%
Month-end close time saved
Close time
83%
Manual chasing
95%
Compliance
100%
Step 04
Ongoing Strategic Finance Advisory
Beyond the build, we work alongside your CFO and Finance Director as a strategic partner, advising on reporting structure, financial storytelling, KPI evolution, and board presentation strategy.
CFO Strategic Partnership
Trusted advisor thinking alongside you on transformation strategy — not just delivering outputs.
Financial Storytelling
We frame performance in compelling narratives that resonate with boards, investors, and executive teams.
Board & Investor Preparation
Pre-meeting briefings, probing questions for VPs, and red flags to investigate before every board meeting.
Advisory Value
18+
Years of senior Finance Director experience
Experience
18+ yrs
Engagements delivered
100%
Client Impact
Results That Speak for Themselves
Every engagement delivers measurable, permanent outcomes. The numbers below are real — from live client projects. We don't deliver reports. We deliver capability your team owns forever.
Reporting time saved: Deferred Revenue Analysis from 80 man-hours to under 2 hours per month.
100%
Finance processes fully automated with zero manual intervention required.
100%
GL data accuracy achieved — previously running at 20%, now fully reliable and auditable.
40X
Team productivity gain on key processes. Same output in a fraction of the time.
Live
Receivable Aging: DSO, late payments, and collections by region — real-time in Power BI.
100%
Third-party reporting dependency eliminated. Retention analysis now live in-house, instantly.
Global Energy Client
World-leading oilfield services company · 120+ countries
83%
Balance Sheet close time reduced: from 3 days to 4 hours with automated multi-department workflows.
86%
Quarterly exposure report cycle reduced: from 2 weeks to 2 days with full audit trail.
85%
P&L month-end reporting pack preparation time saved across the finance team.
5X
Finance team productivity gain across all automated close and reporting processes.
Live
Global compensation analysis and executive KPI dashboards running 24/7.
100%
All processes delivered with full digital audit trail and compliance documentation.
Ben Taher
Founder & Principal Advisor, FinIntel Advisory
Finance & Automation Expert
18+
Years
About
Finance Leadership Meets Intelligent Automation
Ben Taher is a Financial Management Executive with 18+ years leading finance operations for global organisations, including serving as Global Product Line Finance Director at SLB (Schlumberger), overseeing a $4B revenue product line and 5,000 FTEs across operations in the US, Saudi Arabia, Malaysia, Egypt, and beyond. He led teams of up to 24 finance analysts and delivered over $100M in cost savings.
As founder of FinIntel Advisory, Ben combines this deep enterprise finance leadership with advanced automation expertise. Power BI, Power Apps, Power Automate, AI analytics, and SQL. helping CFOs and Finance Directors eliminate manual processes and build live intelligence systems that transform decision-making.
$4B
Revenue line managed at SLB
18+
Years finance leadership
24
Finance analysts led globally
4X
Team productivity via automation
MBA, Quantic School of Business
BSc Accounting & Finance, Hult
Microsoft Power BI Certified
Scrum Master Certified
PbS Award Winner, $100M Savings Project
Houston, TX · Global Clients
Client Voices
What Our Clients Say
Real outcomes, real feedback — from finance leaders who have lived the transformation.
"Before this engagement, our month-end close was 3 days of chaos. Now the Balance Sheet is ready in 4 hours and I don't touch a single spreadsheet. The team can finally focus on analysis instead of data collection."
VP Finance
Global Energy Company · 120+ Countries
"We were drowning in deferred revenue complexity across multiple entities. Ben's team built a fully automated reconciliation in Power BI that gives us live visibility and cut our analysis time by 97%. It's been a complete game-changer for our audit process."
Controller
Global SaaS Company · Enterprise Software
Ready to Transform Your Finance Function?
Join CFOs and Finance Directors who have eliminated manual processes, cut close cycles, and unlocked real-time intelligence.
No. We build entirely within your existing Microsoft 365 ecosystem — Power BI, Power Apps, Power Automate, and Excel. The only addition we may recommend is Power BI Fabric if you don't already have it. No new vendor relationships, no new subscriptions, no lock-in.
How long does a typical engagement take?
It depends on scope, but most engagements deliver live results within 4 to 12 weeks. We prioritise quick wins — you will see meaningful impact early in the project, not at the end of a 6-month implementation cycle.
Who will we be working with day to day?
You work directly with Ben Taher throughout the engagement. Not a project manager, not a junior analyst. Ben has 18+ years as Finance Director at Fortune 500 level and is personally involved in every delivery.
What happens after the project is complete?
Full handover is built into every engagement. We train your team, document every solution, and ensure complete independence. Everything we build belongs to you — no ongoing dependency on us unless you choose advisory support.
Can this work with our ERP system?
Yes. We have successfully connected to Dynamics GP, SAP, Oracle, and other major ERP platforms. Power Query and Power BI connect to virtually any data source — whether via direct connector, API, or structured export.
Is this only for large enterprises?
No. While we have delivered at Fortune 500 scale, our solutions are built to be right-sized for mid-market companies too. If your finance team is spending too much time on manual work and too little on decisions, this engagement is for you.
Get In Touch
Let's Transform Your Finance Function
Ready to eliminate manual reporting and give your executives real-time intelligence? Let's start with a conversation.
