For finance
For delivery
Why are finance professionals like Jane always firefighting?
Jane, a Senior Finance Analyst, is sharp, analytical, and strategic but she is constantly in firefighter mode. Revenue recognition is a moving target. Data is scattered across systems. And cash flow? It’s more guesswork than insight.
The systems and finance management software around her weren’t built for a modern, fast-moving software services firm like hers.
The financial management challenges Jane faces every day
Disjointed data, disjointed decisions
Jane's team pulls numbers from half a dozen systems: CRM, project management tools, Excel sheets, and accounting software. By the time the numbers are reconciled, they're already outdated.
Cash flow in the
dark
Without real-time AR/AP visibility, forecasting is guesswork. Jane can't confidently answer when—or if—payments will come in. Missed opportunities and strained supplier relationships follow.
Month-end
misery
Closing the books is a race against time, riddled with manual reconciliations, error-prone processes, and version-controlled chaos. Jane dreads it—and so does her team.
Revenue recognition
nightmares
Changing project scopes and contract terms make consistent revenue recognition a complex, time-consuming ordeal.
Compliance anxiety
Serving global clients means keeping pace with tax changes, invoicing mandates, and audit trails. Regulations shift faster than her team can adapt, leaving Jane in catch-up mode.
How evergreen and empower can help Jane win
evergreen and empower—true cloud solutions within sa.global’s Microsoft Industry Cloud for Software Services Firms—connect Jane’s entire finance ecosystem of projects, billing, resources, and revenue into one intelligent platform. evergreen streamlines core finance management with automation and real-time insights fixing month-end grinds, revenue recognition, and compliance. empower surfaces the numbers that matter: cash flow, forecasts, and profitability, so Jane can act faster and plan smarter. Together, they turn disconnected processes into a unified finance engine built for growth.
Together, they provide the control, agility, and foresight Jane needs to move from reactive number-crunching to proactive financial leadership, enabling her to:
Decide with confidence
evergreen consolidates financial data across entities and currencies, giving Jane a single source of truth.
Bill smarter
evergreen automates revenue recognition and billing across project types—no manual workarounds.
See cash flow clearly
empower forecasts based on real payment behavior, not just due dates.
Simplify compliance
evergreen tracks deferred revenue and intercompany transactions without spreadsheets or guesswork.
Scale globally
Jane ensures multi-country compliance seamlessly, without the burden of manual fixes.
Outcome: Together, evergreen and empower shift finance from reactive reporting to proactive leadership—driving accuracy, agility, and profitable growth.
Explore how our finance management solution addresses your specific challenges
Ready to see how we tackle your exact pain points? Dive deeper into our specialized capabilities:
Global accounting and tax
Multi-entity consolidation, local statutory compliance, indirect/direct tax management, and financial consolidation
Discover capabilities for global accounting and tax →
Billing and revenue management
Multiple billing types, pro-forma billing, e-billing formats, revenue accruals, and intercompany handling
Discover capabilities for billing and revenue →
AP and procurement
Vendor onboarding & compliance, sub-contract payments, e-invoicing, and disbursements
Discover capabilities for AP and procurement →
Reporting and profitability analytics
Executive dashboards, P&L & Balance Sheet, predictive cash flow, multi-level profitability analysis
Discover capabilities for financial reporting and profitability analytics →
Credit, collections, and treasury
DSO tracking, A/R aging, promise-to-pay workflows, and working capital optimization
Discover capabilities for credit, collections, and treasury →
Governance and compliance
Audit trails, IFRS/GAAP reporting, and regulatory compliance automation
Discover capabilities for governance, compliance, and control →
Powering the entire finance team
Jane’s team gains the clarity, automation, and agility they need to stay ahead. Real-time dashboards replace siloed reports, automation cuts down on repetitive reconciliations, and compliance is built in—not bolted on. With one connected platform, the team spends less time chasing numbers and more time driving strategy.
Aligned visibility
Accurate, real-time dashboards help the team spot variances, pre-empt delays, and stay in sync with business stakeholders.
Less manual grind
Automated processes reduce burnout and free capacity for higher-value analysis.
Faster close cycles
evergreen streamlines intercompany adjustments and reconciliations, eliminating bottlenecks.
Compliance made easy
Integrated tools lower audit risk and prevent last-minute reporting scrambles.
Well-equipped analysts
Self-service reporting gives junior team members the data they need, freeing Jane from ad-hoc requests.
Agile finance
With automation and insights in place, the team adapts quickly to business changes.
What Jane’s CFO will want to know
How will this impact liquidity?
Cash flow forecasting is based on predictive modeling, payment history, and scenario planning—not just static AR/AP schedules. The result? Better capital planning and less need for emergency borrowing.
Can it scale across geographies and entities?
Yes. evergreen and empower support multi-currency, multi-entity financial consolidation and localization for over 50 countries. Fast onboarding. Standardized reporting. No custom code.
Will it reduce risk?
Absolutely. Role-based dashboards, audit trails, and compliance tools help detect fraud, ensure SOX/IFRS compliance, and simplify reconciliations.
How soon do we see value?
Day 1 access to accurate reports. Month 1 reduction in manual work. Quarter 1 insights that fuel smarter planning and margin improvement.
Stop losing time and money to outdated finance tools
Compare how a unified Microsoft-powered platform transforms forecasting, compliance, and profitability versus legacy ERP systems.
| Capability | evergreen + empower | Traditional finance systems and point solutions |
|---|---|---|
| Implementation speed | Pre-configured industry templates enable go-live in 30–60 days. | Lengthy 6–18 month implementations with heavy customization. |
| Multi-entity support | Built-in consolidation across 50+ countries with local compliance and automated reporting. | Manual or add-on-based consolidation across geographies and currencies. |
| Revenue recognition | Automated ASC 606 / IFRS 15 compliance across all project types. | Manual adjustments or limited automation needing external tools. |
| Cash flow forecasting | AI-driven forecasts based on payment behavior and real-time data. | Static, backward-looking reports with limited forecasting accuracy. |
| Billing flexibility | Supports multiple billing types, pro-forma invoices, and e-billing formats. | Rigid invoicing templates with limited customization. |
| Compliance automation | Automated e-invoicing, tax calculations, and audit-ready reporting. | Manual compliance tracking and separate tools for localization. |
| User experience | Familiar Microsoft 365 interface with role-based dashboards and self-service analytics. | Complex, dated interfaces requiring IT or finance ops support. |
| Analytics & reporting | Predictive dashboards, profitability drill-downs, and scenario modeling built-in. | Static reports or dependency on third-party BI tools. |
| Total Cost of Ownership | Predictable monthly subscription—no hidden costs or maintenance overhead. | High upfront investment, ongoing license, and integration costs. |
| Platform integration | Unified Microsoft Industry Cloud platform connecting finance, projects, and people data. | Disconnected systems requiring manual data exchange and reconciliations. |
FAQs
How long does implementation typically take?
This is completely dependent on the software services firm’s size, current infrastructure stack, and the level of customization needed. Most software services firms are up and running within 60 days using our business-ready version of evergreen. Our pre-configured templates for the industry eliminate months of customization that traditional systems require.
Will this integrate with our existing project management and CRM systems?
Yes. We have 1000+ pre-built connectors and an open API architecture. Popular integrations include Salesforce, HubSpot, Jira, Monday.com, and most major project management platforms.
What happens to our historical financial data during migration?
We provide comprehensive data migration services with full historical preservation. Your audit trails, multi-year comparisons, and compliance documentation remain intact and accessible.
How does pricing work for multi-entity organizations?
Our pricing scales with your business. You pay for active users, not entities. Whether you have 2 subsidiaries or 20, the platform cost remains predictable with no hidden fees for additional currencies or countries.
What kind of support do you provide during and after implementation?
Absolutely. Role-based dashboards are fully customizable. Finance teams can create executive views, project profitability reports, cash flow scenarios, and operational metrics without IT involvement.
Can we track skills and competencies across global teams?
Every client gets a dedicated customer success manager, comprehensive training programs, and 24/7 technical support. We also provide ongoing optimization reviews to ensure you’re maximizing platform value.
How does this handle different revenue recognition models for our service offerings?
The platform automatically handles milestone-based, time-and-materials, fixed-fee, subscription, and hybrid revenue models. ASC 606/IFRS 15 compliance is built-in with automated deferrals and accruals.
What about finance digital transformation—how does this modernize our entire finance function?
Beyond automation, the platform transforms finance into a strategic function. Real-time analytics, predictive insights, and self-service reporting free your team from manual tasks to focus on analysis, planning, and business partnership. Most organizations see measurable improvements in engagement scores within 8-12 weeks and reduced voluntary turnover within the first quarter as employees experience better onboarding, clearer development paths, and continuous feedback.
Is financial analysis software included, or do we need separate BI tools?
Advanced analytics are built-in. You get executive dashboards, variance analysis, profitability drill-downs, and predictive modeling without additional BI licensing costs.
How does unified finance management differ from our current multi-system approach?
Instead of reconciling data across separate billing, accounting, and project systems, everything flows through one platform. This eliminates manual data entry, reduces errors, and provides real-time visibility across all financial operations.