ERP Health-Check & Optimisation

Struggling with your ERP? You’re not alone.

Your ERP should be a source of clarity, not confusion. If your team is dealing with broken workflows, bad data, or daily workarounds, it’s time for a structured system health check.

Fintech Souls delivers deep-dive ERP diagnostics and optimisation services that turn clunky software into streamlined operations.

“If your ERP feels like a liability, we’ll help turn it into your greatest asset.”

What’s Going Wrong?

Most ERP underperformance is caused by issues like:

Manual workarounds and shadow spreadsheets

Low user adoption due to poor training or design

Cluttered GLs and a chart of accounts

Unusable reports or dashboards

Duplicate vendors, misclassified transactions, or broken integrations

Roles and permissions misaligned with actual job functions

We’ve seen it all—and we know how to fix it without starting over.

Our ERP Audit Process

Fintech Souls runs a structured, no-nonsense system audit to expose where things are breaking—and how to fix them.

Step 1

Configuration Review

We audit your current setup: modules used, workflows enabled, user roles, approval chains, and system limits.

Step 2

Data Integrity Scan

We identify duplicate records, outdated fields, misaligned GL accounts, or transactions that prevent accurate close.

Step 3

Process Mapping

We compare how your teams are using the system against what the ERP was configured to support.

Step 4

Optimisation Plan

We deliver a prioritised fix list, with effort, impact, and timeline mapped.

Fixes We Commonly Deliver

Clean-up of the chart of accounts, sub-ledgers, or custom fields

Streamlined AP/AR flows and automated approval routing

Role-based access controls that eliminate permissions sprawl

Deduplication of vendors, customers, products, or SKUs

Custom dashboards and reports that finally reflect real performance

Refreshed SOPs and user training to reduce friction and tickets

If your ERP rollout was rushed, over-customised, or never finished, we can get it back on track.

No migrations. No learning curve.

Platforms We Support

We work across mid-market and enterprise-grade platforms:

Our optimisation work always connects to your finance ecosystem, so reporting, reconciliations, and workflows flow cleanly from the core.

“We didn’t need a new ERP—we needed someone to fix the one we had. Fintech Souls cleaned our config, rebuilt reports, and retrained our team in less than six weeks.”

ERP Project Lead

Lucky Cement

Frequently Asked Questions

We support NetSuite, Odoo, SAP B1, Zoho, and custom SQL-driven platforms. We’re system-agnostic but finance-first.

Most audits are completed in 2–3 weeks. Optimisation rollout timelines vary by scope.

Yes—we often work alongside internal admins or third-party implementers to identify and resolve gaps.

You’ll get a full config assessment, prioritised fix list, and recommendations for workflows, data cleanup, and training.

Yes. We offer refresher sessions and documentation to support post-optimisation adoption.

Absolutely—our ERP team works alongside Fintech Souls’ FP&A, tax, and reconciliation specialists for full-stack integration.