Halcyon Finance

Financial services

8 weeks

Analytics copilots for a lean finance team

Purpose-built analytics assistants helped a six-person finance team close the month faster and with fewer errors.

graphs of performance analytics on a laptop screen

60%

Faster month-end reporting

6

Analysts upskilled

2×

Scenarios modeled per quarter

The challenge

Halcyon’s finance team was small and stretched. Month-end close took most of a week, leaving little time for analysis that leadership actually needed.

Our approach

We identified the most repetitive reporting tasks, built secure analytics assistants around them, and trained the team to extend them on their own.

The outcome

Month-end reporting is now 60 percent faster, and the team doubled the number of scenarios it models for leadership each quarter.

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