Proprietary Technology — LORIQ
Our own platform, LORIQ, extends analytical reach and accelerates insight for the businesses we serve.
04
Technology Solutions
Modern financial infrastructure, deployed with intent.
We bridge finance strategy and technical execution — selecting, integrating, and building the systems, automation, and analytics that turn financial data into decision-ready intelligence. Our proprietary technology, including LORIQ™, extends what a lean finance function can accomplish.
Overview
Technology should sharpen judgment, not add complexity.
The right systems, automation, and analytics turn financial data into intelligence leadership can act on.
Technology should make a finance function faster, clearer, and more decision-ready — not add complexity. We bridge finance strategy and technical execution, selecting, integrating, and building the systems, automation, and analytics that turn financial data into intelligence leadership can act on. Our proprietary platform, LORIQ, extends what a lean finance team can accomplish — always deployed with executive judgment guiding the tools.
Deployed with executive judgment — technology built to serve the decision, never replace it.
When We Help
When Clients Call Us
- Outgrowing spreadsheets or a legacy accounting system
- A close and reporting cycle that is too slow to be useful
- A portfolio company whose data and systems cannot support performance visibility or an exit process
- Exploring AI in finance without a clear, disciplined path
Facing a similar situation? Discuss your priorities with our senior advisory team.
Sectors
Industries Served
Agriculture
Construction
Manufacturing
Distribution
Real Estate
Healthcare
Professional Services
And More
What We Do
Typical Engagements
AI Workflow & Process Automation
Applying AI to remove manual effort from the close, reporting, and approvals so the team works on what matters.
Financial Dashboards & Business Intelligence
Dashboards and reporting that give leadership a single, trusted source of financial truth.
Reporting Automation
Automating recurring management, board, and lender reporting for speed and consistency.
Data Analytics
Turning financial and operational data into forecasting, anomaly detection, and decision-ready insight — with appropriate executive oversight.
Custom Technology Solutions
Selecting, integrating, and building the financial systems that fit the complexity and trajectory of the business.
How We Work
Our Approach
01
Assess
We map the current systems, data, and workflows against where the business is headed — and where technology can remove the most friction.
02
Design
We define the right architecture: which platforms to adopt, integrate, or build, and how automation and analytics should fit the finance function.
03
Implement
We deploy and integrate the solution — including LORIQ where it fits — with attention to data integrity and adoption.
04
Optimize
We refine dashboards, automation, and analytics over time so the technology keeps pace with the business.
What You Receive
Deliverables
Finance technology and systems assessment
Automation of close, reporting, and approval workflows
Executive dashboards and business intelligence
Data analytics, forecasting, and anomaly detection
LORIQ platform deployment and integration
Systems selection, integration, and implementation roadmap
Related Insights
Perspectives for This Practice Area
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Request a Confidential Consultation.
Connect with our senior advisory team to discuss your situation and explore how Perrin & Co. can help.
Commercial Banking
CFO Leadership
Big Four Experience
Proprietary Technology
Related Capabilities