Insights Consulting LLC and AFinwise: Transforming Financial Management Through Technology

Tbilisi, Georgia - AFinwise, a leading financial consulting company, and Insights Consulting LLC are pleased to announce the successful completion of a comprehensive CRM and Data Warehouse development project. This collaboration marks a significant step toward digital transformation in the financial consulting sector, empowering AFinwise and its clients with real-time data insights and automation.

Project Overview

The project’s primary goal was to create a centralized digital ecosystem that connects client companies, financial data, and analytical tools in one powerful platform. Designed with flexibility and precision, the new system supports AFinwise’s mission of delivering accurate, data-driven financial advisory services.

Key Modules and Functionalities

The custom-built system integrates essential tools to streamline data management and analysis across AFinwise’s operations:

• Dashboard & Analytics: Real-time visualization of key financial metrics and performance indicators.

• Activity Log: Transparent tracking of all user actions to ensure accuracy and accountability.

• Users & Roles Management: Secure access controls and permission-based functionality for staff and clients.

• Financial Statements Module: Automated upload, storage, and analysis of balance sheets, income statements, and cash flows.

• Financial Ratios & Benchmarks: Dynamic ratio calculations and industry comparisons for performance evaluation.

• Charts, Widgets & Metrics: Customizable visual elements that turn raw financial data into clear, actionable insights.

• Reporting Periods Management: Structured handling of quarterly and annual reporting cycles.

• Company Files & Data Repository: Centralized storage for reports, contracts, and supporting documentation.

• Companies List Module: Organized overview of all client profiles and their financial performance dashboards.

Impact and Benefits

Tamar Khutsishvili, Managing Partner at AFinwise, commented:
“With this platform, we’ve significantly improved the way we interact with our clients. They can now access their financial statements and dashboards online, review trends, and make informed decisions instantly. It’s a milestone in how we deliver financial consulting services.”

Giorgi Kobeshavidze, CEO of Insights Consulting LLC, added:
“AFinwise sets a new standard in financial consulting by embracing technology. Our collaboration focused on precision, usability, and automation - key components of modern financial management.”

Key benefits of the project include:

• Real-time access to financial data and dashboards

• Improved accuracy in financial reporting

• Enhanced client transparency and trust

• Streamlined collaboration between consultants and client companies

• Foundation for data-driven strategic decision-making

About AFinwise

AFinwise is a financial consulting firm dedicated to supporting businesses at every stage of growth. Combining market expertise with advanced analytics, AFinwise helps organizations strengthen financial performance and achieve sustainable success. The company’s services range from day-to-day financial management to long-term strategic planning.

About Insights Consulting LLC

Insights Consulting LLC specializes in custom ERP and CRM systems, automated reporting solutions, and data warehouse development. The company’s mission is to help organizations optimize their workflows, improve accuracy, and enhance decision-making through advanced technology.

Looking Ahead

AFinwise and Insights Consulting LLC are excited about the success of this partnership and the transformative impact it brings to the financial consulting industry. Both teams are already exploring opportunities to further expand the system with predictive analytics, AI-driven insights, and client performance forecasting tools.