Experience how BigLedger transforms financial management through automation, real-time visibility, and comprehensive compliance capabilities. This demo addresses the critical challenges Finance Managers face daily.

Streamline Financial Operations & Compliance

Real-time Reporting • Cash Flow Management • Compliance Automation • Audit Trails • Multi-Company Consolidation

🎯 Key Objectives for Finance Managers

Primary Goals You Want to Achieve

😰 Common Pain Points We Address

Current Challenges Finance Managers Face

Specific Problems BigLedger Solves

1. Delayed Financial Reporting

   • Problem: Waiting days for accurate financial data
   • Solution: Real-time financial dashboards and automated reporting

2. Manual Compliance Work

   • Problem: Hours spent on SST/GST calculations and submissions
   • Solution: Automated tax compliance and e-invoice generation

3. Fragmented Financial Data

   • Problem: Data scattered across multiple systems
   • Solution: Unified financial data hub with complete audit trails

4. Cash Flow Blindspots

   • Problem: Reactive cash management due to poor visibility
   • Solution: Real-time cash flow monitoring and forecasting

5. Complex Multi-Entity Management

   • Problem: Manual consolidation across companies/branches
   • Solution: Automated multi-company reporting and consolidation

🎬 Demo Scenarios & Business Outcomes

Scenario 1: Real-Time Financial Dashboard

Business Challenge: CEO needs current financial position for board meeting in 2 hours

Step-by-Step Workflow:

1. Access Executive Financial Dashboard

   • Navigate to Dashboards → Financial Overview
   • View real-time P&L summary
   • Check cash position across all accounts
   • Review month-to-date performance vs budget

2. Generate Current Financial Reports

   • Click “Generate Live P&L Report”
   • Select current month and YTD comparison
   • Export to PDF for board presentation
   • Review key variance explanations

Business Outcome:

• Time Saved: 4 hours vs manual compilation
• Accuracy: 100% real-time data vs 85% with manual processes
• Value: Board-ready reports in under 10 minutes

Scenario 2: Automated Month-End Closing

Business Challenge: Month-end closing currently takes 8 days and requires 3 staff members

Step-by-Step Workflow:

1. Initiate Month-End Process

   • Navigate to Financial Accounting → Month End
   • Review pre-closing checklist (auto-populated)
   • Run automated bank reconciliation
   • Process currency revaluations (if applicable)

2. Review and Approve Journal Entries

   • Review system-generated accruals
   • Approve automated depreciation entries
   • Handle exceptions (if any) via workflow
   • Run trial balance validation

3. Generate Closing Reports

   • Generate P&L, Balance Sheet, Cash Flow
   • Review variance analysis vs prior month
   • Export financial package for management

Business Outcome:

• Time Saved: 5 days reduced to 1 day (80% improvement)
• Staff Efficiency: 3 staff to 1 staff required
• Cost Saving: RM 15,000/month in labor costs

Scenario 3: SST/GST Compliance & E-Invoice Automation

Business Challenge: Manual SST preparation takes 2 days monthly, with high error risk

Step-by-Step Workflow:

1. Automated Tax Calculation

   • Navigate to Tax Management → SST Returns
   • Review auto-calculated SST liability
   • Validate input/output tax reconciliation
   • Check e-invoice integration status

2. E-Invoice Generation & Submission

   • Review pending invoices for e-invoice submission
   • Bulk generate e-invoices to MyInvois
   • Monitor submission status and error handling
   • Generate compliance reports

3. Tax Return Preparation

   • Export SST return data in LHDN format
   • Review supporting documentation
   • Submit directly through integrated portal

Business Outcome:

• Compliance Risk: Reduced from 15% error rate to <1%
• Processing Time: 2 days to 2 hours (90% reduction)
• Audit Readiness: 100% automated audit trails

Scenario 4: Multi-Company Consolidation

Business Challenge: Managing 3 subsidiaries requires manual consolidation taking 1 week

Step-by-Step Workflow:

1. Multi-Entity Setup Review

   • Navigate to Company Management → Group Structure
   • Review inter-company elimination rules
   • Check currency conversion settings
   • Validate consolidation mapping

2. Automated Consolidation Process

   • Run consolidation for all entities
   • Review inter-company eliminations
   • Process currency translations
   • Generate consolidated financial statements

3. Variance Analysis

   • Compare consolidated vs individual entity results
   • Review consolidation adjustments
   • Generate management consolidation reports

Business Outcome:

• Time Efficiency: 1 week to 4 hours (95% improvement)
• Accuracy: Eliminates manual consolidation errors
• Transparency: Real-time consolidated view available 24/7

Scenario 5: Cash Flow Management & Forecasting

Business Challenge: Cash shortfalls discovered too late, affecting supplier payments

Step-by-Step Workflow:

1. Current Cash Position Analysis

   • Navigate to Cash Management → Cash Dashboard
   • Review cash by account and currency
   • Analyze aging of receivables and payables
   • Check credit facility utilization

2. Cash Flow Forecasting

   • Access 90-day cash flow forecast
   • Review projected cash requirements
   • Identify potential shortfall periods
   • Plan payment scheduling optimization

3. Working Capital Optimization

   • Analyze days sales outstanding (DSO)
   • Review days payable outstanding (DPO)
   • Identify collection opportunities
   • Optimize payment timing

Business Outcome:

• Cash Visibility: 90-day forward visibility vs 7-day current state
• Working Capital: 15% improvement in cash conversion cycle
• Risk Mitigation: Early warning system prevents cash shortfalls

Scenario 6: Financial KPI Monitoring & Exception Management

Business Challenge: Financial performance issues discovered during monthly reviews instead of daily

Step-by-Step Workflow:

1. KPI Dashboard Setup

   • Configure financial KPI thresholds
   • Set up automated alerts for variances
   • Create role-based dashboard views
   • Enable mobile access for key metrics

2. Exception-Based Management

   • Review daily exception reports
   • Investigate budget variances >5%
   • Analyze gross margin trends
   • Monitor expense category performance

3. Predictive Analytics

   • Review AI-powered variance predictions
   • Analyze seasonal trends and patterns
   • Generate what-if scenarios
   • Create corrective action plans

Business Outcome:

• Response Time: Issues identified in 24 hours vs 30 days
• Margin Protection: 2% margin improvement through early intervention
• Strategic Focus: 60% more time for strategic analysis

Scenario 7: Audit Preparation & Compliance Reporting

Business Challenge: External audit preparation takes 3 weeks of intensive work

Step-by-Step Workflow:

1. Audit Trail Preparation

   • Generate complete transaction audit trails
   • Prepare supporting documentation automatically
   • Review system access logs and controls
   • Export audit-ready financial data

2. Regulatory Reporting

   • Generate statutory financial statements
   • Prepare regulatory compliance reports
   • Create tax computation schedules
   • Export data in required formats

3. Internal Controls Documentation

   • Review automated approval workflows
   • Document system controls and segregation
   • Generate exception reports
   • Prepare control testing documentation

Business Outcome:

• Audit Efficiency: 3 weeks to 5 days preparation time
• Audit Costs: 40% reduction in external audit fees
• Compliance Confidence: 100% automated compliance documentation

📊 Key Metrics Finance Managers Track

Financial Performance Metrics

BigLedger Impact Measurements

🔗 Critical Integration Points

Essential Financial System Integrations

1. Banking Integration

   • Real-time bank balance updates
   • Automated bank reconciliation
   • Electronic payment processing
   • Multi-currency account management

2. Payroll System Integration

   • Automated payroll journal entries
   • Employee cost allocation
   • Statutory compliance integration
   • Leave accrual management

3. Tax Authority Integration

   • Direct SST/GST filing
   • MyInvois e-invoice submission
   • LHDN data validation
   • Compliance status monitoring

4. ERP Module Integration

   • Sales order to invoice automation
   • Purchase order to payment processing
   • Inventory valuation updates
   • Cost center allocation

5. Business Intelligence Tools

   • Financial dashboard integration
   • Executive reporting automation
   • KPI monitoring systems
   • Predictive analytics platforms

📈 Reports & Dashboards for Finance Managers

Executive Financial Dashboard

• Real-time P&L summary
• Cash position across all accounts
• Key financial ratios
• Budget vs actual performance
• Monthly closing status

Management Reporting Suite

Automated Exception Reports

• Budget variance exceptions (>5%)
• Cash flow projection alerts
• Approval workflow pending items
• Reconciliation discrepancies
• Compliance deadline reminders

💡 Implementation Roadmap for Finance Teams

Phase 1: Foundation (Weeks 1-4)

• Chart of accounts setup and mapping
• Bank account integration
• User roles and approval workflows
• Historical data migration
• Basic reporting configuration

Phase 2: Process Automation (Weeks 5-8)

• Automated bank reconciliation
• Journal entry automation
• Month-end closing procedures
• Tax compliance setup
• Financial reporting templates

Phase 3: Advanced Analytics (Weeks 9-12)

• KPI dashboard configuration
• Predictive analytics setup
• Multi-company consolidation
• Advanced reporting customization
• Integration with existing tools

Phase 4: Optimization (Ongoing)

• Process refinement based on usage
• Additional automation opportunities
• Advanced analytics deployment
• User training and adoption
• Continuous improvement initiatives

🎯 ROI Calculator for Finance Teams

Cost Savings Analysis

Annual Labor Cost Savings:

• Month-end closing efficiency: RM 180,000
• Daily reporting automation: RM 96,000
• Compliance preparation: RM 72,000
• Audit preparation efficiency: RM 48,000
• Total Annual Labor Savings: RM 396,000

Risk Mitigation Value:

• Compliance penalty avoidance: RM 50,000
• Audit fee reductions: RM 30,000
• Cash flow optimization benefit: RM 120,000
• Total Risk Mitigation Value: RM 200,000

Total Annual ROI: RM 596,000

🚦 Next Steps

Ready to Transform Your Financial Management?

Quick Actions

1. Start Demo Now - Begin with real-time dashboard
2. Calculate Your ROI - Estimate savings for your organization
3. Contact Finance Specialist - Discuss specific requirements