Aurum for every finance role
One platform.
Nine jobs it makes easier.
Finance doesn't buy software as one person. The CFO wants control without headcount, compliance wants defensible evidence, the reconciliation team wants their mornings back, and IT wants to know where the data sits. Aurum answers all of it — because it's one platform, not five tools stitched together.
CFO / Head of Finance
Faster close, tighter controls, accurate and easy to get numbers to report with more confidence. All without a bigger team or a long, drawn-out transformation programme.
Aurum gives you real-time visibility and control across every entity, so you can make decisions confidently without adding headcount.
Decide on live numbers, not last month's
Act on data that's reconciled daily rather than discovered at close, and produce board-ready reports on demand instead of building them from scratch.
Grow output without growing the team
Your team moves off manual data preparation and onto work that needs judgement. The same people handle more volume as the business scales.
Control you can evidence
Full audit trails and standardised workflows across every entity and team, so when someone asks how a number was reached, the answer already exists.
"We can't afford the disruption of a big implementation."
Aurum runs alongside your existing ERP rather than replacing it, and you go fully live within days. You keep your systems, your chart of accounts and your process — Aurum removes the manual work inside it.
“We went from spending 40 hours a week on reconciliation to under 5. Aurum genuinely changed how we operate.”
Scale with confidence.
See how Aurum helps hundreds of other CFOs
Financial Controller
You own the close. Every manual step in it is a risk you carry personally, and every month the volume grows while the deadline doesn't move.
Aurum removes the manual work behind reconciliation and close, so your day starts with exceptions and analysis instead of data preparation.
Start the day on what matters
Data arrives, transforms and matches overnight. Your team opens a prioritised queue of real breaks rather than spending the morning building one.
Resolve breaks without the chase
Every exception is flagged, assigned, owned and tracked in one place, with comments and evidence attached — no chasing across inboxes, systems or teams.
Trust your numbers as volume grows
Every match, adjustment and journal is visible and traceable, so month-end holds up whether you're processing thousands of transactions or millions.
"My team is already stretched — who's going to configure and maintain this?"
Pre-built templates cover standard reconciliations from day one, and guided setup means your own team adapts the rules without specialist technical skills or an IT project.
“With bank reconciliation taking just 20 minutes, we have streamlined how we work whilst improving efficiency and control — freeing up staff time to focus on other core financial management activity.”
Close faster, with confidence.
See how Aurum helps other Financial Controllers
Compliance & CASS Oversight
You need complete confidence in your client money position, with the controls and evidence to demonstrate it at any point in time.
Aurum gives you confidence in your client money position and the evidence to stand up to regulatory scrutiny.
Approach audits with the evidence already assembled
Every reconciliation, action, comment and sign-off is recorded on one platform with a complete, immutable audit trail — built as the work happens, not reconstructed afterwards.
Clear ownership at every step
Accountability is assigned per account, entity and task, so it's always visible who owned a decision and when they made it.
Resolve issues without delay
Structured workflows replace email chains and manual follow-ups, with escalation when a case passes its target and FCA notifications recorded against it.
"Will our regulator and auditor actually accept an automated process?"
Every run in Aurum is explainable and traceable to source — auditors and regulators can see what was matched, why, and what remains open. Firms use Aurum to produce CASS reporting directly from the platform.
"Generating our CMAR reports directly within Aurum is a huge benefit because accuracy is assured, with the intel coming from just one trusted source instead of various different places."
Meet regulations and support growth.
See how Aurum helps firms be compliant
Finance Operations & Reconciliation Teams
You do the matching. You know which breaks are real, which are timing, and which will resolve themselves — and you spend most of your day proving it with spreadsheets.
Aurum does the repetitive matching so you can do the work that actually needs you.
The queue is already built when you log on
No downloading, reformatting or cross-checking. High volumes process overnight, and you start on the short list of items that genuinely need a person.
Stop chasing false breaks
Tolerances absorb rounding, fees and timing differences, and deferred exceptions hold known timing items until they mature — so a payment due in 30 days isn't sitting in your queue on day one.
Everything in one place
Ownership, comments, attachments and resolution live on the case itself. No switching tools, no rebuilding context, no digging through email to find what someone decided.
"If it matches automatically, how do I know it matched correctly?"
Every match is visible, explainable and traceable to source, and you set the rules that govern it. Aurum shows you its working — you stay the reviewer, not a bystander.
Get your mornings back.
See how Aurum helps Finance teams automate operations
Treasury
You're asked for the cash position now, not at close — across accounts, entities and currencies you don't all have direct sight of.
Aurum consolidates data across your banks and systems, so you always have a clear, accurate view of cash and liquidity.
One complete view of your position
Balances are brought together across accounts, entities and currencies, retrieved automatically and up to date rather than assembled by hand each morning.
Act before a problem becomes a problem
Shortfalls, excesses and anomalies are flagged as they appear, so you're making decisions ahead of the cash impact instead of explaining it afterwards.
Fewer hands, less risk
Movements and changes come from a reliable, automated record, removing the human error that creeps in through manual consolidation.
"Our banks and systems don't all have clean APIs."
Aurum connects through API, Open Banking, SFTP or file, and parses the formats banks actually send — MT940, CAMT, BAI and more. Where there's no API at all, it can retrieve from portals directly.
"Having granular information at our disposal from Aurum, we can pinpoint the precise position of where a previously hidden issue lies."
Manage cash and liquidity with confidence.
See how other Treasury teams use Aurum
FP&A
You're judged on your forecast, but you spend most of the cycle fixing and aligning the inputs before you can model anything.
Aurum gives you inputs you can trust, so your time goes into building forecasts and insight rather than repairing data.
Work from data that's already right
Structured, up-to-date figures from every source, reconciled before they reach you — no waiting for close to know whether a number is final.
Spend the cycle on analysis
Time moves from aligning spreadsheets to interrogating trends, variances and drivers.
Trace any figure to its cause
Drill from a reported number to the transaction behind it, so when a variance appears you can explain it rather than investigate it for two days.
"How do I know the automated figures are right before I build on them?"
Every figure carries its lineage. You can trace any balance back through the journal, the match and the source transaction — which is why teams stop double-checking with four pairs of eyes.
"I can stand over a figure and say 'yep, I trust that figure and I can trust the balance it's giving me'. Whereas before we needed 4 eyes on it just to make sure."
Guide the business with insight, not assumptions
See how FP&A teams use Aurum
Internal Audit
You test whether controls actually operated. When evidence is scattered across spreadsheets, inboxes and screenshots, testing becomes archaeology.
Aurum turns reconciliation evidence into something you can test directly, rather than request and reassemble.
Evidence that already exists
Every action, approval, comment and sign-off is captured as it happens, with the supporting documents attached to the item they relate to.
Test the control, not the paperwork
Segregation of duties is enforced in the platform — rule creation, approval and execution sit with different permissions — so you're verifying a control that's designed in, not asserted.
Nothing to reconstruct
An immutable record means the trail can't be edited after the fact. What you see is what happened, in sequence, with names and timestamps.
"Automation makes it harder to see what actually happened."
The opposite, in practice. Manual processes leave gaps precisely because evidence depends on someone remembering to keep it. Aurum records every step by default, and nothing can be quietly amended later.
Make audit evidence a by-product, not a project
See how teams use Aurum for Internal Audit
IT & Security
Finance wants a new platform connected to bank feeds, ledgers and client money data. You have to say where that data lives, who can reach it, and who maintains the integration.
Aurum connects to your stack without becoming a project your team has to own.
Connect without building connectors
REST APIs, databases, SFTP and portals through one unified connection model, with 14 authentication methods handled natively — including OAuth, JWT and signature-based auth, with token refresh managed for you.
Deployment on your terms
Run Aurum as a managed service or self-hosted in your own environment, depending on where your data is permitted to sit.
Access control built for CISOs
Role-based permissions with segregation of duties across rule creation, approval and execution, plus a complete, immutable log of every action taken in the platform.
"Every finance tool ends up as an integration we maintain."
Finance configures Aurum themselves — connections, rules and workflows are built in the interface, not in code. Your team is involved at approval, not on an ongoing basis.
Review Aurum's architecture and security,
We deploy industry-leading safeguards to secure your data
Finance Transformation
You have to deliver measurable change against fragmented processes, competing systems and teams who've survived three previous initiatives.
Replace fragmented processes with automation that scales, so you deliver change with speed and evidence.
Remove the fragmentation
Consolidate processes and systems into one structured, visible approach — reducing error and giving you an accurate picture of where effort actually goes.
Prove where change delivered
Identify recurring issues and show stakeholders, with data, where automation reduced effort and risk. Your business case defends itself at the next review.
Build something that lasts
Custom automations your own teams can extend and adapt, so the process stays effective after the programme closes and adoption doesn't depend on you.
"Our last transformation stalled the moment the consultants left."
Aurum is configured by the finance team that uses it. There's no code to inherit and no external dependency to renew — which is why the process holds once your programme ends.
"What used to take a number of individuals a whole day to complete, now takes one person half a day at the end of the month."
Turn transformation plans into lasting processes
See how teams transform their finance operations with Aurum
See how Aurum can work for your team and your processes.
Book a demo and we'll walk through the parts that matter to your role — whether that's the close, the client money position, the cash view or the security review.