Solutions / By function / Executive
For FP&As.
From FP&As.
Driver-based forecasts, faster closes, explainable variance, and executive-ready reporting, all from one reconciled source of truth.
Trusted by Finance & Operations Leaders
Our leadership team is better equipped to make data-driven decisions.
Aon
Chief Financial Officer
Process improvement and dashboards that exceeded our expectations.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Their professionalism and efficiency made the process seamless from start to finish.
McRock Capital
Partner
URTM's expertise in data analysis and visualization has been pivotal to our success.
Sports Dynamics LLC
Founder
Our Cornerstone Practice
Built by FP&A.
Built from real finance experience, URTM connects the full FP&A cycle, from actuals to forecasts, variance, close, and leadership reporting.
Actuals
Variance Analysis
Updated Forecast
Exec Pack
70%+
Less manual work
Day 11 → Day 4
Month-end close
One source
Forecasts, variance, and executive reporting
Finance moves before the deadline.
Before URTM
- Scattered files
- Manual reporting
- Conflicting numbers
- Last-minute leadership packs
- Time spent assembling
Operational Intelligence
With URTM
- One reconciled model
- Automated refreshes
- Trusted figures
- Always-current reporting
- Time spent explaining
What We Deliver
The FP&A cycle, connected.
From reconciled data to a leadership-ready pack, every stage on one source of truth.
Forecasting
Driver-based and rolling
Budgeting
Connected to actuals
Month-end close
Reconciled earlier
Variance analysis
Connected to forecast & reporting
Cash flow
Direct and indirect views
Executive reporting
Real-time
Scenario modeling
Test assumptions
Consolidation
Entities, currencies, intercompany
Eagle Eye | FP&A
Your custom AI, made to help.
Built on clean, reconciled data and tailored to your FP&A workflows, Eagle Eye helps teams ask better questions, understand performance, and support leadership decisions with confidence.
Grounded
Uses reconciled numbers your team can trust.
Focused
Built around the finance use cases your team actually needs.
Aligned
Follows your metrics, definitions, drivers, and reporting structure.
Governed
Respects your roles, permissions, and access rules.
History
- Why did EBITDA margin move this month?
- Which business units are trending off forecast?
- What changed since the last forecast cycle?
- Where are we over budget?
- What should leadership watch this quarter?
- How does this quarter compare to last year?
EagleEye
Live
Why did EBITDA margin move this month?
Margin fell 1.8 pts vs. plan. Three drivers explain the move:
Which business units are trending off forecast?
Two units are tracking below plan this quarter:
What changed since the last forecast cycle?
Net revenue forecast is down $1.4M since the prior cycle:
Where are we over budget?
Three cost centers are over for the quarter:
What should leadership watch this quarter?
Two risks and one opportunity stand out (severity / 5):
How does this quarter compare to last year?
Revenue is up year over year, with margin roughly flat:
Placeholder
Eagle Eye answers questions like this live from your reconciled data — every figure traceable to source. The examples here are just a starting point; in your environment it answers your own questions, based on your numbers.
Reconciled & traceable to source
The Human Side
No more deadlines due yesterday.
Reconciled data and an automated close give finance its evenings, weekends and focus back.
Close lands in days, not nights
Continuous reconciliation finishes month-end on time, with no midnight tie-outs.
Finance can take a vacation, too
The numbers reconcile themselves, so the team can step away and still trust the close.
Time for the work that matters
Less chasing and cleaning, more analysis and the decisions you were hired to make.
Day 11 → Day 4
month-end close, without adding headcount
How It Works
Built around how you work.
From connection to decision, the path your numbers take through URTM.
Connect
01
ERP, accounting, CRM, HR, and spreadsheets.
Reconcile
02
Clean, tie out, and align the numbers.
Automate
03
Reports, models, forecasts, and board packs.
Visualize
04
Dashboards that make performance clear at a glance.
How It Works
Questions, answered.
Do you replace our accounting system?
No. URTM connects to the ERP and accounting tools you already run, read-only, and builds the reconciled model on top. Nothing is migrated.
How fast is the close, really?
Teams typically move from a 10–11 day close to around day four, because reconciliation runs continuously instead of as a manual month-end scramble.
Can it handle multiple entities and currencies?
Yes. Consolidation across entities, currencies and regional systems into one governed view is a core use case.
More Functions
Explore other functions:
Testimonials
Performance visibility, built for leadership.
Real outcomes from teams who put URTM between their data and their decisions.
Our leadership team is better equipped to make data-driven decisions.
Our leadership team is better equipped to make data-driven decisions.
URTM has been a valuable partner. Their support in simplifying our processes — along with the creation of a dynamic CFO dashboard — has given us key insights into profitability and performance. As a result, our leadership team is better equipped to make data-driven decisions.
Aon
Chief Financial Officer
Aon
6X+
Faster monthly close
Close cycles cut without adding headcount.
Process improvement and dashboards that exceeded our expectations.
Process improvement and dashboards that exceeded our expectations.
URTM's meticulous attention to detail and ability to transform our vision into reality through process improvement and dashboards exceeded our expectations. They quickly understood and seamlessly integrated with our existing tech stack, ensuring compatibility. Their insightful suggestions significantly enhanced our project.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Global X Investments Canada Inc.
6X+
Return on URTM
Value returned many times over the investment.
Their professionalism and efficiency made the process seamless from start to finish.
Their professionalism and efficiency made the process seamless from start to finish.
URTM played an important role in the creation of the McRock Industrial Software Index. They quickly understood the problem we were trying to solve, and their professionalism and efficiency made the process seamless from start to finish. We’re grateful for their support in bringing this to life and making the Index accessible to our community.
McRock Capital
Managing Partner
McRock Capital
1
Custom index, built
A bespoke software index, delivered end to end.
URTM's expertise in data analysis and visualization has been pivotal to our success.
URTM's expertise in data analysis and visualization has been pivotal to our success.
URTM's expertise in data analysis and visualisation has been pivotal to our startup's success. Making sense of fan spending patterns has allowed us to attract attention of high calibre investors and pivot from loyalty into Fintech, thereby increasing our start-up's valuation by orders of magnitude.
Sports Dynamics LLC
Founder
Sports Dynamics LLC
6→1
Systems to one view
Six source systems consolidated into one.