Intelligent Finance @ your fingertips

Deep Financial Intelligence

The multi-tenant SaaS FP&A platform that delivers profound financial intelligence—predictive modelling, instant multi-entity consolidation, and forensic anomaly detection in weeks, not months.

The problem

Decision Lag & the Spreadsheet Patchwork

Mid-market finance teams face a structural crossfire: fragmented ERP environments, manual consolidation cycles, and disconnected planning tools that force the question—which number is right? Totus FIQ closes the gap with unified FP&A and a rigorous dimensional data contract.

Decision Lag

Subsidiaries on SAP, NetSuite, Sage, and Xero force finance into weeks of manual spreadsheet aggregation just to produce a clean board pack.

The Talent Gap

Teams hire clerks to reconcile fragmented ledgers instead of deploying forecasting, variance analysis, and strategic intelligence.

Which Number Is Right?

Disconnected tools and ad-hoc exports create reconciliation drift between actuals, budgets, and forecasts—undermining board confidence.

4 wks

Time to value

Signup to consolidated truth

85%+

Forecast accuracy

Autonomous AI models

70%

Faster budget cycles

Weeks to days

Why Totus FIQ

Three Pillars of Intelligent Finance

Unified FP&A

Planning, reporting, executive dashboards, period close, collaboration, and board packs in one product—not spreadsheets and disconnected tools.

Financial Correctness

A rigorous dimensional data contract ensures actuals, budgets, and forecasts flow from canonical source tables—eliminating the “which number is right?” problem.

AI Copilots in Workflow

Five named agents provide natural-language Q&A, autonomous forecasting, PVM variance, anomaly detection, and executive orchestration—woven into reporting surfaces, not bolted on.

Platform capabilities

Everything FP&A in One Cloud-Native Platform

From GAAP/IFRS-aligned statements and driver-based planning to ERP integration and period close—without the spreadsheet patchwork.

Reporting

Statements & Executive Analytics

Income statement, balance sheet, cash flow, comparative reports, variance drill-down, segment analysis, and executive KPI dashboards—from profitability to liquidity.

  • P&L · BS · Cash Flow
  • Variance & trends
  • Board-ready outputs

Planning

Budgeting, Forecasting & Scenarios

Departmental planning hubs, driver-based sub-account modelling, workforce and revenue planning, scenario comparison, and AI-assisted forecast generation with line-level detail.

  • Driver-based PVM
  • What-if scenarios
  • Approval workflows

Integration

ERP Integration Hub

OAuth connectors for SAP, NetSuite, Sage, Xero, QuickBooks, and Oracle—with account mapping, scheduled sync, quarantine for bad records, and trial balance import.

  • Multi-ERP canonical grain
  • Account mapping studio
  • Sync command center

Governance

Close, Audit & Collaboration

Fiscal period management, adjustment entries, audit trails, role-based access, commentary workflows, and async board-pack assembly—built for high-compliance finance teams.

  • Period close
  • Immutable audit logs
  • Granular RBAC

ERP integration hub

One Canonical Grain, Any ERP

OAuth connectors ingest trial balance and GL data through account mapping and sync scheduling. Failed records land in quarantine; validated amounts flow into the ADR-0001 dimensional contract that powers every report, dashboard, and agent.

  • SAP
  • Oracle
  • NetSuite
  • Sage 300
  • QuickBooks
  • Xero
// Platform architecture
Infrastructure
AWS Serverless + Aurora PostgreSQL
Tenancy
Schema-per-tenant isolation with JWT-bound context
Processing
EventBridge + SQS async pipeline
AI layer
Amazon Bedrock agents with Jeeves KB orchestration
Data contract
ADR-0001 canonical dimensional grain across ingest → reports → agents
Legacy fidelity
Validated against 93-table SQL Server reference model

AI agents

Your Intelligent Finance Department

Five specialized Totus FIQ agents—orchestrated by Jeeves—act as an extension of your finance team. Natural-language Q&A, forecasting, variance narratives, anomaly detection, and KB-grounded product guidance, woven into the workflow.

Albert

Financial Insights

Natural-language Q&A across your canonical grain—trends, strategic insights, and executive-ready narratives grounded in validated numbers.

Nicole

Forecasting

AI-assisted driver-based forecasting that self-corrects as actuals close. Multi-period projections replace spreadsheet cycles with models tied to your dimensional contract.

Emma

Variance & PVM

Sequential price-volume-mix decomposition across budget, forecast, and prior periods—with auditable drill-down narratives behind every deviation.

Sherlock

Anomaly Engine

Forensic surveillance that never sleeps—duplicate invoices, dimensional outliers, vendor anomalies, and process cracks caught before month-end.

Jeeves

Executive Butler

Orchestrates the specialist agents, routes questions to the right expert, and delivers KB-grounded, unified executive responses.

Packaging

From Mid-Market to Multi-Entity Enterprise

Tiered packaging with schema-per-tenant isolation—from professional FP&A teams to large organisations requiring Jeeves orchestration, board packs, and dedicated compute.

Professional

Mid-market FP&A

Core reporting, budgeting, forecasting, AI agents (Albert, Nicole, Emma, Sherlock), commentary, departmental planning

Enterprise

Multi-entity organisations

Jeeves orchestrator, board packs, asset & revenue planning, multi-currency, multi-entity consolidation, SSO, API access

Benchmark

Evaluation matrix

How Totus FIQ Compares

Side-by-side evaluation for CFOs assessing consolidation platforms.

Dimension Totus FIQ Enterprise FP&A Excel Chaos
Time to value ~4 weeks ~6 months Ongoing manual
Price tier Mid-market Enterprise Hidden labour cost
Multi-ERP consolidation Native canonical grain Heavy implementation Fragmented
Anomaly detection AI-automated (Sherlock) Add-on / manual Manual
Forecast accuracy 85%+ target Varies by implementation N/A
Budget cycle reduction Up to 70% faster Moderate Baseline slow