Signal +

Services built around Insight Portal

Financial intelligence, delivered.

One connected engagement — not four disconnected products. We turn your accounting data into a financial workspace your team can understand, investigate and use.

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01 / Establish the financial foundation

Start with numbers your team can trust.

We work with your finance team to secure source access, understand accounting structure and reconcile the data before building the experience.

  1. 01

    Source integration

    Connect approved accounting, ERP and relevant operational inputs, with a refresh cadence matched to source availability.

  2. 02

    Financial modeling

    Map accounts, entities and reporting dimensions into a shared model for P&L, balance sheet and cash flow.

  3. 03

    Metric governance

    Agree definitions, reporting views, permissions and reconciliation checks so the portal starts from a consistent financial truth.

02 / Configure the intelligence experience

Reporting and AI, shaped around your financial questions.

We configure Insight Portal for your business and the people making decisions. Dashboards and conversational analysis are part of the same engagement.

  1. 01

    Financial dashboards

    Executive KPIs, financial statements, variance analysis and drill-downs built around your reporting priorities.

  2. 02

    AI financial analyst

    Business terminology, approved definitions and representative questions guide configuration and testing.

  3. 03

    Planning and customization

    Scope budgets, scenario forecasts and role-specific views to match the decisions your team needs to make.

03 / Launch and support

A managed service, not a technical handoff.

We stay involved through validation, adoption and ongoing operation. Your finance team contributes its context; Signal + manages the agreed technical delivery.

  1. 01

    Pilot and validation

    Compare outputs with existing financial reports, resolve exceptions and test user permissions before the controlled launch.

  2. 02

    Team enablement

    Hands-on training for financial reporting, AI investigation and accounting advisory workflows.

  3. 03

    Ongoing support

    Operational support, maintenance and agreed improvements keep the financial experience useful as needs evolve.

Implementation roadmap

From readiness to a controlled pilot.

12–14 weeks estimated

Weeks 1–4

Data & infrastructure

Assess sources, secure access, profile and reconcile accounting data, and establish the governed environment.

Weeks 5–10

Customization & AI

Configure financial views, dashboards and terminology; validate 10–20 representative finance questions.

Weeks 11–14

Pilot & training

Validate reports and permissions, resolve exceptions, train the team and launch the pilot.

Estimate subject to data readiness, system access, stakeholder availability, security approvals and reconciliation complexity. Not a guaranteed launch date.

Start with your financial priorities.

Tell us what is difficult to understand today. We’ll shape the data, reporting and AI scope around it.

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