Finance Transformation

Successful finance transformations involve more than technology upgrades. They need vision and strategy and must be focused on creating value, staying aligned with the wider business, and unlocking the full potential of the right technology.
Finance teams expect change and must be agile and flexible enough to deal with both internal and external challenges quickly. Whether it is regulatory change, a need for better data accuracy, process improvements or a shift to data-driven decision-making, all impact the finance function. And, like a balanced pair of scales, the slightest shift from just one element can have knock-on consequences.

Our team of experts have a deep understanding of how technology, strategy, process and people come together to deliver finance transformations. They concentrate on optimising processes, leveraging cutting-edge technology and enhancing the efficiency and accuracy of financial data. They help finance departments transition from a traditional record-to-report function to predictive analytics, to add value, enable proactive decision-making, scenario planning, and better alignment with strategic goals.

"Finance without strategy is just numbers, and strategy without finance is just dreaming"

Emmanuel Faber • Former CEO, Danone

Helixr and Esker are pleased to announce their strategic partnership

We reinvent finance to optimise processes, systems and strategies. We look at operations with fresh eyes to deliver lasting improvements

Corporate Performance Management

We align strategy, planning, data and execution to improve performance and achieve better results

Finance Operations

Getting the best out of technology to drive efficiency, innovation and improved decision-making

Compliance & Localisation

We use our technology expertise to tackle localisation challenges and simplify regulatory complexities for smoother cross-border operations

Intercompany & Transfer Pricing

We help large corporations simplify complex supply chain finance with support for intercompany processes, transfer pricing, and trade compliance

Tax Transformation

Unlocking the potential of technology to improve compliance, automation, data analytics and forecasting.

How we help

We listen, question, advise, plan. We remove problems. Solve what is getting in the way. We cut through and see clearly what needs to be done. We understand your business and partner with you to deliver positive, timely, cost effective and strategic outcomes.

Discover

First we focus on overall objectives. We need to gain a deep understanding of the business, identify what needs to change and ensure that stakeholders are aligned with the objectives and the direction of transformation.

Roadmap development

In partnership we collaborate closely with a business to create a structured plan. The plan details the steps, milestones and objectives for each goal identified in the discovery phase. It outlines clearly how we will lead delivery from now to the end of the project including the actions, timelines and resources required.

“An inclusive, collaborative approach delivers solutions to the highest standards.”

Phani Sabnivisu

Founder & Executive Director

Implementation support

We manage and guide the delivery of the project from start to finish to deliver a successful outcome. The end-goal is to ensure that the solution is deployed effectively, operates as intended and achieves the desired outcomes.

Continuous improvement

We stay with you to monitor the solution and ensure that your internal teams are fully trained. Our goal is to leave you empowered and independent and we have no desire to over-stay our welcome. We are always mindful of what else can be done and will advise on future improvements.

We have successfully designed and delivered finance and tax solutions across the globe

From manual to modern – transforming accounts payable for a global CDMO

Income tax depreciation solution in India

We deliver tangible results

Working with large organisations across the globe, our specialist finance team has delivered transformations in some of the most challenging and complex countries. Whether it’s ERP implementations, process efficiencies, future-proofing, legal fiscal, compliance or intricate tax reforms we can help.
100k+

Transactions automated

75%

Reduction in manual tasks

1750+

Compliance reporting requirements met

40%

Reduction in reporting errors

Who we help
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Our finance solutions help clients in highly-regulated industries achieve their goals
With a background in Life sciences, we understand the intricacies of this sector. Our many years of experience means we can quickly focus on what’s needed.

We have delivered measurable outcomes across many key areas including product profitability, central stock ownership and supply chain finance. We ensure systems match regulatory requirements and are dynamic enough to deal with changes in legal, fiscal and compliance demands.
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Our finance solutions help clients in dynamic, high-volume industries meet sector-specific challenges
We work with a number of consumer clients across manufacturing, supply chain, mergers and acquisitions and new market expansions.

With specialist, high-turnover requirements, we help finance teams introduce new sales channels and implement efficient net revenue management models through financial analytics, using the latest technologies.
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Our finance solutions help streamline financial operations and manage complex joint venture contracts
The energy sector, heavily regulated, faces unique cross-border financial challenges across upstream, midstream, and downstream operations.

Our proficiency in joint venture and production sharing accounting helps upstream oil and gas companies improve financial operations and create value across their business.
Our finance solutions help clients in highly-regulated industries achieve their goals
With a background in Life sciences, we understand the intricacies of this sector. Our team’s many years of experience means we can quickly focus on what’s needed.

We have designed and delivered effective finance solutions across many key areas including product profitability and the integration of supply chain finance with inter-company processes. We ensure systems match regulatory requirements and are dynamic enough to deal with changes in legal, fiscal and compliance demands.
Our finance solutions help clients in highly-regulated industries achieve their goals
We work with a number of consumer clients across manufacturing, supply chain, mergers and acquisitions and new market expansions.

With specialist, high-turnover requirements, we help finance teams introduce new sales channels and implement efficient net revenue management models through financial analytics, using the latest technologies.
Our finance solutions help clients in highly-regulated industries achieve their goals
The energy sector, heavily regulated, faces unique cross-border financial challenges across upstream, midstream, and downstream operations.

Our proficiency in joint venture and production sharing accounting helps upstream oil and gas companies improve financial operations and create value across their business.

Our strategic partnerships

Unlock Strategic Value with Esker’s Cloud Platform

Esker’s global cloud platform helps finance and customer service teams automate the cash conversion cycle, improving collaboration and driving value across the source-to-pay (S2P) and order-to-cash (O2C) processes.

World leading software for the management of business processes

SAP ecosystem is a chain of partners and software vendors who contribute to innovation and effectiveness of SAP platform. We are currently a silver partner and look forward to building and strengthening our relationship with SAP.

Simplifying tax compliance with ONESOURCE®

Thomson Reuters ONESOURCE® Indirect Tax is an all-in-one solution for automating sales, use, and value-added taxes. It integrates easily with ERP systems and e-commerce platforms, helping to simplify tax compliance and adapt to changing tax rules.

Making tax determination faster, easier, and more accurate

Avalara’s AvaTax cloud-based software provides up-to-date sales and use tax calculations directly to your shopping cart or invoicing system during checkout, factoring in tax rates for each state, county, and city, as well as laws, rules, and jurisdiction boundaries.

Leader in corporate performance management

OneStream offers a single platform that streamlines financial consolidation, planning, reporting, analytics, and data quality. It removes the risks and complexities of integrating, validating, and reconciling data across different products, applications or modules.

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From manual to modern - transforming accounts payable for a global CDMO
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How our financial consolidation solution enabled real-time performance management insights
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Navigating the Brazilian SPED system with Thomson Reuters ONESOURCE
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Hungarian real time invoice reporting
Meet our experts

Phani Sabnivisu

Founder & Executive Director

Wood Muk

Solution Architect

Anand Bhinde

Solution Architect

Ready to talk?
Let’s have a conversation. Contact us to find out more about what we can do for you

Phani Sabnivisu

Founder & Executive Director

Phani loves a new challenge. The intricate world of finance and tax functions have provided him with plenty of them over the last 25+ years. He has worked on projects in Europe and the US, and the APAC and LATAM regions, including in the most tax-complex countries like Brazil and Argentina.

Working with ERP systems, external tax engines and process automation technologies, Phani has guided many multinationals across a variety of industries to optimise their operations. His calm, dedicated and friendly manner has lead organisations through best practice, data modeling and defining the right technology for their business. 

Wood Muk

Solution Architect

Wood has over 24 years IT experience including 21 years of expertise in SAP. Recognised for his hands-on functional and technical proficiency he is a key member of our finance transformation team. He has delivered highly complex solutions covering consolidation and automation and has driven projects globally, including in the UK and Europe.

A team-player both inside and outside work, Wood loves playing football in his spare time and when he’s not playing or supporting, he spends his time relaxing with family and friends.

Anand Bhinde

Solution Architect

Anand enjoys solving complex business problems with the help of technology. Over the last 22 years, he has been instrumental in delivering solutions to customers across various industries in life sciences, the public sector, retail and consumer goods across Europe, US & APAC.

Anand has a deep understanding of SAP modules, platforms, landscapes and best practices that enable him to effectively create and modify solutions that drive business results. He enjoys working with different business teams and senior stakeholders across organisations, using effective communication to build customer confidence and the trust required to deliver successful projects.