Our services
Please find below all the disciplines in which the Finengy Advisory teams are involved.
In the second and third sections of this page, you will also find opinions published by our clients and examples of our assignments by practice.
If you would like to contact us, please see our contact details on this page.
OUR KNOW-HOW
Mastery of the accounting and financial function
-
Reporting production:
-
IFRS & Consolidation;
-
Reporting Solvency II (QRT), ENS and narrative reports (SFCR, RSR);
-
CSRD Reporting;
-
Outsourcing of IFRS accounts and Solvency II;
-
Technical accounting insurance;
-
Investment accounting;
-
Insurance taxation, VAT group.
-
-
Automation of reporting on Power BI
-
Implementation of reporting tools
-
Implementation of new regulations:
-
IFRS 17 - Insurance contracts;
-
CSRD - Corporate Sustainability Reporting Directive
-
IFRS 9 - Financial assets;
-
ICS reference - Prepare the financial impacts, the GAP analysis Data and system.
-
Transformation of systems
-
IT System Migrations:
-
Support for all migration cycles (data preparation, quality control, switch over and validation).
-
-
System efficiency audit:
-
Fast Close mission and validation of the 4 pillars of efficiency: optimization of resources * time * reliability * compliance with standards and regulations.
-
-
Industrialization and automation of reporting:
-
Application of the Finengy Advisory methodology (reducing dependence on ERPs and implementing a centralized Data Warehouse for all services).
-
For each of these disciplines, Finengy offers interim management services
Risks, Controls
and Compliance
-
Support for internal control:
-
Optimization, rationalization of risk mapping and control plan;
-
Outsourcing of internal control;
-
Preparation of regulatory reports.
-
-
Management of regulatory developments:
-
Analysis of the new obligations and their impacts (SOX, Sapin 2, LCB-FT...)
-
Support for transformations;
-
Establishment of control matrices and operational implementation.
-
Accounting expertise
-
Finellema is an accounting firm of the Finengy Advisory Group registered with the Order of Chartered Accountants:
-
Presentation of accounts, Limited review and contractual audit for all commercial and civil companies:
-
SMEs and very small enterprises;
-
Liberal and Independent Professions.
-
-
100% digitized and dematerialized offer on Pennylane and Power BI:
-
Implementation set up Pennylane
-
Web portal and smartphone application;
-
Monthly income statements and balance sheets;
-
Activity tracking and key indicators;
-
Monthly exchanges with the Leaders.
-
Trainings
-
Finengy Advisory regularly organizes training sessions related to the other four practices.
Here are the latest published opinions on Finengy Advisory's services
The opinions and ratings of our services presented below are collected automatically by the access provided to each of our customers.
This approach is both necessary to our ongoing drive for improvement, and to demonstrate the success of our efforts.
At the end of each assignment carried out by the Finengy Advisory teams, an opinion email is sent to each of our clients. We do not modify or withhold any opinions.
We remind all our customers that they can log on to their dedicated space to write their testimonials.
Customer ratings
Average rating
*****
5/5
Our customers' feedback is an encouragement to us to pursue our missions according to a systematic procedure that combines quality of service, responsiveness and listening to the customer:
-
The versatility of the Consultants' skills and systems,
-
In-depth knowledge of insurance systems,
-
A strong BI and automation dimension,
-
Weekly progress reviews between the Partner and Consultant,
-
An informal discussion every fortnight between the Associate and the Customer Manager,
-
A formal monthly review with the Customer Manager to assess the assignment.
Sandrine
12th May 2025
Rating
*****
5/5
I'm very satisfied with ******. He's a real asset to the team and is much appreciated by everyone. He has integrated very well into the team and has excellent interpersonal skills.
Sylvie
20th June 2024
Rating
*****
5/5
***** was able to manage all the activities entrusted to it, on time and with the expertise expected. ***** also kept a critical eye on certain processes, improving and/or summarising them to get straight to the point without losing quality or important data. ***** was able to integrate perfectly into the team and maintained good relations with each member of staff. I'd like to thank him warmly for his commitment, his availability and his responsiveness during busy periods. It's always a pleasure to work with him.
Sylvie
9th June 2023
Rating
*****
5/5
The Finengy Advisory consultant fitted in very well with the team and was able to be present for all the issues for which he was responsible. But he has also been able to keep a critical eye on some of our processes that could be improved. It's a real pleasure to work with him every day. He has been a great help.
Boris
5th June 2023
Rating
*****
5/5
"Charles and his team showed remarkable commitment. From an organisational point of view, the project underwent several changes of approach, which were successfully completed thanks to the tenacity of the FINENGY team. From a technical point of view, the FINENGY team's strong mastery of IT systems and Power BI made it possible to overcome the shortcomings of the internal systems.
The relationship between the various functions (actuarial, accounting) at Allianz Partners and Allianz Groupe was very well supervised.
A big THANK YOU to Charles and his FINENGY team, who also remain available for after-sales service."
François
5th June 2023
Rating
*****
5/5
The service lived up to our expectations!
Matthieu
8th october 2022
Rating
*****
5/5
We have called on Finengy's accounting expertise on several occasions and are very satisfied. The consultants are experts in their field, have a real customer focus and are able to suggest solutions and process improvements.
I highly recommend Finengy.
23th septembre 2022
Pascal
Rating
*****
5/5
Finengy provides us with invaluable support and assistance in our closing work. Its professional and competent teams meet our needs in the areas of taxation, consolidation, IFRS and Solvency II.
All stages of the work are explained and shared with our accounting and finance department.
We very much appreciate this transparency, which is essential for a closing.
Christophe
22th septembre 2022
Rating
*****
5/5
We called on Finengy to set up Solva II at the very beginning of the project. The people involved were all highly professional and committed, and they compiled the work files for drawing up the main SII statements and checking them. We have also used this firm to manage accounting projects such as company mergers and the implementation of FRPS accounting and their QRTs.
We have always been very satisfied with the work carried out, the people involved know the tools and are up and running and autonomous very quickly. The firm's manager has always listened to us and knows perfectly well how to meet our expectations by providing us with the right person. He also knows how to be flexible in terms of the availability dates of his colleagues and respond quickly.
We work very regularly with Finengy.
22th septembre 2022
Lucie
Rating
*****
5/5
Finengy has been providing us with its expertise for more than 3 years, assisting us with various projects related to Solvency 2 and as part of our quarterly productions. In addition to its business expertise, the team is always ready to listen and improve the services it provides. Charles GAUTIER, founder of Finengy, is committed to finding the most appropriate solutions. If you're looking for a dynamic, willing and professional consultant, then you'll be making the right choice by choosing Finengy.
They trust us
Examples of assignments
FA opinions
Please find below the latest assignments undertaken by the Finengy Advisory teams. The assignments are presented by period and by practice.
2025
SAP S/4HANA project implementation
Organisation of parallel runs
Change management
2024
MOA & Accounting and tax production
Assistance with the closing of quarterly and annual accounts IFRS 17
2023-2024
Automation with Power BI
Reporting to monitor expenditure committed/budgeted/realized using Power BI
Integration of data from the accounting and management control department
Implementation of access rules by department/region
2023-2024
Project owner & Accounting and tax productions
Setting up a VAT group.
Upgrade of accounting and tax tools.
Implementation of an expense report tool.
2023-2024
Power BI automation
Power BI automation of Management Control activity dashboards.
2022-2024
MOA & Accounting production
Quarterly and annual IFRS and SII statements, OBS run IFRS 9 & 17.
2022-2023
Automation by Data Ware
Receipt of DW automation for SII and ENS reporting.
2021-2024
MOA & Accounting production
Assistance with the statutory deferred tax and IFRS processes.
2021
Automation by Data Ware
Automation of provisioning rules via a data lake
Harmonisation of pre-analysis grids relating to the justification of accounts,
Automation of provisioning rules,
Follow-up and control of corrections,
Assistance with drafting specifications.
2021
Automation by Data Ware
Automating computer and accounting rejects
Analysing data quality,
Making data reliable and integrating it into a data lake,
Developing and automating correction processes,
Interpreting accounting rejects into accounting entries,
Producing reports.
2021
MOA & Accounting production
Support in setting up the ENS following the creation of a new company.
2021-2022
MOA & Accounting production
Interim management of the accounting department (2021 - 2022).
2020
MOA & Accounting production
Assistance with the creation of an FRPS entity, accounting and regulatory portfolio transfer, closing of accounts (2020 - 2022).
2020-2021
Interim Manager Accounting Department
Management of the Accounting Department and supervision of IFRS 9 and 17 implementation projects
2020
Automation by Data Ware
Management system migration following the creation of a new company
Portfolio transfer,
Support for the creation of a new entity
2020-2021
MOA & Accounting production
Assistance with the creation of an FRPS entity, accounting and regulatory portfolio transfer, closing of accounts (2020 - 2022).
2019-2023
MOA & Accounting production
Implementation of IFRS 17 and IFRS 9 (systems and business lines) - Stream Accounting System.