Case Study


A unit of a Multinational Conglomerate, which at the time held $77 billion in assets and was a leading provider of credit services to consumers, retailers and auto dealers in 36 countries around the world.


What Essatto Budgeting & Forecasting features were used?

  • Mutli-Scenario Budgeting & Forecasting
  • Self Service Reporting
  • Data Integration to Oracle



Company Size:


Integrations & Apps Used:



  • The business incorporated a significant number of entities (2561) and products (1,165) and needed an efficient means of allocating costs to these entity/product combinations to facilitate product profitability.
  • All management reporting, budgeting and re-forecasting were undertaken via a myriad of spreadsheets and in this environment, it was not possible to get down to the necessary level of detail the business required.
  • Preparing all these various spreadsheets was time-consuming with dependency on a number of key individuals for the delivery of these outcomes.

Solution benefits

  • Monthly regional consolidation across 11 countries was achieved. 
  • Facilitated the production of product profitability and cost allocation for actuals, budgets and forecasts.
  • Enhanced the organisation’s ability to produce budgets and forecasts across multiple scenarios.
  • Removed key-man risk by centralising/automating the organisation’s intellectual property.
  • Facilitated self-service reporting by business users, including management reports, KPIs and actual versus budget variance analysis.

No. of Countries


No. of Entities


No. of Centres


No. of Products


No. of Products


With Essatto, business was able to easily allocate costs to Entity/Product Combinations to facilitate Profitability.