Pangea Strategic Advisor

Pangea Financial Operations Platform

Connect financial operations with the decisions that shape the business.

Pangea brings financial reporting, transaction diligence, governance, scenario planning, and payroll operations into a connected portfolio that works with your existing business systems.

Finance Command Center

Fictional data

Connected

Financial context

Source-linked · Role-aware

Business challenges

Finance teams need connected information, controlled workflows, and clearer decision support.

Select a challenge to see the affected roles, potential business effect, and relevant product response.

Pangea Pulse

Fragmented financial reporting

Financial data may be distributed across accounting platforms, spreadsheets, bank accounts, and operational systems.

Who experiences it

CFO, Controller, FP&A

Business effect

Reporting cycles can slow while teams reconcile sources.

Product response

Map approved sources into traceable reporting and reconciliation views.

Measures to monitor

Close statusMapping exceptionsSource freshness

Product portfolio

One platform context. Five focused product experiences.

The selected product controls the overview, buyer challenges, workflow, personas, capabilities, demonstration, analytics, integrations, and professional-review controls.

Immediate priority

Turn approved finance and operating information into a current, traceable management view.

Pangea Pulse connects approved accounting and operational information to provide finance leaders with current reporting, cash visibility, KPI monitoring, and management insights.

Cash positionMonitor
13-week outlookExplain
Budget varianceReview
DSOTrace

Open actions

  • Review three mapping exceptions
  • Approve downside scenario
  • Resolve two aging items

Illustrative model — not financial advice or a customer forecast.

Connected portfolio

Information moves through configured connections and permissions.

Select a relationship to inspect the exchanged information, owner, approval, source, frequency, and audit record.

Shared platform

Workflow · identity · audit history

Pulse

Financial Intelligence

Direct

Due Diligence

Payroll

Payroll

Scale

Strategic Planning

Shield

Risk, Governance

Configured information flow

Payroll → Pulse

Information exchanged
Approved payroll expenses and journal information
Responsible owner
Payroll administrator / Controller
Required approval
Payroll and posting approval
Source system
Approved payroll and general ledger systems
Frequency
Per approved pay cycle
Audit record
Mapping, batch, reviewer, and posting record

Information does not flow without configured integrations and permissions.

Role-based experiences

A shared financial context, shaped around each responsibility.

Selected experience

CFO

Review cfo decisions using source-linked measures, assigned workflows, and recorded approvals.

Relevant products

PulseShieldScale

Approval responsibility

Limited to configured role and entity permissions; consequential decisions remain with authorized personnel.

Governed AI assistance

AI assistance grounded in approved financial information.

Commercial, open-source, or frontier models may be used based on customer architecture, permissions, and governance.

Summarize financial trends
Explain material variances
Classify transaction documents
Prepare a cash-flow narrative
Identify missing diligence items
Suggest adjustment categories
Draft control-test summaries
Organize audit requests
Prepare scenario commentary
Draft payroll exception summaries

01

Approved source information

02

AI-assisted analysis

03

Source-linked draft

04

Professional review

05

Authorized decision

06

Recorded outcome

Authorized context

Limit analysis to permitted data, products, and entities. External-model training on customer data requires authorization.

Traceable drafts

Identify generated content as draft, retain source links, and record model and prompt versions where configured.

Human decision

Require professional review and capture corrections, overrides, and the authorized outcome.

AI assistance does not provide legal, tax, accounting, payroll, valuation, or investment advice. It does not autonomously post entries, file taxes, approve payroll, certify controls, or finalize valuations.

Executive portfolio dashboard

A decision view across finance operations.

Filter the fictional portfolio view, then open a measure to inspect its source and review status.

Portfolio / Executive view

Updated 09:42 · Fictional

Source inspection

Cash position

Consolidated · Q3 2026 · Approved fictional source set

Source: sample ledger / scenario v3

Assumption: current approved case

Exception: reviewer assigned

Illustrative analytics — not Pangea or customer results.

Security and governance

Configurable controls for sensitive financial and workforce information.

The Pangea platform provides configurable controls that can support an organization’s security, privacy, financial governance, and recordkeeping requirements.

Role-based accessLeast-privilege configurationMultifactor authentication supportSingle sign-on integrationEncryptionData maskingEntity-level accessApproval controlsSegregation-of-duties supportRetention configurationAudit historyIntegration monitoringEnvironment separationBackup and recoveryData-residency configuration

Control configuration does not guarantee compliance with GAAP, SOX, ICFR, tax law, payroll regulations, securities law, or another requirement.

Platform-neutral architecture

Fit the customer’s approved technology environment.

Actual components depend on customer architecture, data readiness, jurisdiction requirements, and approved technology standards.

Selected layer

Experience Layer

CFO dashboard · Finance workspace · Deal workspace · Risk and audit workspace · Planning workspace · Payroll portal · Executive reporting

Integration ecosystem

Integration categories, not assumed connectors.

Connections use approved APIs, webhooks, events, secure files, middleware, or batch patterns. Named source-system examples require scope confirmation and are not represented by logos.

General ledger and accountingERPBanking and treasuryAccounts receivableAccounts payablePayrollHuman resourcesCRMBillingExpense managementDocument managementElectronic signatureTax and statutory filingData warehouse and analyticsIdentity and access

Source authority

Approved source systems remain authoritative where appropriate.

Customer ownership

Customers retain ownership of financial and workforce information.

Connection evidence

Production readiness is stated only after connection scope and testing are documented.

Modular adoption roadmap

Start with one priority. Extend through governed increments.

Phase 1

Connect the Finance Foundation

  1. 01Select a priority product
  2. 02Connect approved source data
  3. 03Define roles and controls
  4. 04Establish baseline reporting
  5. 05Validate source reconciliation

Sequence and timing depend on customer priorities, data readiness, jurisdiction requirements, and implementation scope.

Product and service model

Keep software, implementation, operations, and professional advice distinct.

Product Subscription

Reusable capabilities, configurable workflows, dashboards, reports, data structures, integration patterns, documentation, and approved product updates.

Implementation Services

Discovery, architecture, configuration, data mapping, integration, migration, testing, training, deployment, and readiness support.

Managed Services

Production support, monitoring, release coordination, data-quality assistance, reporting support, configuration changes, integration support, and operational optimization.

Professional Advisory Services

Accounting, transaction, valuation, strategic planning, risk and control, payroll, and tax support provided under a defined advisory scope.

Why Pangea

Connected where context matters. Modular where priorities differ.

01

Five connected finance products

Focused workspaces share platform services and a governed financial context.

02

Modular adoption

Begin with an immediate priority and add products as needs evolve.

03

Shared financial context

Reuse approved structures, roles, and source relationships across workflows.

04

Source-level traceability

Connect measures, assumptions, exceptions, and drafts to supporting records.

05

Configurable professional review

Place authorized review before consequential accounting, payroll, control, valuation, or planning decisions.

06

Platform and deployment flexibility

Fit approved public cloud, private cloud, on-premises, or hybrid architecture.