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What is Perfios?

We help financial institutions navigate a vast spectrum of both structured and unstructured data to enhance operations such as customer onboarding, risk assessment, pricing strategies, and fulfillment processes. Through the extraction, organization, and analysis of information from various financial sources, we empower lenders to make swift, data-informed decisions related to risk and pricing. Since our inception in 2018, Perfios has consistently generated positive cash flow and EBITDA, supported by reputable investors like Bessemer Venture Partners and Warburg Pincus. Our data platform utilizes a distinct combination of proprietary machine learning techniques to deliver comprehensive data analyses customized to meet the needs of each client, resulting in tailored reports. We have effectively expanded our capabilities from processing thousands of transactions on a monthly basis to handling millions each day, all while upholding high performance standards. Our engineering team embodies a variety of innovative thinking styles and problem-solving abilities, which ensures a level of excellence that is seldom matched in the industry. This unique methodology not only differentiates us but also enhances our standing within the competitive realm of financial technology services. Furthermore, our commitment to continuous improvement and adaptation enables us to respond effectively to the evolving demands of the financial sector.

What is ConVista ConsPrep?

The excitement around SAP S/4HANA for Group Reporting is well-deserved, as this advanced Group Accounting solution from SAP highlights that successful group reporting goes beyond simple consolidation. For more than ten years, we have embraced this perspective alongside various consolidation tools using our SAP add-on, ConVista ConsPrep. Our approach prioritizes critical activities within the record-to-report process, enabling smooth data transitions and minimizing the reliance on manual adjustments. We emphasize a unified procedure that extends from the initial capture of accounting information in individual financial statements to the ultimate consolidated report. Additionally, ConVista ConsPrep stands out as an SAP-certified software package, with a flexible architecture that allows the integration of standard software advantages while also meeting specific client requirements effectively. This unique adaptability guarantees that organizations can strike a balance between efficiency and tailored solutions in their reporting processes. Ultimately, this innovative approach ensures better financial transparency and accuracy for businesses.

Media

Media

Integrations Supported

Klub
SAP HANA

Integrations Supported

Klub
SAP HANA

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Perfios Software Solutions

Date Founded

2008

Company Location

India

Company Website

www.perfios.com

Company Facts

Organization Name

Convista

Date Founded

1999

Company Location

Germany

Company Website

www.convista.com/en/insights/details/convista-consprep/

Categories and Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Categories and Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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