
Solutions / Finance
Finance teams spend too much time reconciling data from operational systems before they can analyze it. Cash flow, revenue recognition, and variance analysis all depend on data that originates in project management, procurement, and field systems — not in the GL.
Intuidy connects the data layer so your team can focus on decisions, not data wrangling. Real-time financial visibility replaces the monthly reconciliation cycle, and automated workflows handle the repetitive tasks that slow your close.
Driving Outcomes
“We used to build the cash flow forecast in a spreadsheet every Friday. Now it updates itself from live project and AP/AR data. We just review it.”
Partner
Regional General Contractor — $120M annual revenue, 15+ active projects
Challenge
Cash position was always backward-looking. By the time the weekly spreadsheet was assembled, the numbers were already 3–5 days stale. Cash gaps appeared as surprises.
Solution
Intuidy aggregates contractual milestones, AP/AR data, and procurement commitments from ERP and project management systems into a rolling cash forecast — updated continuously.
Real-time cash position across entities, projects, and accounts — not what last week's report said.
Actual costs vs. budget by project, department, or GL code — updated as transactions post.
Percentage-of-completion, milestone-based, or time-based rev rec calculated from live project data.
Automated identification of material variances with drill-down to root cause.
Three-way match of PO, receipt, and invoice — exceptions routed for review automatically.
Checklist, accruals, and reconciliations triggered and tracked through the close cycle.
Expense reports validated against policy and routed for approval without manual review.
Management reports generated from live data on schedule — no manual compilation.
Cross-entity transactions posted and balanced automatically.
Every data movement logged and traceable from source system to financial statement.
Our forward-deployed engineers will connect your systems and prove value in 90 days. No slides, no theory — real data, real results.