Case Study: Finance Function Transformation
Transforming a Claiming Client’s Finance Team
Finity overhauled the client’s unscalable, manual finance function, transforming it into a streamlined team that delivered real time business insights that directly underpinned a successful exit.
Business Overview
Cloud-based platform that streamlines special services documentation and Medicaid claiming for K–12 schools.
Automates data entry with state government claiming integrations and offers real-time analytics for visibility in over 800 districts and +300 schools.
Client Challenge
- Ineffective Financial Statements
- Completely Manual
- Deliverables took months
- No financial forecasting or planning
- Non-compliant processes
Finity Solution
- Insightful financial analysis
- Automated processes
- Real time reporting
- Fully functional FP&A Team
- Audit prepared processes