Financial Management
Dependable financial control for finance teams.
Financial Management supports accounting and financial management for finance teams, as part of Umbrella IT's Business & Finance Software alongside Enterprise ERP and Enterprise POS.
The problem
What Financial Management is built to fix.
Finance chases the business
Finance teams spend time collecting and correcting data before they can account for it.
Reporting takes too long
Producing a dependable financial picture involves manual consolidation.
Finance sits apart
Accounting is disconnected from planning and trading systems.
Where it fits
The finance team's product in the family.
Financial Management is focused on accounting and financial management. Enterprise ERP covers wider resource planning and Enterprise POS the branch; Financial Management is where the finance team works.
Financial Management
Accounting and financial management
Resource planning across the business
Point-of-sale operations at the branch
Capabilities
What Financial Management does.
Confirmed capability areas. Detailed functionality is shown in a tailored demonstration.
Accounting
Accounting for the finance team.
Financial management
Financial management and reporting for the organisation.
Built for finance teams
Designed around the people who own the numbers.
Works with ERP and POS
Positioned alongside Enterprise ERP and Enterprise POS.
What it brings
Purpose-built for business & finance software.
More control
Finance teams work in a dedicated product rather than spreadsheets.
A clearer picture
Financial management sits on a consistent foundation.
Joined to operations
Positioned to work with ERP and POS within one family.
One provider
Finance, planning and point of sale from one accountable portfolio.
In practice
From branch trading to the finance team.
Where Financial Management sits in the family. Integration scope is confirmed during scoping.
Transact
Enterprise POS
Branches trade using Enterprise POS.
Plan
Enterprise ERP
Resources are planned across entities and sites.
Account
Financial Management
The finance team accounts for the business.
Report
Financial Management
Financial management and reporting for decision-makers.
How we deliver
Implementing Financial Management with Umbrella IT.
Discover
We map your processes, systems and governance requirements before proposing a configuration.
Configure
The software is configured around your structures, roles and approval paths.
Integrate
We connect the platform to the systems your teams already rely on, where supported.
Train
Administrators and users are trained in the way your organisation will actually work.
Support
We remain accountable for the platform after go-live as your needs evolve.
Chart of accounts and structure
We agree your financial structure with your finance team before configuration.
UK readiness
The owner reports the product as UK-ready. Specific VAT, Making Tax Digital and reporting obligations are confirmed during scoping, not assumed.
Deployment
Deployment and hosting arrangements are agreed per engagement and confirmed in writing before contract.
Questions
About Financial Management.
Next step
See Financial Management with your finance team's priorities.
Tell us where finance spends its time today, and we will demonstrate against that.