Operational data, made useful

Find cash and clarity in the data you already have.

Sapientia Finance turns difficult ERP exports and spreadsheets into decision-ready inventory analysis and reconciled data—without an ERP replacement or a large implementation project.

  • Works with ERP and spreadsheet exports
  • Clear methods and traceable changes
  • Human-reviewed before delivery
From export to action Structured review
  1. 01
    Secure data intakeYour source files stay unchanged.
  2. 02
    Validation and analysisIssues and assumptions are made visible.
  3. 03
    Decision-ready outputsPriorities, exceptions and next actions.

No system replacement.
Start with the exports your team already uses.

01Inventory cash tied up

02Slow and non-moving stock

03Unreconciled ERP exports

04Data teams cannot trust

Two focused services

Start with the problem blocking the next decision.

Short, practical engagements designed to produce useful outputs quickly—not open-ended transformation programmes.

01

Inventory & Working Capital Audit

See what stock is costing you.

Identify slow-moving, non-moving and excess-stock candidates, then focus attention on practical working-capital opportunities.

  • SKU-level inventory ageing and movement analysis
  • ABC classification and concentration views
  • Working-capital release scenarios, clearly labelled as estimates
  • Management summary, analysis workbook and action priorities

Typical inputs: inventory snapshot, item master and available sales or purchase history.

View pricing
02

ERP / Excel Cleanup & Reconciliation

Turn messy exports into dependable data.

Clean unusable ERP extracts, surface exceptions and reconcile records under transparent, deterministic rules.

  • Duplicates, blanks and inconsistent identifiers
  • Date, number and column-name standardisation
  • Cross-file matching and unmatched-record reporting
  • Corrected data, exceptions and a complete transformation log

Direct cleanup currently uses CSV exports. Excel workbooks can be assessed and converted to agreed CSV extracts before deterministic processing. Questionable records are flagged for review—not silently removed.

View pricing

How it works

A clear path from raw files to a reviewed result.

Every engagement is scoped around your available data, the questions you need answered and the limitations we discover.

  1. 01

    Define the decision

    We confirm the objective, available files and the minimum data needed to produce a useful answer.

  2. 02

    Validate the inputs

    We profile the exports, map fields and surface missing or ambiguous data before relying on it.

  3. 03

    Analyse and reconcile

    Deterministic rules produce traceable findings, exceptions and transformation records.

  4. 04

    Review the package

    Quality checks and human review take place before delivery of the agreed report and data outputs.

Engagement pricing

Small enough to start. Defined enough to finish.

Final pricing depends on data volume, data condition, complexity, number of datasets and required outputs.

ERP / Excel Cleanup & Reconciliation

Smaller cleanup project

USD$295–$395

For a narrow file set and a clearly defined cleanup or reconciliation objective.

Request a scope review
ERP / Excel Cleanup & Reconciliation

Typical engagement

USD$495–$795

For broader cleanup and reconciliation across multiple files, rules or exception categories.

Complex or multi-dataset work: Custom scope

Request a scope review

No online checkout is enabled. Scope, timing, outputs and final price are confirmed before an engagement begins.

Sample deliverables

See the level of detail before sharing your data.

Explore representative workbooks and reports showing the structure, controls and evidence included in each service.

Fictional and synthetic data

All sample data is fictional/synthetic and is provided to demonstrate report structure and methodology. It does not represent results from a real customer.

XLSX

Inventory analysis workbook

Executive summary, SKU detail, ageing, exceptions, data quality and methodology.

HTML

Inventory management report

Material findings, caveats, opportunity scenarios and prioritised SKU review.

XLSX

Cleanup and reconciliation workbook

Corrected datasets, exceptions, transformation log, reconciliation controls and technical audit.

HTML

Data quality report

Before-and-after controls, quality findings and mathematically reconciled output counts.

About Sapientia Finance

Practical analysis for operators who need answers—not another platform.

Sapientia Finance has operated for approximately a decade with a practical finance and business-analysis orientation. We help businesses turn existing ERP and spreadsheet data into clearer, decision-ready analysis.

Our analytical services work with the exports companies already have. The focus is practical findings, disciplined validation, traceable methods and human-reviewed outputs—without requiring an expensive ERP replacement project.

  • Source-awareOriginal files remain unchanged.
  • Evidence-ledFindings link back to calculated outputs.
  • Clear about uncertaintyEstimates and caveats are labelled.

Request a scope review

Start with the business question—not the confidential data.

Tell us briefly what you are trying to analyse or reconcile. If the project is a fit, secure file-transfer instructions will be provided separately.

Initial enquiries should contain non-sensitive information only

Do not send confidential ERP exports, customer records, payroll or banking data, financial datasets, credentials, or other personal or confidential information through ordinary email.

Include the business question, approximate data size, source system, timing and desired output. Do not paste or attach source data.

If the form is unavailable, email a non-confidential project summary to contact@sapientiafinance.com. Secure file-transfer instructions are supplied after qualification.