Custom softwareand Oracle ERP andEPM Cloud services.
We build custom software for the accounting and finance teams of banks, brokerage firms, insurers, pension fund managers (AFP), retailers and corporates in Peru. We also provide Oracle ERP and EPM Cloud services and integrate them with the systems your company already uses. Our consultants have delivered projects across Peru and Latin America.
Situations we come across often
In all three cases the problem involves finance and technology at the same time. Our team covers both areas, which is why we can handle them without splitting the work between two vendors.
Regulatory reports are prepared by hand from system extracts, with little validation before filing and a dependence on one or two people.
The accounting close drags on because the core system and the general ledger record the same transactions under different criteria, and the differences only surface at month end.
Important control processes run on spreadsheets that grew over the years and that nobody dares to change any more.
Six services in three blocks
Finance, technology, and the management of the projects that need both.
Finance
For CFOs, chief accountants and general managers.
Accounting and finance
Accounting outsourcing, monthly close, financial analysis, assessment and improvement of accounting processes.
02Regulatory reporting
Reports to the SBS (Peru’s banking, insurance and pension fund regulator) and the BCRP (Peru’s central bank), generated from the system and validated before filing.
Technology
For IT, operations and finance teams that need systems that talk to each other.
Custom software and integrations
Web and mobile applications, core–ERP–accounting integrations, custom ERP and CRM, data conversion.
04Microsoft 365 automation
Power Platform and VBA for administrative, financial and control processes.
05Oracle ERP and EPM Cloud
Accounting Hub, close and reconciliations, profitability and planning for banking and insurance.
Projects
The service that ties the other five together.
AI applied to finance and operations
AI features where they cut manual work and the risk of error, on the platforms the institution already uses. Every implementation is validated with the institution’s own data and documented.
Regulatory report validation
Detection of outliers and of differences between periods before filing with the SBS or the BCRP, with the detail of which record causes them.
In Regulatory reportingReading documents and receipts
Data extraction from invoices, receipts and bank statements with AI Builder and Copilot Studio in Microsoft 365, reviewed by the team before posting.
In Microsoft 365 automationNative Oracle Cloud features
Anomalies in journal entries and reconciliations, predictive planning, document recognition in accounts payable, and close narratives. Activation, training with the institution’s data, and definition of controls.
In Oracle ERP and EPM CloudNatural-language queries
Assistants that answer questions about the general ledger, profitability by product or the status of the close, connected to the institution’s data and governed by your organization’s permissions.
In Custom software and integrationsWhat we have built
Solutions developed and implemented for financial institutions, brokerage firms, insurers, pension fund managers (AFP), retailers and corporates.
In Peru since 2017. Consultants with experience in six countries.
SAVI Partner Software is a Peruvian consulting firm of accountants, developers, IT architects and project managers. We serve clients in Lima and across the country, and remotely in the rest of the region.
How we work with you
Two ways of working, depending on who hires us.
Directly with your finance, operations or IT management
We usually start with an assessment of defined scope; from there we agree on the work, the timeline and the team.
- Progress shown through prototypes during the project.
- Documentation so your team can operate without depending on us.
- One named person in charge of each project.
Specialists on your team, under your brand
If your firm needs a specific profile for a project, we add it to your team under a confidentiality agreement.
- Per project, by the hour, or as reinforcement for your team.
- Remote across the region, on site for the milestones that require it.
- We hold no commercial relationship with your client.
What we learn on projects
Written by our team for finance and IT managers.
Automating Annex 15AI: what to validate before filing
The controls worth building into the generation of the daily liquidity position, and the errors the SBS detects most often.
Microsoft 365When to move an Excel solution to a platform
Criteria for deciding whether a VBA workbook should stay as it is, move to Power Platform, or become a system.
Accounting closeDifferences between the core system and the ledger: where they come from
The points in the process where the two records diverge, and how to address them at close.
Tell us about your case
If you would rather start with an assessment, we offer a two-week one on accounting and reporting processes, with scope and price defined before we begin.
Monday to Friday, 9:00 to 18:30 · Saturdays, 9:00 to 12:30