Data Analytics & Transformation Solutions

At Whitley Penn, we implement cloud-based solutions, enabling organizations to continually close books, run scenario forecasting, and complete budget cycles in an efficient and integrated manner. Using a unique mixture of technologies based on your company’s needs, we can offer immediate value in areas such as consolidations, budgeting, forecasting, and reporting.


Your end-to-end provider in Enterprise Performance Management, Assisting with:

  • Managed Services
  • Application Development
  • Application Implementation & Integration
  • Application Maintenance & Support

We Aim to Deliver Value to Help Your Organization:

  • Increase consistency and accuracy of corporate financial reporting and analytics
  • Establish a vision for a single, finalized evaluation of financial data
  • Enhance visibility to analyze corporate financial information using applicable resources
  • Improve integration and coordination of financial analytics solutions across multiple platforms
  • Allow for more agility than on-premises application for software maintenance and updates
  • Enhance your after-sales customer experience
  • Capture a significant cost savings as compared to prior on-premises consolidation software

How we Deliver

We believe that exceptional people produce exceptional results. Our IT consulting engagements are driven by certified technicians with functional skill sets around financial planning and analysis tools. Our consultants are comprised of expert practitioners who commit to our client success.

We combine end-to-end solutions with delivery with a flexible engagement model that gives our clients access to the very best talent and technology in the marketplace. With the ability to shift approach and scale as project needs change, our focus on flexibility and adaptation ensures client satisfaction from start to finish.

Our SaaS Partners & Other Solutions

Enterprise Performance Management (EPM)

Implementing or transitioning to an enterprise performance management or corporate performance management platform can be a daunting task. Whitley Penn's experienced solutions advisors are here to help navigate the project to streamline the build and implementation without business interruption. With extensive knowledge and experience, a comprehensive roadmap and process, Whitley Penn's Analytics practice can help you with time to value.

Integrations & Connectors

Whitley Penn's solutions advisors can help you connect your systems with iPaaS solutions to ensure your data is seamlessly feeding data to the proper data points, breaking down data silos, and solving for disparate systems, enabling you to make intelligible decisions with data you can trust.

Close & Consolidation Solutions

With consulting and advisory provided by Whitley Penn in conjunction with our technology partners' solutions, accounting teams can establish a single source of truth to evaluate their financial data into actionable insights that drive value to the organization. We do this by leasing solutions like Adra by Trintech that help you automate transaction mapping and reconciliations, streamline workflows, implement compliance controls, and more. Realize a continual, dynamic close while mitigating risk with Whitley Penn and Trintech.
Technology Solution BriefsResources

Want to learn more about our tech partners?

Click below to browse through our Technology Solution Briefs so you can get started on making a decision.
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Meet the team

Naveed Salman

CAAS Managing Director

Rajesh Yennam

CAAS Director

Jonathan Li

CAAS Solutions Manager

Sowmya Acharya

CAAS Director

Our Latest Thinking

In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.

We look forward to
working together

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Questions? Contact an advisor.

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It is our goal to offer you the best possible cleaning service available.


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