Accelerate your business analysis, with the evidence attached.

Turn stakeholder conversations into project-ready direction.

Endiqo interviews your stakeholders, connects the evidence and drafts findings your team can review and use. One platform, from discovery to delivery decisions.

Follow stakeholder evidence through reviewed finding F-01 to an Executive Report, Project Deliverables and a Jira integration preview.

See your analysis
take shape.

Bring stakeholder perspectives together. Explore the evidence, review the findings and decide what comes next.

Finance Month-End Process Improvement

Start with a conversation.

Actual Endiqo Discovery chat showing a finance team manager describing month-end close and Endiqo asking a follow-up question. View full size

In this conversation, a finance team manager describes the monthly close and trial balance process. Endiqo asks which steps take the most work and where stress or delays occur.

Then see the perspectives come together.

Screenshot-based concept of Endiqo’s front-facing Convergence workspace, with Review Sessions behind a floating view of Emily Carter’s submitted stakeholder summary and 82% Discovery Strength. View full size

A recommendation your team can review.

The same project proposes a phased adoption approach, with supporting stakeholder evidence attached.

Generated
Actual Finance demo recommendation REC-019, Plan a phased, supported adoption approach, showing its summary, rationale, priority, next step, and supporting evidence from Kate Robinson, Daniel Nguyen, and Morgan Blake. View full size
REC-019Generated

Plan a phased, supported adoption approach

Sequence a pilot and rollout around close workloads, using finance champions and role-based training to reduce resistance to changed spreadsheet ownership.

Read rationale, next step and evidence
Rationale

Training cannot occur only during peak close, champions are needed for pilot and hypercare, and users may resist changes to familiar local spreadsheet responsibilities.

Priority

Medium

Suggested next step

Identify champions and assess which teams need hands-on training or briefing.

Supporting evidence
  • Kate Robinson: Reduce resistance caused by changing local spreadsheet ownership and responsibilities.
  • Daniel Nguyen: Improve upstream visibility of capital project changes.
  • Morgan Blake: Deliver a structured current-state assessment and practical target-state design.
View full-size recommendation in a new tab

From discovery to a user story.

See how Olivia Bennett’s input supports a story for this project’s month-end close.

Unreviewed
App-style view of the Finance demo user story Implement dashboards for close progress and blockers. It shows the story, acceptance criteria and three supporting evidence items from Olivia Bennett. Recreated from the supplied application screenshot. View full size
User storyUnreviewed

Implement dashboards for close progress and blockers

As a Finance Director, I want dashboards for close progress and blockers, so that executive visibility is improved and leadership can address issues proactively.

Read acceptance criteria and supporting evidence
Acceptance criteria
  • Dashboards provide real-time visibility into close progress, blockers, and readiness.
  • Finance leadership can access a single view of close status, owner, due date, and escalation paths.
  • Blockers are flagged early to enable timely resolution.
Supporting evidence from Olivia Bennett
  • Business goal: Improve executive visibility of close progress, blockers and readiness.
  • Need: A single view of close status, owner, due date, blocker and escalation is needed.
  • Pain point: Close status is gathered manually through emails and meetings.
View full-size user story in a new tab
“This solves so many problems for us”.
PMO Manager

Capture input from more stakeholders, more easily.

Give people a guided conversation to share their perspective, and bring their input together in one place.

Faster analysis.

Turn stakeholder input into evidence and findings, ready for your team to review.

Trace every output back to people.

Follow the evidence back to the stakeholders and conversations behind it.

Endiqo does the groundwork.
Your team makes the call.

Review and refine generated findings before using them. Keep the connection to stakeholder evidence visible, with access scoped to authorised projects.

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