Financial intelligence & automation

See the cash squeeze before it arrives.

Finvelta helps UK agencies, consultancies and other invoice-based businesses see where cash is going, decide which invoices to chase and spend less time assembling reports.

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Financial Command Centre Fictional data
Financial Command Centre showing bank cash, receivables and the forecast minimum for the fictional agency
Reconciled sample workspace · GBP · 7 November 2026

01 / Solutions

Make the weekly finance review easier to run.

Cash Flow & Collections Intelligence starts with one reconciled view of cash, expected receipts and the decisions that need an owner.

Automated financial reporting
Refresh agreed reports from validated exports so the team spends less time assembling the same figures.
13-week cash flow forecasting
See which weeks may run short using opening cash, expected receipts and planned outgoings.
Invoice monitoring and collections
Prioritise overdue balances, check disputes and prepare follow-up drafts for human review.
Financial early warnings
Review cash thresholds, ageing movements and customer concentration before deciding what to investigate.
Management reporting
Share the figures, assumptions and evidence behind the next management decisions in one pack.
Financial scenario analysis
Compare how a late receipt or higher overheads would change the timing of a cash shortfall.
Customer and project profitability
Review recorded contribution by customer or project where direct-cost coverage supports the comparison.

02 / How it works

Start with the decision that keeps getting delayed.

We agree the outcome with the finance owner and build the workflow around the data, controls and review steps they need.

  1. Diagnose

    Find the bottleneck, such as chasing payments without knowing which receipts matter most.

  2. Decompose

    Agree the decision, inputs, independent controls and named reviewers.

  3. Build

    Map the exports and test reconciliation, forecasting and exceptions.

  4. Deploy

    Set up the agreed review workflow after access and data handling are approved.

  5. Evaluate

    Track time to a reconciled pack, passed controls and decisions recorded.

  6. Standardise

    Document the checks, roles and handoffs so the team can repeat the review.

03 / Product showcase

From ledger evidence to a management decision.

These are actual platform captures using fictional financial records. Select a screenshot to view it at full size.

Full-size Financial Command Centre screenshot with cash, receivables and October performance

Financial Command Centre

View reconciled bank cash and outstanding invoices alongside period performance.

Full-size 13-week Cash Forecast screenshot

Cash Forecast

See when expected receipts and planned payments could take cash below a review threshold.

Full-size overdue invoice monitoring screenshot

Overdue Invoice Monitoring

Review ageing and outstanding balances before deciding which invoices to follow up.

Full-size Financial Action Centre screenshot

Financial Action Centre

Open a warning, inspect the evidence and record its review status.

Full-size Cash Flow Scenario Simulator screenshot

Cash Flow Scenario Simulator

Test changes to receipt timing and costs alongside the baseline forecast.

Automated Management Reports

The fictional decision pack includes a cash outlook, collections exposure and actions linked to evidence.

Download sample report PDF

04 / Fictional case study

Which receipts should Northstar Studio confirm first?

Northstar Studio is a fictional UK digital agency. On 7 November 2026 its simulated accounting export reconciled to £11,593 in bank cash. Of its £51,231 in open receivables, £31,222 was overdue.

Delaying Alder Coast receipts by 30 days and raising planned recurring overheads by 10% moves the first negative weekly close from 30 January 2027 to 28 November 2026.

Proposed action

Check Alder Coast’s expected payment dates and disputes first. Use the management pack and separate scenario comparison to decide when to discuss supplier payment timing.

View the fictional decision pack

13-week forecast comparison

Base forecast minimum
−£20,452
Downside forecast minimum
−£27,337

Both are projected weekly closes. The downside is a hypothetical planning case using fictional data.

05 / About Finvelta

A finance review your team can repeat.

Finvelta helps growing service businesses get actionable financial information and automate repetitive work without building their own reporting infrastructure.

Reconciliation, forecasts and alerts use defined rules and checked inputs. AI can support summary writing where appropriate. The demonstration runs without a language model, and people review collection drafts before any follow-up.

Download the Finvelta service brief (PDF)

06 / Contact

Bring one finance decision to the conversation.

Prepare a product demonstration, financial reporting consultation or pilot enquiry. Tell us which export you use, who checks the numbers and what decision you want to make sooner.

Prepare an enquiry offline

Download enquiry checklist Email Finvelta