Indigenous / First Nations Government Company

The challenge

The company required their Dual Entry ERP to be connected to Float, a cash flow forecasting platform, so that government financial data could inform forward-looking cash flow projections in real time. Without integration, finance leadership lacked timely visibility into projected cash positions, complicating funding decisions and program planning across the nation's operations.

What we built

• Integrated Dual Entry ERP with Float to automate the flow of government financial data into cash flow forecasting models
• Configured ERP account and transaction data mapping to Float's forecasting categories for accurate projection inputs
• Automated scheduled data sync so Float projections reflected current ERP financial positions without manual exports
• Enabled scenario modeling in Float by ensuring the underlying ERP data feeding projections was current and complete
• Delivered integration documentation and governance guidance aligned to public-sector financial management requirements

The outcome

• Finance leadership gained real-time cash flow visibility grounded in live ERP data, improving decision-making confidence
• Funding and program decisions could be evaluated against accurate forward-looking financial projections rather than static reports
• Manual data export and re-entry between ERP and Float was eliminated, freeing finance staff for analytical work
• The company established a modern financial visibility infrastructure supporting responsible, data-driven governance