QuantumPE

Written By Omprakash Das

80% Reduction in Manual Errors, Real-Time Financial Reporting, and SOX-Compliant Automation — CloudPaths Modernizes QuantumPE’s Financial Backbone with NetSuite

Client: QuantumPE
Industry: Private Equity & Financial Services
Operations: Multi-entity, intercompany financial structure
Platform: NetSuite Advanced Financials, SuiteTalk REST APIs

Business Transformation Overview

QuantumPE, a dynamic financial services firm, operated a highly intricate intercompany structure with multi-entity reporting, third-party integrations, and stringent compliance requirements. Manual processes and fragmented systems created inefficiencies, audit risks, and delayed reporting cycles.

CloudPaths streamlined QuantumPE’s financial operations by deploying NetSuite Advanced Financials, automating system integrations, and embedding audit-ready workflows that scale with growth and regulatory needs.

Key Challenges

  • Complex Intercompany Structure: Multiple entities and intercompany relationships required custom reports and synchronized data flows.

  • Compliance Pressure: Needed strict enforcement of SOD (Segregation of Duties) and SOX compliance across users, roles, and workflows.

  • Manual, Error-Prone Processes: Manual reconciliation and lack of automation led to inefficiencies and risk of reporting inaccuracies.

CloudPaths Solution

  • NetSuite Advanced Financials Deployment: Configured for intercompany transactions, consolidated reporting, and financial compliance.

  • Third-Party Integration via SuiteTalk REST APIs: Connected external systems to NetSuite to centralize financial data and improve process speed.

  • Role-Based Controls & Approval Workflows: Designed SOD-compliant roles, layered approvals, and automated validation logic to ensure audit readiness.

Business Impact

  • 80% Reduction in Manual Errors: Automation across data entry, reconciliation, and approval cycles minimized financial inaccuracies.

  • Real-Time, Multi-Source Financial Reporting: Integrated data streams provided leadership with accurate, timely dashboards and insights.

  • Stronger Compliance & Governance: Role-based access and automated controls ensured full SOX alignment and operational integrity.

  • Cost & Effort Savings: Standardized workflows across entities reduced overhead and enabled faster month-end close.

Outcome

CloudPaths delivered a scalable and compliant financial operations platform for QuantumPE—eliminating manual work, enabling leadership visibility, and supporting future M&A expansion with confidence.

Omprakash Das
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