Case Study · Financial Services
Fortune 50 Financial Services Firm
How a global financial services leader eliminated spreadsheet-driven reporting across multiple business units with governed automation.
40+
hours saved per user/month
Multiple
business units consolidated
Oracle EBS
ERP environment
The Challenge
This Fortune 50 financial services organization operates across dozens of business units, each with its own reporting requirements, chart of accounts variations, and operational metrics. The corporate finance team was responsible for producing consolidated financial reports that satisfied both internal leadership and external regulatory requirements.
The existing process relied heavily on Excel. Each business unit produced its own reports using exported data from Oracle E-Business Suite, and the corporate team spent days each month consolidating, reconciling, and reformatting these outputs into a unified view.
The problems were predictable but persistent: version control issues across dozens of spreadsheets, formula errors that went undetected until audit, inconsistent definitions across business units, and a month-end process that consumed the entire team for the better part of two weeks.
Leadership needed numbers faster and more reliably. The finance team needed to stop being data custodians and start being strategic advisors.
The Solution
The organization deployed Cetova's full reporting suite — C-QRY for transactional inquiry, C-FAR for governed financial reporting, and C-EXECVIEW for executive dashboards.
The implementation focused on three priorities:
- Standardized definitions across business units — creating a single governed layer that applied consistent rollups, hierarchies, and mappings regardless of which business unit the data came from.
- Automated consolidation and distribution — replacing the manual spreadsheet assembly process with scheduled reports that produced consolidated outputs automatically.
- Self-service with guardrails — giving business unit finance teams the ability to explore their own data through C-QRY while maintaining corporate governance standards.
The Results
40+ hours saved per user per month
Automated reporting eliminated the manual consolidation, formatting, and reconciliation work that consumed the majority of each close cycle.
Consistent numbers across the organization
A single governed data layer means every report — regardless of business unit — uses the same definitions, rollups, and calculations.
Executive visibility on demand
C-EXECVIEW dashboards give leadership real-time access to KPIs and performance metrics without waiting for monthly report packages.
Audit-ready outputs
Full drill-through from summary to transaction detail means auditors can trace any number back to its source without manual reconstruction.
"All you need to do is put what you want, where you want — and Cetova automates everything else."
See how Cetova can work for your team
Whether you manage one entity or dozens, Cetova scales to meet your reporting needs.