Real-life situations. Documented analysis. Measurable outcomes.

/ Four term categories

Find what best suits your situation.

Expansion Feasibility

Capital Restructuring

CFO as a Service

$36M in investment halted before approval.

Acquisition offer valuation validated - Green light to buy.

14 months of continuity after the departure of the internal CFO.

Service company. The original model presented a valuation with suspected artificial inflation of future cash flow, requiring reformulation of the model and detailed analysis of the growth drivers.

A growing technology company. The abrupt departure of the CFO created a gap in institutional memory. Sorens took over the budget cycle and preserved the management schedule and reporting flow.

Civil construction project. The demand assumptions projected by the manager did not withstand sensitivity analysis. The investment was reformulated on a revised scale, preserving liquidity.

Methodology: financial model audit, cash flow reconstruction, delivery of a board-ready report in 12 days.

Methodology: structured context onboarding, monthly reporting governance, documented handoff to internal successor.

Methodology: assumption stress-testing, scenario modeling, breakeven point analysis revised for the board.

Implementation and maintenance of AI agents for your financial routine.

The world is changing, and Sorens is your ideal partner to keep up with those changes.

Automation: speed, precision, and low cost.

Sorens is equipped with a multidisciplinary team to create, implement, and monitor the automated management of AI Agents for your financial routines, from basic tasks to strategic reports. All this with the customization your company needs.

Methodology: No ready-made solutions. At Sorens, we sit down with the manager, understand the processes and specific demands of each client, and then develop customized solutions to meet their needs. At the end of the implementation, you will have unique AI agents, developed and trained to handle your company's routines.

+ What each case documents

Premises set forth. Decision recorded.

Each mandate begins by identifying the gap between the existing model and the reality of the available data. We document the discrepancy before making any recommendations.

The result delivered to the board includes the revised model, the rationale for each altered assumption, and the range of residual risk—not just the conclusion.

Did you identify the problems in your company's financial management here?

Se você reconheceu o perfil de algum dos casos, uma chamada diagnóstica de 30 minutos define se há análise a fazer — sem compromisso de contratação.