FOR FINANCE & ACCOUNTING TEAMS

Financial Clarity
Without the Cleanup.

DataHaven delivers real-time, reconciled financial data across policy, claims, and operations—so your finance team can focus on insight, not clean-up.

The Finance Challenge

CFOs and Controllers face mounting pressure to deliver faster, more accurate financial reporting while managing increasingly complex data reconciliation processes.

Disparate Systems

Policy, claims, and reinsurance data scattered across multiple systems creates incomplete financial pictures and forces extensive manual reconciliation work.

Impact: Data accuracy and reporting speed

Spreadsheet Dependency

Heavy reliance on spreadsheets for reconciliation and reporting creates version control issues, manual errors, and audit trail gaps.

Impact: Process efficiency and compliance

Delayed Earned Premium Visibility

Limited real-time access to earned premium calculations and reserve movements slows financial close processes and impacts strategic decision-making.

Impact: Financial close speed and insight timing

Intercompany Transaction Tracking

Manual tracking of intercompany transactions and allocations across business units creates reconciliation bottlenecks and compliance risks.

Impact: Cross-entity reporting accuracy

These challenges compound during financial close periods, creating systemic delays and audit risks.

DataHaven eliminates manual cleanup work at its source

How DataHaven Supports Finance & Accounting

Eliminate manual cleanup work with real-time, reconciled financial data that enables faster insights and more accurate reporting.

Earned Premium & Reserve Tracking

Automatically calculate earned premium and track reserve movements at any level—entity, product, geography.

Real-time earned premium calculations
Reserve movement tracking by segment
Geographic and product-level analytics

Expense Ratio Visibility

Connect operational cost drivers to financial outcomes with drilldowns by LOB, channel, or segment.

Cost driver to outcome linkage
LOB and channel expense analysis
Real-time expense ratio monitoring

Financial Close Acceleration

Deliver trusted, reconciled data sets ready for journal entries and board reporting.

Pre-reconciled financial data
Automated journal entry preparation
Board-ready reporting templates

Cross-Entity Consolidation

Standardize reporting across multiple carriers, business units, and legacy systems.

Multi-entity consolidation
Standardized reporting formats
Legacy system integration

Audit-Ready Reporting

Maintain full data lineage and transformation logs to support SOX, internal audit, and external examiners.

Complete data lineage tracking
SOX compliance support
Auditor-friendly documentation

Reinsurance & Recoverables Oversight

Link ceded premium, treaty terms, and claims activity to track recoverables and ceded balances in real time.

Real-time recoverables tracking
Treaty terms integration
Ceded balance monitoring

Seamless Financial System Integration

DataHaven integrates with existing financial systems (SAP, Oracle, Epic) and core insurance platforms, delivering unified financial visibility without system replacement.

Governance & Collaboration

Enable seamless collaboration across Finance, Claims, Actuarial, and Risk teams with shared data governance and real-time visibility.

Unified Data Source

Work from the same data as Claims and Actuarial teams, eliminating version control chaos and ensuring consistent financial reporting across departments.

Single source of truth for all financial metrics

FP&A & Risk Team Support

Support Financial Planning & Analysis, reinsurance, and risk teams with consistent, real-time data access and shared analytical frameworks.

Consistent data for strategic planning

Real-Time Monitoring

Monitor assumptions, data freshness, and key financial metrics in real time with automated alerts for data quality and completeness issues.

Proactive data quality management

Data Governance Benefits

Shared Data Definitions
Consistent metrics across all departments
Version Control Elimination
Single source prevents data discrepancies
Real-Time Synchronization
Immediate updates across all teams
100%
Data Consistency
Across all departments

Measurable Results

Finance teams see immediate improvements in operational efficiency, reporting accuracy, and strategic decision-making capabilities.

Faster Financial Close

50%

Reduce monthly and quarterly close time by up to 50% with pre-reconciled data and automated reporting.

Target: Faster Close

Reduced Manual Reconciliations

80%

Eliminate thousands of hours spent on manual data reconciliation and spreadsheet management.

Target: Less Manual Work

Transparent Board Reporting

100%

Deliver audit-ready, board-quality financial reports with complete data lineage and confidence.

Target: Audit Ready

Combined Ratio Insights

Real-time

Gain deeper understanding of combined ratio dynamics with real-time expense and loss ratio visibility.

Target: Ratio Analysis

Typical Finance Team ROI

18
Months to ROI
Average payback period
300%
Efficiency Gain
In financial close processes
90%
Error Reduction
In manual reconciliations

Ready to Modernize Your Finance Operations?

Let's talk about how we can modernize your insurance finance operations—without ripping and replacing core systems. Focus on insight, not cleanup.

Finance Specialist

Speak directly with our finance platform experts

Schedule Call
Email Support

Get detailed implementation and integration information

finance@datahaven.com
8-12 weeks
Implementation timeline
No Rip & Replace
Works with existing systems
24/7
Support & monitoring