Entering scope
Opening the field
StoneRose wanted a cleaner way for finance teams to understand cash, plan ahead, and act faster. Instead of relying on manual spreadsheets and scattered reporting, SCOPERR helped shape SLOS into a SaaS product where treasury workflows, dashboards, approvals, exports, and alerts work together in one place.
Treasury teams often depend on spreadsheets, manual report updates, email follow-ups, and slow approval loops. Many competing workflows still need people to collect files, clean data, refresh reports, send exports, and track changes by hand. StoneRose wanted SLOS to feel different: a SaaS product where the core work is structured, automated, secure, and ready for AI support.
SCOPERR helped StoneRose turn its treasury knowledge into a product system. We shaped the user journeys, built secure workspace flows, added role-based access, created upload and export workflows, connected reporting experiences, and designed the platform so future AI features can support cash review, forecasting signals, and decision-making without exposing unnecessary complexity to users.
SLOS became a practical SaaS platform for treasury teams. Users can access reports, upload data, manage workspace members, export outputs, receive updates, and track activity from one product. The experience reduces manual effort and gives StoneRose a stronger foundation to scale its treasury service into a software-led business.
StoneRose can now offer more than advisory support. SLOS gives the company a repeatable SaaS product that can serve more teams, reduce manual delivery work, improve client experience, and build a stronger path toward AI-assisted treasury intelligence.
Build system
Multi-phase product build and launch readiness
Finance & Treasury
Product views
A focused admin area where workspace owners can manage members, invites, roles, and access decisions without needing technical support.
A report viewing experience designed to make treasury data easier to access, with clear navigation between reporting areas and controlled access based on the user’s plan.
A guided upload flow that helps users select the right reporting area, submit files, track progress, and understand validation results.
Teams can prepare and access export outputs from inside the product, making reporting easier to share and easier to track.