Product

Six capabilities. One finance control layer.

A working demonstration of how FinDataGuard measures, governs and improves finance data for teams using NetSuite — from health scoring to pre-close readiness.

01Data health

Know the health of your finance data.

Turn thousands of accounts, dimensions, entities and transactions into one understandable Finance Data Health score.

Finance Data Health

Last 6 periods

0.0%Overall

Overall Health

261 open issues

▲ 8.2 pts over six months

Health trend

AprMayJunJulAugSep

Issues by severity

Critical12

High38

Medium96

Low115

Health by subsidiary

UK Holdings98%

US Operations95%

EMEA Services93%

APAC Trading89%

02Finance policy engine

Turn finance policy into rules the system can monitor.

Write a policy in plain finance language and FinDataGuard converts it into a structured, versioned rule that runs continuously against your data.

Policy Library

Active rule

Rule

Marketing spend requires campaign and cost centre

Live

Coverage

97.4%

Issues

Value affected

£82,417

Policy Builder

Natural language

Describe the policy

Structured finance rule

scopetransaction.expense

whenamount > 5000 GBP

andaccount.group = 'Marketing'

requiresegment.campaign IS NOT NULL

requiresegment.cost_centre IS NOT NULL

severityhigh

03Dimension governance

Keep dimensions consistent across the business.

Department, class, location, subsidiary, cost centre and custom segments held to one agreed structure — with conflicts surfaced as they appear.

Dimension Governance

6 controlled dimensions

Department

412

Class

Location

147

Subsidiary

Cost Centre

236

Custom Segments

Detected inconsistencies

Manchester location is being used with Miami subsidiary

Cross-entity conflict · 9 transactions

14% of Software Subscription transactions are coded outside the normal IT department

Pattern deviation · 63 transactions

04Master data health

Clean structures create reliable reporting.

Continuous record-level checks across vendors, customers and the chart of accounts, so the foundations of reporting stay complete and current.

Master Data Health

Record-level checks

Missing payment terms

Vendors · open

24High

Missing reporting category

Vendors · open

17High

Dormant record still active

Vendors · open

38Medium

Incomplete subsidiary assignment

Vendors · open

9Critical

05Issue remediation

Finding the problem is only the beginning.

Every issue is routed to an owner, worked through a defined path and closed with evidence retained for review.

Remediation Workflow

Audited end to end

Identify

Assign

Resolve

Review

Evidence

Identified

Resolved

Awaiting owner

Accepted

Issue Queue

4 of 147 shown

Owner	Severity	Subsidiary	Policy	Value	Status	Due
A. Whitfield	Critical	UK Holdings	Cost centre required	£42,180	In progress	12 Sep
R. Okafor	High	US Operations	Vendor classification	£18,940	Awaiting owner	14 Sep
M. Lindqvist	Medium	EMEA Services	Campaign segment	£9,620	Resolved	08 Sep
S. Patel	High	APAC Trading	GL group mapping	£11,677	In review	16 Sep

06Pre-close data readiness

Know whether the data is ready before you close.

A single readiness view for the period, listing exactly what remains and who needs to act before the books are locked.

Pre-Close Data Readiness

Period Sep 2026

Data readiness

Five checks remain before the period can be locked with confidence.

Run Data Health Check

Remaining

17 transactions missing department
6 vendors missing reporting category
3 inactive dimensions used
£42k failing finance coding policies
14 new GL accounts awaiting group mapping

Book a Demo

See these six capabilities against your own data.

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