Case Study: TriFinance streamlines financial planning and reporting with Board

TriFinance automates 70% of FP&A processes with Board

TriFinance, an international finance consultancy with around 800 employees, faced challenges with fragmented and manual Excel processes for budgeting, forecasting, and consolidation. As the company grew, these spreadsheet-based methods became inefficient and error-prone, hindering scalability, data accuracy, and the finance team's ability to provide strategic support.

By implementing the Board platform for financial planning, analysis, and consolidation, TriFinance unified its core processes. This solution from Board automated 70% of FP&A tasks, reduced errors by 20%, and increased the time available for analysis by over 80%. The finance team gained greater transparency and could focus on driver-based planning and strategic insights, all within a single integrated system.

Trifinance