Manage your financial projects with Coyaba
As the person responsible for the company’s financial equilibrium, are you often required to manage sensitive operations with major challenges? Whether it is to facilitate your day-to-day missions or manage complex projects, Coyaba helps your financial team boost efficiency, reduce risks, optimize performance and safeguard the company’s financial strength.
TOOLBOX
Discover Coyaba’s features for your finance department
Here are a few examples of Coyaba’s features for your Finance team:
One of Coyaba’s major strengths is providing a genuine “all-in-one” workspace! With the Connectors feature, you can import and centralize all your data from your existing systems and tools, whether they are well known or in-house (Jira, Monday, Excel, CSV files, QuickBooks, Sage, billing, accounting, and cash management software, etc.). This will save you valuable time, synchronize your processes and greatly facilitate the company’s day-to-day financial management.
Coyaba’s Decisions feature enables you to facilitate, speed up and standardize team decision-making. By creating a structured decision-making funnel with different stakeholders (administrative and financial director, managing directors, investors, shareholders, etc.), you give each stakeholder a sense of responsibility for the decisions they need to make. This automated decision-making tool also saves you precious time, eliminate endless back-and-forth as well as unproductive meetings.
With To-Do-Lists, organize, prioritize and assign tasks to your colleagues and other stakeholders. With a single click, you can monitor the project’s progress in the format of your choice (Kanban board, Gantt chart, calendar, etc.). This highly customizable feature helps you optimize your financial processes, reduce the risk of errors, boost your teams’ productivity, and translate major business objectives into concrete actions.
USE CASES
Regardless of your financial objectives, Coyaba helps you reach them
Here are a few examples of how to use Coyaba for your finance department:
Financial project management
Our Coyaba project management tool facilitates the day-to-day management of routine and cyclical tasks specific to finance: management of the accounting, administrative and financial teams; accounting management; financing plan development; financial policy implementation; cash management; third-party negotiation management; financial report creation (balance sheets, income statements, cash flow, etc.); investor relationship management; tax and financial declarations; reporting, etc. Consequently, Coyaba helps you automate the management of low value-added tasks, speed up decision-making and supervise your teams with the utmost efficiency.
IT system convergence
During certain specific operations (mergers, buyouts, subsidiary acquisitions, etc.), it is often essential to converge financial IT systems from several organizations towards one IT system. To do this, efficient project management software is essential. Our Coyaba collaborative work tool helps you manage this sensitive operation each step of the way (data migration, due diligence, maintenance, security, regulatory compliance, etc.). Thanks to the various functionalities available, you can assign tasks to each stakeholder, streamline decision-making between the various entities, anticipate risks and ensure the smooth execution of this operation with flexibility and agility.
Financial strategy development and monitoring
Do you need to develop a financial strategy in preparation for creating a new business, launching a product or changing your market positioning? Coyaba can help you each step of the way: cash flow forecasting, search for financing, fund-raising, negotiation, etc. Clarify your financial objectives and develop your action plan with To-Do Lists; monitor progress with Achievements; and monitor the impact of your financial strategy with the At a Glance feature and personalized key performance indicators. Coyaba helps you create a sharp and comprehensive financial strategy and track its progress over the short, medium and long term.
ABOUT US
Why Coyaba?
