Financial Close and Corporate Performance Management
Close faster. Report smarter. Scale confidently.
As your business evolves, so do the demands on your finance team. Manual, spreadsheet-driven consolidation and planning can quickly become unsustainable—slowing your close, increasing risk, and limiting visibility.
At Advisory, we help you modernise your record-to-report process with practical, hands-on support. Whether you’re migrating to a new system or optimising an existing one, we streamline financial operations, automate routine tasks, and strengthen internal controls.
Our corporate performance management (CPM) services span system selection, implementation, and post-go-live optimisation—empowering you to close faster, report more accurately, and scale with confidence.
At Advisory, we provide hands-on support to guide you through the adoption process from end to end. We assess the impact across your organisation, align stakeholders, and design practical solutions that work with your existing systems and workflows. Our approach goes beyond recommendations—we act as an extension of your team to ensure implementation is tailored, compliant, and sustainable.
We are proudly accredited with
Association of International Certified Professional Accountants
The Chartered Institute of Management Accountants®
Institute of Chartered Accountants in England and Wales
The South African Institute of Chartered Accountants
Financial Close and Corporate Performance Management That Works For You
REAL EXPERTISE
ERP expertise rooted in real operational insight.
Our ERP consultants bring deep cross-functional experience across finance, operations, and systems. Whether you're selecting, implementing, or optimising an ERP, we guide you with real-world knowledge to avoid pitfalls and drive long-term value.
TAILORED TO YOUR BUSINESS
ERP that fits your workflows—not forces you to change them.
We design ERP solutions that align with your unique processes, systems, and goals—ensuring the platform supports how your business actually works, not just how the software says it should.
PROACTIVE & HELPFUL
Hands-on support from discovery to go-live
We don't just advise—we partner with your team through every phase. From data migration to workflow design and user training, we help you implement systems that work and evolve with you.
END-TO-END COVERAGE
From system selection to optimisation—we cover the full ERP lifecycle.
We support you at every step: needs assessment, vendor selection, implementation, integration, and continuous improvement—delivering ERP systems that scale with your business.
Why You Financial Close and Corporate Performance Management Support
- Slow or inconsistent month-end close
- Limited visibility into financial performance
- Manual, spreadsheet-heavy consolidation and planning
- Inefficient reporting and lack of automation
- Preparing to implement or optimise a CPM system
- Underutilised or misaligned planning/reporting tools
- Gaps in internal expertise or bandwidth
How this service works
1. We start with your business—and your planning needs
We begin with a discovery session to understand your financial processes, reporting challenges, and strategic goals—so we can tailor CPM support to drive better performance and planning outcomes.
2. We deliver planning and reporting solutions that fit
Whether you're selecting a new CPM tool or optimising an existing platform, we design frameworks that align with your team, data structure, and decision-making needs—without unnecessary complexity.
3. We streamline, automate, and accelerate performance
From data modelling to forecast automation, we simplify your financial close, planning, and reporting processes—freeing up your team to focus on strategy, not spreadsheets.
4. You get insight that drives action
We don’t just implement tools—we help you use them to gain real visibility, improve agility, and make smarter, faster business decisions.
We partner with the world’s best cloud accounting software
Support Beyond This Service
Every business is different — and your needs don’t always fit neatly into one box. Here are other services our clients often rely on to round out their support and keep things running smoothly.
Fractional CFO Services
Technology Enablement
Audit Readiness
Let’s explore your business’s next steps together.
Please complete and submit the form and we will get back to you.