Fintech Company Transforms Forecasting from Months to Minutes

A London-based fintech with approximately 50 employees specialises in multi-currency treasury solutions for industries such as yachting, private aviation, and media production. Their data was spread across Salesforce, their platform database (SQL), Jira, their accounting platform, and Segment for usage tracking. They needed centralised reporting for Finance, Marketing, Sales, and Investors, plus the ability for non-technical team members to perform ad-hoc analysis.

Annual forecasts were done in Excel, taking months of the CFO, CEO, and other team members' time each year. As a seasonal business, simple regression-based forecasting wasn't suitable. Access to data was siloed: employees had to go through senior staff to get insights, creating bottlenecks. Technical staff were under constant strain, unable to address back-office analytics needs. Sharing metrics with clients and suppliers required large amounts of manual Excel work.

IVP.ai implemented a centralised data warehouse combining all data sources using native and bespoke API connectors. This enabled the client to see relationships they couldn't before, like platform usage vs transaction revenue, and easily compare business units (UK, EU, USA) that previously required extensive manual work. We created recurring reports for all business functions, giving stakeholders daily access to key KPIs. Non-technical staff gained access to chat-based analysis and templated reports. Shared workspaces eliminated data silos, and advanced ML forecasting enabled granular, seasonality-aware predictions.

The client now produces advanced forecasts for different purposes in minutes instead of months. They can continuously track performance, quickly adapt to factors like weather or large events, and determine where interventions are needed. All staff can access and analyse data whenever needed. The solution consolidated what would have required 5 different software tools into one platform, saving over £120,000 and 6+ months compared to building in-house. Client and supplier reporting that previously required extensive manual work is now generated and shared instantly.