Reporting & Operations for Financial Services | Abaci

Financial Services

Providing regulated financial services teams with the accurate data, consistent controls and clear oversight their business demands.



A governed hub for accurate, controlled delivery.

Abaci brings the systems, processes and information your teams rely on into one governed operational environment - supporting the day-to-day work, controls, decisions and reporting required.

Built for regulated financial services businesses that need to improve how work is delivered without compromising governance or control.

What financial services teams gain with Abaci.

Control without slowing delivery

Governance is built into the framework, helping teams meet control, approval and audit requirements without adding another layer of manual administration.

Confidence in the information

Clients, managers and auditors can work from consistent, traceable information without repeated reconciliation across systems and spreadsheets.

Capacity to grow

Processes, controls and reporting can scale across more clients, services and entities without operational effort growing at the same rate.

A platform that keeps evolving

Configure, extend and build on the platform as your operating model, technology and requirements evolve.

Works with what you already have

Existing systems, data and services can operate as part of the platform - preserving what works without a big bang replacement.

Built around your operation

Processes, workflows and experiences can adapt to different clients, services and operating models without forcing teams into a rigid software structure.

Governed from data to reporting

Financial, operational and client data stop living in separate places. Valuations, board packs and regulatory returns derive from one governed set of numbers and every figure can be traced back.

  • Faster month-end close and valuation cycles
  • Consistent investor, board and management reporting
  • Traceable regulatory returns and audit evidence
View sector
Run · Valuation and reporting cycle

Workflow

Live
Collection
Source data collected from connected systems
Reconciliation
Balances and positions reconciled
Valuation
Valuations under review and approval
Reporting
Reporting and evidence ready to publish

Technology that fits financial operations.

Abaci connects financial operations with the systems, controls and reporting workflows your organisation already relies on.

abaci Intelligence

abaci Intelligence | Your data in one placeBring your data together from any source into one trusted place.

ERP
Spreadsheets
Files
Databases
Emails
Abaci

Working with Abaci.

01

Start with what you have

We work with your existing systems, processes and technology to understand how the operation works today and where change will have the greatest impact.

02

Connect your operations

Progressively bring your workflows, applications, controls, reporting and data into one governed environment.

03

Operate with confidence

Teams gain better visibility, stronger control and more reliable delivery, with a platform that can continue evolving with the organisation.

Let's build a safer, more connected finance operation.

See how Abaci can help you run critical processes with trusted information, consistent controls and clear oversight.

Book a Consultation