How Refractional Unified Their Budgeting and Reporting with Quantro

The Challenge

Refractional, a mid-sized financial services firm, was managing budgeting and reporting through a fragmented set of spreadsheets and tools. With teams spread across departments and regions, delays and miscommunication were common. Executives lacked real-time insight into financial performance, making strategic decision-making slower and more reactive.

Disconnected tools and scattered reporting workflows

Refractional, a financial services firm specializing in investment technology, relied on outdated spreadsheets and separate tools to manage their financial reporting and planning processes. This led to data inconsistencies and slowed down internal alignment.

Manual reporting was error-prone and time-consuming

Finance teams spent hours chasing numbers, consolidating spreadsheets, and formatting presentations. Small mistakes were common—and often went unnoticed until reports had already been shared with leadership.

Lack of a single source of truth

Because each department tracked finances independently, there was no central hub for live, reliable financial data. Leadership frequently had to rely on outdated numbers, which made strategic planning difficult and reactive.

The Solution

The team needed a centralized platform that could bring budgeting, approvals, and reporting into one streamlined workflow. They chose Quantro for its intuitive design, enterprise-ready features, and financial SaaS focus. Our team worked closely with Refractional to tailor a setup that reflected their internal hierarchy and approval flow.

A centralized reporting and planning platform

Refractional implemented Quantro to eliminate reporting silos and give every team access to shared, real-time financial insights. The goal was not just to speed things up—but to improve accuracy, consistency, and accountability across the board.

Collaborative reporting templates

With Quantro, the finance team created standardized templates for departments to input data in a consistent, controlled way. These templates fed directly into executive dashboards without the need for manual updates.

Always-on dashboards for leadership visibility

Refractional’s executive team now had access to key metrics at any time. Instead of waiting on monthly reporting cycles, they could check real-time dashboards to guide decisions and resource allocation.

Implementation

We rolled out the solution in phases—starting with core budgeting features, then integrating reporting and cross-department approval workflows. With custom roles and access levels, teams could easily collaborate without losing control over financial integrity. Training sessions were scheduled with each department to ensure smooth adoption and minimal friction.

Rollout led by finance with department input

Implementation started with the finance department configuring key reports and testing integrations with Refractional’s existing systems. They then worked with department heads to gather requirements and customize views.

Early wins drove cross-team adoption

Within the first week, teams started using the live dashboards during planning meetings and check-ins. The ability to reference real-time numbers directly in conversations helped demonstrate the platform’s value quickly.

Governance and access controls to protect data

Quantro’s role-based access model ensured that users only saw the data they needed. Sensitive information like executive forecasts or departmental spend was limited to authorized stakeholders, improving both security and trust.