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Intuidy for Finance

Close faster. See further. Decide better.

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

How Intuidy delivers for finance

↳
“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.

Financial Visibility

💵

Cash Flow Visibility

Real-time cash position across entities, projects, and accounts — not what last week's report said.

📊

Cost-to-Budget Tracking

Actual costs vs. budget by project, department, or GL code — updated as transactions post.

📈

Revenue Recognition

Percentage-of-completion, milestone-based, or time-based rev rec calculated from live project data.

🔍

Variance Analysis

Automated identification of material variances with drill-down to root cause.

Financial Automation

📋

Invoice Matching

Three-way match of PO, receipt, and invoice — exceptions routed for review automatically.

📅

Period Close Tasks

Checklist, accruals, and reconciliations triggered and tracked through the close cycle.

💳

Expense Routing

Expense reports validated against policy and routed for approval without manual review.

📄

Financial Reporting

Management reports generated from live data on schedule — no manual compilation.

🔗

Intercompany Entries

Cross-entity transactions posted and balanced automatically.

🔒

Audit Trail

Every data movement logged and traceable from source system to financial statement.

Industries We Serve

Builders & InfrastructureEnergy & ResourcesHealthcareFinancial ServicesDefense & Intelligence

Get in Touch

Our forward-deployed engineers will connect your systems and prove value in 90 days. No slides, no theory — real data, real results.

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