Challenges
Why data matters
Faster closes, more reliable forecasts, indicators shared with operations: the finance department is one of the first to benefit from well-organised data.
What data brings
What data changes
Reporting and closing
Automated collection and reconciliation of accounting sources, fewer manual spreadsheet adjustments.
Performance management
Profitability dashboards by business line, customer or product, shared with operational departments.
Forecasting and budgeting
Revenue and cash forecasting models, scenario simulation.
Control and quality
Automatic detection of anomalies and variances, traceability of figures presented to the executive committee.
Regulatory reporting
Reliable data for regulatory and non-financial reporting.
Generative AI
First generative AI use cases
- Assisted writing of management commentary and summaries
- Querying financial data in natural language
- Contract and invoice analysis
Method
The Visian approach
- Framing with the department concerned: decisions to inform, indicators, priorities.
- Data : source inventory, quality measurement, corrections at source.
- Tool : dashboard, model or AI assistant delivered in short iterations.
- Adoption : team training, usage tracking, skills transfer.
References
Visian achievements
- BNP Paribas: group reporting migration to Power BI and financial report for the executive committee
- PwC: bringing accounting sources into a unified Power BI dashboard
- AXA: data assessment and roadmap for the finance department