Financial and commercial analytics · UK
Griffith's Digital Insights Ltd. connects ledger, CRM, lending, claims and operational data into a commercial view your team can act on. Forecast cash and sales pipeline, spot credit and fraud exceptions, and keep compliance obligations visible.
Decisions need a forward view.
Built in Batley for finance and commercial teams across the UK.
Commercial outlook
Illustrative dashboard view
Cash position
£486k
Projected closing balance
Pipeline cover
2.4× period target
Weighted by historical stage conversion
Exceptions for review
07 open items
Forecasting you can explain
Sales-stage optimism can hide a gap. We weight opportunities against past conversion patterns and pair the result with a cash projection built from expected receipts, committed payments and customer payment behaviour.
Sales pipeline forecasting
Compare target with weighted coverage by segment, owner, deal size and sales stage. See where conversion weakens and which opportunities support the period plan.
Illustrative stages. Actual models use your sales history.
Cash-flow forecasting
Model delayed receipts, shifts in demand or a major contract moving dates. The projection shows how each assumption changes the cash position, so finance can plan around a range of outcomes.
Base
£486k
Receipts delayed
£392k
Demand shift
£428k
Example figures only; projections depend on your data and chosen assumptions.
Credit and transaction monitoring
Bring payment history, exposure, sector indicators and trading signals into a risk view. Concentration and ageing reports help teams see where exposure is building across a portfolio.
A flag should have context.
Fraud detection dashboards can surface unusual transaction patterns, duplicate claims and behaviour outside expected ranges. Human reviewers see the contributing factors and decide what happens next.
Discuss risk monitoringIllustrative records and scoring
Account 04-281
Payment delay increased
Claim 19-604
Duplicate pattern detected
Portfolio segment B
Exposure nearing limit
Claims and controls
Give owners a clear view of exceptions, evidence and next actions. Less time chasing updates. More time resolving the right issue.
Claims analytics
Track frequency, severity, settlement duration, leakage indicators and reserve adequacy. Broker and account reporting can bring performance and commission measures into the same operating view.
Settlement duration
By claim type
Reserve adequacy
By portfolio
Compliance monitoring dashboards
Follow obligations, control testing results and remediation progress in one status board. Exceptions can be assigned to an owner with an action and due date.
Built around your operating model
The right commercial model depends on how your organisation earns, lends, advises or manages risk. Start with the decisions your team needs to make.
Bring sales pipeline, utilisation, billing and debtor reporting into one commercial view. Compare expected revenue with delivery capacity and cash collection.
Explore dashboard developmentSee client profitability, workflow status and advisory opportunities by account. Track workload and recurring service performance with consistent definitions.
Explore business intelligenceMonitor portfolio performance, arrears signals and credit exposure. Give lending teams a timely view of where a closer review may be needed.
Explore predictive analyticsConnect claims analytics with commission reporting and compliance monitoring. Keep account performance and open actions visible to the people responsible.
Discuss your reporting needsWhat better visibility changes
The measures should point to a decision. We shape reporting around the questions your team needs to answer, then show the assumptions behind the view.
Compare projections with actual cash and pipeline outcomes over time.
Surface changes in payment behaviour and portfolio exposure for review.
Reduce repeated reconciliation between operational and finance reports.
Keep control status, evidence gaps and assigned actions in view.
Arrange a financial analytics review
Tell us which forecast, risk signal or compliance view currently depends on retrospective reporting. We can assess the ledger, CRM, lending, claims and operational sources behind it.
Confidentiality and role-based access are part of the data assessment conversation.