90-Day Finance Transformation Roadmap.

A practical, phase-by-phase roadmap for transport & logistics groups ready to move from intuition-managed to investor-ready — without replacing your TMS. Based on real implementations for multi-entity intermodal operators.

↓ Download the full roadmap

FP&A domains
scored

Days to first
results

15+

Audits behind
the benchmark

Target monthly
close

01 What's behind this roadmap

Not theory. Built from real transport group implementations.

This isn't a generic finance framework. Every recommendation comes from production systems we've built for logistics operators — including multi-entity intermodal groups.

Benchmark

5-day month-end close

The target we hold logistics clients to. From 3–4 weeks of manual reconciliation to a 5-day close with consolidated Group P&L. It is achievable — and the roadmap shows how.

Architecture

TMS ↔ Accounting best practices

Proven data-flow patterns for connecting your TMS (PasCom, NovaTracking, Trans.eu, or equivalent) with your GL — including dimension mapping, automated invoice flow, and reconciliation controls.

Real CoA

Based on a CoA we've implemented

The unified chart of accounts structure is based on a real implementation for a large intermodal transport & logistics company — not a textbook template. Class 4/5/7 with analytics by segment, vehicle, and cost centre.

Ready to deploy

Finance workflows ready to implement

Specific workflows the roadmap unlocks: per-vehicle margin, segment P&L, monthly IC consolidation, investor-ready Group reporting. Each mapped to a clear implementation path.

02 Who it's for

Built for the people making the call.

Written for the specific moment when a logistics group moves from founder-mode to investor-grade.

CFOs & Finance Directors

Who know the gaps exist, need the language, the benchmark score, and the 90-day plan to get board buy-in and budget approval.

Owners at the inflection point

Whose company grew on intuition and fast decisions. Now PE is calling or M&A is on the table — this is the gap that separates family business from investment-grade.

Finance teams in PE-backed groups

Whose investor expects a consolidated P&L by the 5th of every month. Currently on the 20th, pulling data from 5 systems manually. This closes that gap structurally.

Not for you if...

You're looking for generic finance best practices or a tool that works for any industry. This roadmap is built on the specific patterns of transport & logistics groups — multi-entity structures, fleet economics, intercompany transport services, port handling segments. Outside that context, many recommendations won't apply.

03 Download the roadmap to

Five things you'll actually walk away with.

No filler. Every page answers a specific question a CFO or owner needs to answer before talking to an investor.

01

See exactly where your group scores across 6 FP&A domains — against the incro benchmark for transport groups.
02

Identify your top quick wins achievable in 30 days — without touching your TMS.
03

Understand why margin per vehicle, segment P&L, and consolidated Group P&L are structurally out of reach today — and what to fix first.
04

Walk into a PE or M&A conversation knowing which gaps investors will find — and how to close them before they do.
05

Get a phase-by-phase 9-month action plan with priorities so your team knows what to build, in what order, and why.

From intuition-managed to investor-ready.
In 90 days.

Download the full roadmap. Run the 6-domain scorecard against your group. See exactly which 90-day actions will move the needle most.

↓ Get the roadmap — free

90-Day Finance Transformation Roadmap.

Not theory. Built from real transport group implementations.

Built for the people making the call.

Five things you'll actually walk away with.

From intuition-managed to investor-ready.In 90 days.

From intuition-managed to investor-ready.
In 90 days.