How Finertecture turns your data into decisions
Your CFO in your pocket, on one page. Your data comes in read-only, runs through a financial blueprint designed once by an experienced CFO, and a bot team does the weekly work. Adrian, the Architect, checks it and steps in where judgement matters (the numbered gold stars), so you get clear numbers and decide with confidence.
Read the diagram as text
Mind map of how Finertecture turns your data into decisions, in seven stages from left to right: 1 Data sources (bank statements and feeds, read-only Zoho Books, Xero or Sage, photo or document upload, owner questions via chat); 2 Secure intake (POPIA consent, a ring-fenced client bot and Drive folder, and we never post in the client's books); 3 The blueprint, designed once by the CFO (clean chart of accounts, 8 KPIs, forecast model, tax calendar, weekly cash rules); 4 The bot team processing (categorise and reconcile, dashboard refreshes, 13-week and 12-month cash forecasts, alerts); 5 CFO oversight (5 to 10 percent spot-checks each week, escalations, judgement calls); 6 Decision-useful outputs (mobile dashboard, cash forecast, nudges, owner letter, scenarios, budget, group clinic, quarterly architecture review); 7 Owner decisions (act on the numbers: hire, price, borrow, save, and ask the next question), with a feedback loop back into the blueprint. Adrian, the Architect, designs the blueprint and oversees the work, stepping in at five numbered gold stars: 1 designs the blueprint, 2 spot-checks 5 to 10 percent, 3 handles escalations and judgement calls, 4 runs the monthly clinic and quarterly architecture review, 5 reviews the owner letter and scenarios.