How Finergreen went from Excel hell to fully automated executive reporting
The challenge
Financial planning and reporting at Finergreen were largely manual. Data was spread across multiple sources and heavy Excel files, which made monthly consolidations and reconciliations painful and left little time for analysis and decision-making.
The team wanted to:
- Replace time-consuming, manual Comex slide decks with dynamic, clear reports
- Bring in broader data sources and use built-in AI to automate recurring analyses
- Structure their data foundations to unlock its full potential
The solution
Onboarding was smooth and intuitive, nothing like the weeks-long implementations the team expected. In Maé's words, if you know how to use an LLM, you already know how to use Outline. The team explored, built and got started on its own.
Operational business reporting for the CEO, which used to take hours of manual consolidation and editing, is now fully automated, accurate and up to date. Revenue forecasts are now dynamic, powered by real-time data combined with AI-assisted assumptions.
Outline took us from Excel hell to clear, reliable, and automated financial management. It has become an essential tool for our finance team.
The results
- 100% confidence in the numbers presented to executive leadership
- Automated, live analyses generated in seconds
- AI acting as a continuous auditor that flags anomalies, inconsistencies and potential errors
- No more triple-checking everything before executive meetings
Outline felt more like adopting a new way of working than implementing a new software.
