Financial operations management
Centralize your financial services within a single system!
Financial operations management
Centralize your financial services within a single system!
Financial Operations Factsheet
Get our financial operations factsheet and learn more.
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Take your financial services to the next level!
Improve your operations by reducing your reliance on emails, manual activities, and an ever-growing number of systems and data. Running a Financial Operations Management solution on Efecte helps to improve your financial processes by providing improved reporting, categorization, and visibility into operations.
Democratizing Data for All Stakeholders
Allow internal or external stakeholders to view needed information using static role permissions and traceable temporary access.
Budgeting, Accounting, and Charging
Centralize records, automatically calculate KPIs, and gain insight into costs, revenue generated, and your overall performance in real-time.
Review financial data with our visual analyzer tool.

Manage all of your budgets from one location.
Invoice Monitoring and Management
Manage service requests by integrating your invoicing system. Create dedicated service requests surrounding payment and invoice requests.
Monitor your financial operations data with dashboards.
Why Should You Choose Efecte?
Unified Real-Time Reporting and Auditing
Create unified views, graphs, dashboards, and Kanban boards that will automatically filter the information based on the user's department, team, roles, or subordinates.
Simplified and Touchless Service Delivery
Use our self-service portal, workflow automation engine, and automated emails to handle requests without a single interaction from anyone within your financial department.
Streamlined Payments, Purchasing, and Request Processing
Provide employees with a flexible, user-friendly self-service portal to reduce emails, phone calls, and collect the needed information.
Get in touch and learn more
Interested in having a demo or learning how Efecte can help? Send us a message, and we will have one of our experts get back to you.