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PROAX

FINANCIAL SERVICES INDUSTRY

Trust, Speed, and Digital Compliance in Financial Services

Modern cloud solutions for banking, insurance, asset management, and financial institutions. Minimize operational risks, automate budgeting cycles, and ensure full compliance with regulatory mandates.

Data-Driven Strategic Financial Management

We simplify complex data structures in the financial sector, establishing real-time, reliable, and legally compliant reporting infrastructures for decision-makers.

  • Intelligent Budgeting & Consolidation

    Report multi-company, multi-currency, and complex consolidation structures in minutes with a single click.

  • Risk & Compliance Management

    Achieve full compliance with local regulatory authorities (BRSA, CMB, etc.) and International Financial Reporting Standards (IFRS).

  • Automated Process Workflows

    Manage credit approvals, expense requests, and operational sign-offs without errors using Power Automate.

  • Intelligent ERP & Digital Solutions

    Enterprise Microsoft Dynamics 365 and Power Platform modules customized according to the requirements of your financial services processes.

    DYNAMICS 365

    Dynamics 365 Finance

    A global enterprise accounting system for multi-company structures and advanced financial reporting.

    • IFRS and Local Regulatory Compliance
    • Intelligent Cash Flow Forecasting
    • Consolidation and Elimination Management
    INTELLIGENT PLATFORM

    Power Platform Compliance & Automation

    Low-code solutions developed for legal regulation compliance and process automations.

    • Approval Workflows Automation
    • Internal Audit and Findings Reporting
    • Dynamic Forms and Data Collection Portals
    CONSULT AN EXPERT

    Let's digitalize your
    Financial Services processes

    Get in touch with our certified experts possessing industry experience, and take advantage of a tailored analysis and digital roadmap opportunity for your enterprise.

    What Should You Expect from Our Financial Services Solutions?

    Explore the most frequently asked questions about the digitalization of your Financial Services processes, ERP integration, and our smart business solutions.

    Thanks to the multi-ledger architecture, a single journal entry is simultaneously posted to different ledgers according to both local tax regulations and IFRS standards.

    By analyzing historical payment habits, open invoices, and estimated budget data, future cash inflows and outflows are predicted using advanced artificial intelligence models.

    Trial balances of all group companies are automatically converted based on defined daily or average exchange rates to generate a single consolidated balance sheet and income statement.

    Under Microsoft cloud security standards (ISO 27001, SOC, etc.), row-level and field-level security configurations guarantee that only authorized users can access your data.