A CURATED
PARTNER
ECOSYSTEM
We collaborate with a selective network of technology
and advisory partners.
Partnering broadly but
strategically means we are never reliant on a single
vendor or one-size-fits-all stacks.
This gives us the freedom to design the right
ecosystem for your needs, bringing each partner in
only when it adds measurable value.
HOW WE
CREATE
VALUE
TOGETHER?
Technology works only when it works as a system.
The challenge is planning, reporting, data and insight often live in separate places.
We remove the complexity, duplication and manual effort through connected ecosystems.
Each partner plays a specific role, and we focus on how information flows between them, from data capture, to planning, to decision-making, to control and assurance.
For our clients, that means:
- Planning that feeds directly into reporting and consolidation
- One trusted view across finance and operations
- Scenarios grounded in real-world conditions
- Governance and controls built in from the start
The result is simpler decisions, greater confidence in the numbers and technology that supports your teams instead of slowing them down.
For an example of this in practice, click the button below to see how we combine the power of Board and Tagetik to empower finance teams:
CONNECTED
PLANNING
IN PRACTICE
Connected planning isn’t about forcing everything into a single platform.
It’s about ensuring every stage of the planning cycle feeds the next without friction, rebuilding or loss of trust.
In practice, this is how our ecosystem comes together:
- Data foundations and integration ensure financial, operational and external data is reliable, aligned and accessible.
- Planning, forecasting and scenario modelling turn that data into forward-looking insight.
- Reporting, consolidation and regulatory control turn plans into trusted outcomes the business can stand behind.
- Assurance, governance and advisory oversight ensure change is safe, compliant and sustainable.
Propriety sits across this entire flow, designing the architecture, integrating the components and ensuring they behave as a single decision-making system.
For finance teams, this means planning once, using the same data everywhere and presenting results with confidence.
DATA
PLAN
FORECAST
SCENARIO
REPORT
ASSURE
Data Engineering, Integration and Foundations
Planning, Forecasting and Modelling
Consolidation, Statutory and Regulatory Reporting
Quality, Testing, Risk and Governance
Designing, integrating and owning the system end-to-end
OUR
PARTNERS
BOARD
A unified Enterprise Planning Platform that combines budgeting, forecasting, analytics and reporting. With powerful AI and simulation capabilities, Board enables real-time decision-making at enterprise scale. Board sits at the heart of planning and forecasting, enabling finance and operations to model, simulate and decide using the same trusted data.
CCH TAGETIK
CCH Tagetik is the award-winning provider of leading-edge financial planning, world-class consolidation and trusted regulatory solutions. The CCH Tagetik Intelligent Platform uses a powerful combination of agentic AI, machine learning and predictive analytics to empower finance teams to lead with intelligence, plan with confidence and anticipate what’s next. Tagetik anchors control, consolidation and regulatory confidence, ensuring plans translate cleanly into reported results.
DATARAILS
An AI-driven Financial Planning & Analysis platform built for Excel users, automating consolidation, reporting, forecasting and scenario modelling so finance teams can stay in their familiar spreadsheet environment. Datarails supports teams earlier in their journey, bringing structure and automation to Excel-led planning environments.
ATTEST GROUP
A UK-based advisory firm specialising in enterprise technology and data infrastructure to help clients initiate, align or enhance data-driven insights and unlock the full value of their data assets.
SAFEBERRY
A Serbia-based software engineering and BI consulting company specialising in custom web and mobile apps, cloud solutions (AWS/Azure/GCP) and advanced data analytics, empowering businesses through tailored digital transformation services.
ACTUS VERTO
A boutique management advisory firm with offices in London and Sydney that supports C-suite and private equity clients. They focus on ESG/impact strategy, scenario planning, strategic foresight and venture capital advisory, helping businesses shape sustainable, future-ready growth. Actus Verto complements planning with strategic foresight, ESG and scenario thinking at board and investor level.
