What Lunari can improve for a boutique finance advisory.
Serving multiple clients means rebuilding the same close, the same controls and the same audit pack — in a slightly different shape — every single month.
One close template across every client engagement.
What this looks like before Lunari.
- Each client engagement runs on a different stack; advisors context-switch between spreadsheets, PDFs and inboxes.
- Quality varies by engagement lead; there is no single house standard for what 'closed' means.
- Audit support is hand-assembled per client, eroding margin on the engagement.
What changes once it's on one record.
- One house close template applied across every client engagement — same reconciliations, same controls, same definition of done.
- Every client engagement carries its own evidence vault; audit support renders, it isn't assembled.
- Engagement leads spend their time on judgement, not document hunting.
Based on typical improvements for teams of this profile.
Company names shown are illustrative of the industries and operational profiles Lunari is built for, and do not imply a customer relationship or endorsement. Outcomes are based on typical improvements observed across finance teams of similar profile and should be treated as directional.
Global payments network
Close 30+ entities on one period model with FX reconciliation and audit evidence at network scale.
Telecom BSS / monetisation vendor
Revenue recognition under ASC 606 / IFRS 15 with deferred revenue waterfalls and SOX 404 evidence.
Diversified pan-African group
Intercompany reconciliation, consolidation and per-entity evidence across diversified operations.
Run this on your numbers.
Tell us the shape of your close. We'll walk a live period on data that looks like yours.