Finance Operations Digitization
Real-Time
Finance
Visibility achieved
6 mo
Duration
Full digitization
Mobile
Access
For field teams
What We Were Asked to Solve
An Indian financial services company was managing all finance operations in Excel — AR tracking, TDS management, invoice submission, approvals, and partial HR. There was no real-time visibility into financial data and field teams had no mobile access to operational systems.
How We Delivered It
We migrated all Excel-based finance operations into Creatio. AR tracking was digitized with automated aging reports. TDS management was built with compliance workflows. Invoice submission and approval chains were automated. Partial HR functionality was added for employee management. Mobile access was enabled for field teams.
Modules & Capabilities Delivered
Results & Impact
Centralized finance operations with real-time data visibility
Mobile access enabled field teams to stay connected
Automated AR aging reports replaced manual Excel tracking
TDS compliance workflows reduced manual errors
Delivery Team
1 Solution Architect, 1 CRM Consultant
Duration
6 months
Platform
Creatio
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