Future is Data provides digital solutions for the finance industry, helping businesses automate financial management and tracking tools. Its flagship platform, D360, centralizes data and task management while reducing administrative tasks by 60% and increasing revenue per full-time employee by 15%. The solution is built on Microsoft technologies and integrates with existing tools like Sage and LBR.
- Artificial Intelligence
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
Finance industry businesses often rely on manual, fragmented administrative processes that consume significant team time and increase the risk of errors. Decision-makers lack a consolidated, real-time view of operations, making it difficult to make informed strategic choices and manage workflows efficiently.
Solution
Future is Data offers D360, a collaborative digital platform for data centralization and task management designed specifically for the finance industry. The solution digitalizes and automates administrative tasks, freeing up team time and minimizing potential errors. D360 centralizes information to promote collaborative work while giving managers a real-time overview of ongoing tasks. Clients benefit from a dedicated portal to upload and review documents, and the platform is built on Microsoft technologies, making it customizable to each business's specific needs.
Target Audience
Primary customers are small and medium-sized businesses in the finance industry, including operational teams, managers, and decision-makers who need to streamline financial workflows and improve oversight.
Features
- Centralized client management with quick client selection, editable legal information, customizable staffing roles, and CRM synchronization
- Automated task management that allows team leaders to delegate tasks, track progress, and maintain history, with autonomous generation of recurring tasks like onboarding and billing
- Document management with centralized mailroom filtering, task creation linked to documents, full-text search, metadata editing, and offline access via OneDrive
- Dedicated client portal for document upload and review
- API integrations with existing tools including Sage, LBR, and Microsoft products
- Custom development support for creating additional modules tailored to specific business requirements