Cin7 done right: how a CFO-COO aligned partner unlocks real ROI

Cin7 not paying off? Discover how a CFO–COO aligned partner delivers faster ROI, seamless integrations, and growth-ready systems.

SYSTEMS AND SOFTWARE

Jaco Roets

8/18/20252 min read

Cin7 done right: how a CFO-COO aligned partner unlocks real growth

Jaco Roets, Co-founder & CEO @ Fiskal

How dual finance & ops expertise makes your ERP pay off

Why most Cin7 implementations miss the mark

Cin7 ERP is a powerful engine for inventory, sales, and finance, but too many businesses only see half the potential.

The reason? Most implementations speak only one language: finance or operations. Rarely both.

When CFOs and COOs aren’t aligned on ERP strategy:

  • Data becomes unreliable because the Chart of Accounts isn’t mapped for operational reality.

  • Stock levels mislead, triggering overstocking, stockouts, and firefighting.

  • Systems don’t sync, creating endless reconciliation headaches.

  • Month-end close drags from days into weeks while teams argue over “which numbers are right.”

Your ERP should be your growth engine, not your daily bottleneck.

The hidden cost of CFO-COO misalignment

Picture this: it’s month-end.

Finance is racing to close the books, but Cin7’s inventory numbers don’t match accounting. The COO swears the counts are right. The CFO insists the financials disagree.

Deadlines slip. Reports lose credibility. Decisions stall while competitors move faster. Meanwhile:

  • Sales overcommit because stock data is wrong.

  • Unsold inventory ties up cash flow.

  • Automation opportunities vanish because no one “owns” the full ERP picture.

This is how ERP projects quietly bleed ROI.

The solution: a partner fluent in both finance & operations

We’ve seen it too often: companies invest in Cin7 but only unlock half its power. The difference? A partner fluent in both finance and operations.

That’s where Fiskal comes in. We make Cin7 work for both the CFO and COO, aligning financial precision with operational efficiency so your ERP fuels growth, not frustration.

  1. Finance-First ERP Setup

    Configured around your Chart of Accounts, margin tracking, and cash flow needs, so every report is accurate, timely, and decision-ready.

  2. Operational Optimization

    Workflows aligned with your COO’s priorities: BOMs, POs, demand planning, and kitting, so you can scale without chaos.

  3. Seamless System Integration

    Clean, reliable data from fully synced accounting, eCommerce, and 3PL tools. No more sync errors or endless CSV uploads.

  4. Ongoing ERP Health Checks

    Quarterly audits to keep performance sharp, surface new automation opportunities, and prevent regression.

Proven ROI: real client stories

Revival Tea Company
Before: Manual POs, no SKU forecasting, constant overstock.
After: Cin7 demand planning, automated POs, and full financial integration, cutting inventory costs by 25% and delivering accurate, real-time reporting.

Safety First
Before: Chaotic quoting, manual inventory tracking slowed deals.
After: BOM setup, quoting workflow upgrades, COA realignment: faster quotes, higher margins, fewer bottlenecks.

Me&B
Before: Duplicate SKUs, manual label printing, confusing bin logic.
After: Streamlined bin system, barcode workflows, and clear role ownership: faster shipping, fewer errors.

Cin7 implementation self-audit checklist

If your partner isn't doing these, your ERP ROI is at risk:

Mapped your Chart of Accounts for margin & cash flow tracking
Quarterly ERP health checks post-go-live
Fully integrated Cin7 with accounting, eCommerce and 3PL systems
Proven ROI-driven case studies in your industry
Fluent in CFO-level finance and COO-level operations

Act now: stop letting your ERP drain ROI

Your ERP should be making you money, not costing you opportunities.

In just 30 minutes, our free Cin7 Health Check will uncover leaks in your setup and show you exactly how to fix them.

Schedule my Cin7 Health Check
Read more on Cin7 best practices

Fiskal, your integrated financial & operational partner for Cin7 ERP success.

Watch our video about Cin7 Core

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