Management Accounts
Agile Financial Reporting
One Single Version of the Truth
Group Finance teams face increasing pressure for month end reporting to be delivered in shorter and shorter timescales. Financial numbers must be reliable and survive more thorough scrutiny from increasingly aggressive regulators and stakeholders. Board packs are becoming the size of small novels with Risk, KPI and other data being collated from spreadsheets and diverse systems. The need for a shorter time to close is exacerbated by increasing workload and the need to demonstrate thoroughness and proof of process in how numbers were derived.

Cloud CFO Management Accounts
Cloud CFO Management Accounts is a cloud based solution with a familiar Excel interface for group consolidation that sits on top of your existing accounting systems. Both flexible and configurable, Cloud CFO Management Accounts can be used for any number of hierarchies to produce familiar Primary Financial Statements to suit your reporting needs. A fast implementation and minimal learning curve allows you to produce reliable numbers quickly without changing any existing accounting or ERP systems.
Cloud Forecaster
Cloud Forecaster links actuals with rules and drivers to forecast for any period, ensuring an unbroken chain from your management accounts.
Learn more
Clearview Risk & KPI
Clearview is a product containing principal pre-integrated modules solving specific business problems in the management of Risk and KPIs.
Learn more
Financial Risk Management
FRM offers a single version of the truth that unifies Financial and non-Financial data with a contextually intuitive drill down by any time period or dimension.
Learn more
Cloud CFO Management Accounts
Download solution overview
Unify all entities
Each line from an entity’s TB is mapped to a group P&L and Balance Sheet, allowing for both uniform and disparate mappings and accounting systems.
Actuals can be imported with just a few clicks, along with budgets, forecast, KPIs and risks.
Financial information is imported in its functional currency and can be converted through a foreign exchange rate matrix.
Local management packs can be produced, reviewed and validated before being synced to the cloud.


Reports you can trust
All reports are fully defined in a simple, secure, structured format, removing the need for templates and linked workbooks.
Reports are created on the cloud server in seconds and downloaded directly to your desktop, always using the latest data to ensure a single version of the truth.
Multiple hierarchies including divisions and sub-divisions can be defined, along with ad-hoc aggregations when required.
Consolidation adjustments sit in separate elimination companies, and can include both automated rules and manual journals.
Multi-user audited access
Users log in through the Excel front end with a username and password over a secure HTTPS connection to the Oracle database sitting on the Amazon cloud.
Access, either read only or read/write, is granted at an entity, divisional or group level and the workbook is populated with the appropriate user data.
All user actions are logged and the audit trail can be retrieved via a right click.


Scale and flex with your needs
Any changes to report definitions and company hierarchy is easily completed via the admin form.
Changes are synced and everyone immediately sees the latest version- no need to roll out new templates!
Users can be created and assigned access to any part of the hierarchy in seconds.
If any help is required, there is a support team in Birmingham at the end of the phone or email.
Cloud CFO Management Accounts
Video walkthrough
00:03 Logging in, receiving and viewing data
00:38 Importing and mapping TBs, budgets and forecasts
01:20 Creating journals and manually updating data
02:15 Validating and syncing data
02:44 Creating local reports and management accounts
03:33 Viewing consolidated group data and audit trail
04:19 Creating group consolidation and exporting reports
Talk to a product expert
What our customers say

“Having made a couple of acquisitions this year, the benefits of having a product like Cloud CFO have been made very clear. We haven’t had to face the challenge of bolting more spreadsheets on and we can be confident that we have the checks and balances in place to tell us what is and isn’t working. With Cloud CFO now capturing information on a monthly basis, the product has given us the ability for more enhanced reporting.”
Nick Ogden, FCA, Group Financial Director, Norman Hay PLC

“With Cloud CFO supporting us, we know that everything in the system will have been checked and that the figures are 100 per cent correct.”
Tomas Berntsson, CEO

“In selecting Cloud CFO, we have rolled all our month end processes into a single, competitively priced system that will improve efficiency as well as provide us with the necessary time and capability to analyse the numbers in detail.”