Planificación Financiera
Potencia tu estrategia
We optimize your company's financial planning with our specialized data analytics service, providing you with a clear view of your financial statements, resources, and future scenarios to improve decision-making and keep you at the forefront of an ever-evolving market.
Solutions
- Centralized Data
- Financial Planning
- Close & Consolidation
- Automated Reporting
- Projections & Scenarios
Accelerate Processes with High-Quality Information to Support All Department Activities
- Unified and Integrated Data: Automate data preparation workflows to maintain a centralized repository.
- Information Quality: Implement automated validation processes that ensure audit traceability.
- Control: Guarantee the privacy of sensitive data from any source.
- Historical Data: Store historical records to develop more accurate predictive models.
- Real-Time Data Loading: Centralize financial statements with reliable information.
- Integration with Multiple Systems: Automatically consolidate data from any accounting source.
Enhance Financial Management with Data-Driven Strategies
- Corporate Budgeting Top-down, bottom-up, zero-based, and incremental models for flexible and accurate planning.
- Rolling forecasts: Dynamic projections for continuous planning, adapting to business changes.
- Driver-Based Planning Identification of key factors impacting financial performance.
Streamline and Automate Critical Processes for an Efficient Financial Close
- Accounting Close Management & Automation Reduce time spent on reconciliations, adjustments, and intercompany eliminations.
- Currency Conversion & Complex Accounting Rules: Automate the application of financial regulations and compliance requirements.
- Continuous Audit & Traceability Maintain full control over modifications, ensuring accuracy and regulatory compliance.
- Real-Time Financial Reporting Generate up-to-date, reliable reports for informed decision-making.
Expand Financial Data Visibility and Accessibility with Advanced Tools
- Automated Reporting & Dashboards: Generate customized reports without relying on manual spreadsheets.
- Automatic Distribution to Departments: Deliver segmented financial reports to each area based on their specific needs.
- Regulatory Compliance: Automate periodic report generation for regulatory agencies and headquarters.
- Intuitive Reports: Dynamic dashboards with interactive visualizations to simplify analysis and decision-making.
Make Decisions Today with Future Insights
- Multiple Scenarios Easily create future scenarios to assess impact and make informed decisions.
- Predictive Analytics & Machine Learning Optimize strategies with AI-driven planning and forecasting.
- Centralized Data
- Financial Planning
- Close & Consolidation
- Automated Reporting
- Projections & Scenarios
Accelerate Processes with High-Quality Information to Support All Department Activities
- Datos unificados e integrados: Automate data preparation workflows to maintain a centralized repository.
- Information Quality: Procesos automatizados de validación de la información que ofrece la trazabilidad de auditoría.
- Control: Guarantee the privacy of sensitive data from any source.
- Historical Data: Store historical records to develop more accurate predictive models.
- Real-Time Data Loading: Centralize financial statements with reliable information.
- Integration with Multiple Systems: Automatically consolidate data from any accounting source.
Enhance Financial Management with Data-Driven Strategies
- Corporate Budgeting Top-down, bottom-up, zero-based, and incremental models for flexible and accurate planning.
- Rolling forecasts: Dynamic projections for continuous planning, adapting to business changes.
- Driver-Based Planning Identification of key factors impacting financial performance.
Streamline and Automate Critical Processes for an Efficient Financial Close
- Accounting Close Management & Automation Reduce time spent on reconciliations, adjustments, and intercompany eliminations.
- Currency Conversion & Complex Accounting Rules: Automate the application of financial regulations and compliance requirements.
- Continuous Audit & Traceability Maintain full control over modifications, ensuring accuracy and regulatory compliance.
- Real-Time Financial Reporting Generate up-to-date, reliable reports for informed decision-making.
Amplia la visibilidad y accesibilidad de los datos financieros con herramientas avanzadas.
- Automated Reporting & Dashboards: Generate customized reports without relying on manual spreadsheets.
- Automatic Distribution to Departments: Deliver segmented financial reports to each area based on their specific needs.
- Regulatory Compliance: Automate periodic report generation for regulatory agencies and headquarters.
- Intuitive Reports: Dynamic dashboards with interactive visualizations to simplify analysis and decision-making.
Make Decisions Today with Future Insights
- Multiple Scenarios Easily create future scenarios to assess impact and make informed decisions.
- Predictive Analytics & Machine Learning Optimize strategies with AI-driven planning and forecasting.
Partners
Our Strategic FP&A Partners
We work with the market’s leading platforms to deliver solutions that combine agility, accuracy, and scalability in financial planning and analysis.
ORACLE EPM
planificaciÓn finaNciera
BENEFICIOS
La planificación financiera proporciona una perspectiva clara del estado económico de la empresa, permitiendo alinear las decisiones con los objetivos estratégicos. Esto facilita la identificación de oportunidades y la mitigación de riesgos, respaldando una toma de decisiones basada en datos concretos.
Al centralizar y automatizar los datos financieros, se mejora la calidad de la información y se agilizan procesos clave como la elaboración de presupuestos y proyecciones. Esto permite una asignación más eficiente de los recursos y una gestión operativa más efectiva.
Mediante proyecciones dinámicas y planificación basada en factores clave, las organizaciones pueden adaptarse rápidamente a cambios del mercado o internos, asegurando una continuidad operativa sólida.
Contar con un plan financiero estructurado disminuye la incertidumbre y el estrés asociado a las finanzas, proporcionando una mayor seguridad y estabilidad tanto para la empresa como para sus colaboradores.
La automatización de reportes y la trazabilidad de la información aseguran el cumplimiento de normativas contables y fiscales, promoviendo la transparencia y la confianza entre los stakeholders.
PLANIFICACIÓN FINANCIERA POTENCIADA CON IA
Integra Inteligencia Artificial en tus procesos de FP&A para automatizar tareas repetitivas, identificar tendencias, unificar datos dispersos y generar data-driven en tiempo real.
Innovation in FP&A with AI is now a reality!
Services
Consulting in FP&A
We build your financial analytics solutions.. From conception to implementation we drive and accelerate your projects.
Team Augmentation
Strengthen your team—we support you with our team of experts in financial data analyticsselecting the best talent for your organization.
DATA LITERACY
We transfer technical knowledge methodologies to foster the development and adoption of financial analytics in your organization.
transformamos tu área de fp&a a partir de los datos
The team that drives your Planificación Financiera
Business Analyst
Data Scientist
FP&A- Solution Expert
Financial Analytics Expert
Scrum master
Agile Team Facilitator
Product Owner
What is our clients' experience?
The willingness of the entire Rollup team stands out, the contributions and suggestions during the process prior to construction, during and at the end of the report, in addition to the knowledge in the data construction processes. The process received was quite important, since different processes had to be carried out with the project, especially with the different databases that had to be crossed and in the report construction process.
Juan Camilo Serna
Novartis
During the development of the different projects that we have managed, the experience and organization of Rollup Consulting is highlighted, as well as the management and knowledge of the tools part of the projects.
Laura Arenas Parada
Novartis
Rollup Consulting consultants automated our company's financial statement budget. During the project, they met the agreed commitments and tasks.
Milena Moreno Rodríguez
Lumni
Rollup Consulting services are provided by expert consultants, who apply the SCRUM methodology to software development processes. In our case, this was crucial to achieving successful IT projects, which are a strategic component of our company.
Andrea Olaya Leguizamón
Independence
The process we carried out with Rollup Consulting was successful. The proposed objective was achieved with the implementation of a data analytics solution. We managed to integrate different sources of information to generate reports in a timely manner to the financial superintendence. The operational risk in consolidation has been reduced.
Working with Rollup Consulting has been very interesting. The dynamic is different from other projects that have been carried out in the company. In Fact, the development processes were executed quickly and effectively.
Jeffrey Wagner
Bayport
I would recommend working with Rollup Consulting. This is because of the commitment of the consultants who led the project and their good understanding and teamwork. There was great advice and support throughout the development.
Jessica González
Bayport
Rollup Consulting consultants has always shown a high level of knowledge, quality and responsibility in the development of assigned projects.
Glorimar Pérez
Mapfre
PORTAL planificaciÓn finaNciera
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