Industries

Technology & SaaS

FP&A, revenue, ERP and reporting support for technology, SaaS and media businesses scaling quickly.

Case studies
33
ERP / Digital Transformation
11
FP&A / CFO Advisory
15
Technical Accounting
7

33

Client engagements in Technology & SaaS

Showing 33 of 33

ERP / Digital Transformation

Andritz Technologies Private Limited

Technology
Transformation
  • Finance processes were undocumented - no blueprint existed to configure or optimise the ERP
  • Contetra ran process workshops, documented current-state workflows, and designed ERP-aligned future-state
  • Produced a complete process and system blueprint covering all core finance and operational flows
Result: Process documentation delivered; ERP configuration grounded in real workflows, not generic templates
FP&A / CFO Advisory

Cogitate Technology Solutions India Pri

Technology
Transformation
  • Finance leadership needed external support to build credibility and influence with the board
  • Contetra partnered as a virtual CFO advisory resource - guiding budgeting, forecasting, and reviews
  • Strengthened finance team's ability to present and defend numbers at senior leadership level
Result: Finance function gained boardroom credibility; advisory engagement delivered lasting capability uplift
FP&A / CFO Advisory

Cogitate Technology Solutions India Private Limited

Technology
Transformation
  • Growing business outpaced the finance team's planning and performance management capability
  • Contetra designed and ran a structured monthly FP&A support programme for the leadership team
  • Closed the gap between business growth and finance capability through hands-on advisory
Result: Finance team scaled with the business; structured planning and review discipline now embedded
ERP / Digital Transformation

Cogitate Technology Solutions India Private Limited

Technology
Transformation
  • Finance team lacked structured workflows in the ERP - usage was inconsistent across the organisation
  • Contetra completed BRD sign-off, ran structured UAT, and oversaw go-live milestone delivery
  • Standardised how the business uses the ERP by documenting and enforcing process-based workflows
Result: ERP usage standardised post go-live; consistent workflows and documented processes now embedded
FP&A / CFO Advisory

DC Infotech and Communication Limited

Technology
Transformation
  • Leadership was flying blind on cost management and margin erosion between quarterly reviews
  • Contetra introduced monthly flash reporting and variance commentary alongside ongoing FP&A advisory
  • Gave leadership early visibility into cost and margin movements before they became critical issues
Result: Proactive financial management established; cost surprises reduced through early-warning reporting
FP&A / CFO Advisory

Dc Infotech and Communication Limited

Technology
Transformation
  • Finance team relied on reactive reporting rather than forward-looking financial management
  • Contetra shifted the team toward proactive planning - introducing rolling forecasts and scenario models
  • Transformed finance from a reporting function into a business partner supporting strategy
Result: Forward-looking finance culture established; leadership now uses forecasts to guide decisions
FP&A / CFO Advisory

Esvastica Technologies Private Limited

Technology
Transformation
  • Business needed a reliable, structured approach to budgeting and monthly financial reporting
  • Contetra delivered ongoing FP&A advisory - budgeting support, actuals review, and management commentary
  • Brought consistency and discipline to the financial calendar and performance review process
Result: Structured budgeting and reporting established; management now has reliable monthly financial insight
FP&A / CFO Advisory

FourNxt Technologies FZCO

Technology
Transformation
  • Finance leadership needed external support to build credibility and influence with the board
  • Contetra partnered as a virtual CFO advisory resource - guiding budgeting, forecasting, and reviews
  • Strengthened finance team's ability to present and defend numbers at senior leadership level
Result: Finance function gained boardroom credibility; advisory engagement delivered lasting capability uplift
Technical Accounting

FourNxt Technologies FZCO

Technology
Transformation
  • Business faced a complex accounting judgement with no clear precedent internally
  • Contetra analysed the transaction, applied relevant Ind AS and IFRS standards, and issued a technical memo
  • Provided a documented accounting position with supporting rationale for auditor review
Result: Technical accounting resolved with full documentation; auditor accepted the position without qualification
ERP / Digital Transformation

FourNxt Technologies FZCO

Technology
Transformation
  • ERP was live but finance team lacked confidence in the system's outputs and reporting accuracy
  • Contetra reviewed the configuration, corrected mapping errors, and aligned reports to management needs
  • Restored trust in ERP-generated financials by fixing underlying configuration and reporting issues
Result: Finance team now relies on ERP output with confidence; configuration corrected and reports validated
FP&A / CFO Advisory

INNOVATIVE FLEXOTECH PRIVATE LIMITED

Technology
Transformation
  • Leadership was flying blind on cost management and margin erosion between quarterly reviews
  • Contetra introduced monthly flash reporting and variance commentary alongside ongoing FP&A advisory
  • Gave leadership early visibility into cost and margin movements before they became critical issues
Result: Proactive financial management established; cost surprises reduced through early-warning reporting
FP&A / CFO Advisory

Innovative Flexotech Private Limited

Technology
Transformation
  • Finance team lacked the structure to manage budget-vs-actual reviews with business unit heads
  • Contetra introduced a BU-level FP&A rhythm - monthly variance reviews, commentary, and action tracking
  • Created accountability across business units through structured financial performance management
Result: Budget discipline strengthened; business units now own their numbers with finance as a strategic partner
ERP / Digital Transformation

Intelegain Technologies Private Limited

Technology
Transformation
  • As-is processes were misaligned to the ERP structure, causing workarounds and reporting gaps
  • Contetra mapped existing workflows, identified gaps, and redesigned processes to fit ERP capabilities
  • Bridged the gap between how the business operated and how the ERP was structured to work
Result: ERP-aligned process design completed; workarounds eliminated and reporting built on clean data flows
ERP / Digital Transformation

L a Technologies Private Limited

Technology
Transformation
  • Fragmented systems were creating reconciliation delays and unreliable management reporting
  • Contetra managed end-to-end ERP rollout - from blueprint design through to post-go-live stabilisation
  • Replaced disconnected tools with a single integrated system aligned to actual business workflows
Result: Systems consolidated; reconciliation effort reduced and management reporting now drawn from one source
FP&A / CFO Advisory

MDS Digital Media Private Limited

Technology
Transformation
  • Absence of structured financial planning was limiting the business's ability to manage cash and margins
  • Contetra introduced budgeting frameworks, variance analysis, and monthly CFO-level review sessions
  • Gave leadership clear visibility into cost drivers, revenue trends, and working capital dynamics
Result: Cash and margin management improved significantly through structured FP&A advisory support
FP&A / CFO Advisory

Mobisoft Technology India Private Limited

Technology
Transformation
  • Growing company needed external financial planning expertise without a full-time CFO hire
  • Contetra provided fractional FP&A support - covering forecasting, budget governance, and variance review
  • Delivered CFO-quality financial oversight at a cost appropriate for the company's growth stage
Result: Finance function punched above its weight; planning and review rigour embedded without a full CFO hire
ERP / Digital Transformation

Multiplier Brand Solutions Private Limited

Media & Communications
Transformation
  • User acceptance testing had not been completed and go-live readiness was unclear
  • Contetra structured the UAT cycle, tracked defect resolution, and managed go-live sign-off
  • Delivered a tested, user-accepted ERP system ready for live business operations
Result: UAT completed and go-live achieved; ERP now operational with business users confident in the system
Technical Accounting

Neysa Networks Private Limited

Technology
Transformation
  • New transaction type required technical accounting treatment the finance team had not dealt with before
  • Contetra researched the applicable standards and delivered a technical position paper with journal entries
  • Equipped the finance team with a clear, auditor-ready accounting treatment for the transaction
Result: Accounting position established; transaction recorded correctly with supporting technical documentation
ERP / Digital Transformation

Nusummit Technologies Private Limited

Technology
Transformation
  • Finance team was manually reconciling data from multiple systems with no single source of truth
  • Contetra implemented an ERP covering procure-to-pay, order-to-cash, and financial close workflows
  • Eliminated manual reconciliation by building integration points across all core finance processes
Result: Single source of truth achieved; month-end close accelerated and data integrity significantly improved
Technical Accounting

Nusummit Technologies Private Limited

Technology
Transformation
  • CFO needed an independent technical view on a material accounting policy decision
  • Contetra conducted a standards analysis and provided a written advisory memo with recommended treatment
  • Gave the CFO a defensible, independently prepared position to present to auditors and the board
Result: Independent technical advice delivered; accounting policy decision made with full professional backing
Technical Accounting

Onemi Technology Solutions Private Limited

Technology
Transformation
  • Finance team lacked internal expertise to interpret and apply new IFRS standards to the business
  • Contetra provided a practical advisory on the standard - interpretation, policy design, and implementation
  • Translated complex IFRS requirements into clear, actionable accounting policies for the team
Result: IFRS standard applied correctly; policy documented and disclosure quality improved in the next reporting cycle
ERP / Digital Transformation

Productdossier Solutions (India) Private Limited

Technology
Transformation
  • ERP was live but finance team lacked confidence in the system's outputs and reporting accuracy
  • Contetra reviewed the configuration, corrected mapping errors, and aligned reports to management needs
  • Restored trust in ERP-generated financials by fixing underlying configuration and reporting issues
Result: Finance team now relies on ERP output with confidence; configuration corrected and reports validated
ERP / Digital Transformation

QURE.AI Technologies Private Limited

Technology
Transformation
  • Finance team needed functional expertise to configure the ERP correctly for their business model
  • Contetra provided hands-on ERP advisory - configuration review, workflow design, and module optimisation
  • Aligned the ERP configuration to the business's specific finance and operational requirements
Result: ERP configuration optimised; system now reflects how the business actually operates rather than defaults
FP&A / CFO Advisory

Ram Biotech

Technology
Transformation
  • Finance team was operating without a structured monthly review and advisory rhythm
  • Contetra embedded a dedicated FP&A mentoring cadence - monthly reviews, KPI tracking, and coaching
  • Built analytical capability within the team and improved the quality of financial decision-making
Result: Finance function elevated with structured advisory; business decisions backed by better data

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