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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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 & CommunicationsTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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
TechnologyTransformation
- 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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