Yann Roger runs Bras Droit des Dirigeants, a firm specializing in financial support for SMEs in Brittany. His mission: to help business leaders steer their companies through rigorous and proactive financial management.
Since the Covid-19 crisis, cash flow has become a key issue. Companies, often faced with repaying state-guaranteed loans and cash flow pressures, are turning to Yann en masse to set up day-to-day monitoring systems. This need is all the more urgent as foresight has become the key to survival for many organizations.
Like many CFOs, Yann relied on Excel to produce his cash flow forecasts. But with the increasing number of requests and the need to respond quickly to his clients, the limitations of the spreadsheet became apparent.
"Excel has its limitations," admits Yann. Building forecasts took a considerable amount of time, discussions with managers dragged on, and each update required repetitive manual effort. It was impossible to respond quickly to customer questions, let alone offer them an instant overview of their financial situation.
For a firm that supports several companies simultaneously, this approach was no longer sustainable. Yann needed a tool that could synchronize banking data in real time, automate recurring tasks, and produce reliable forecasts without spending hours on it.
It was while searching for a more modern and effective alternative that Yann discovered Fygr. The promise was clear: an instant cash flow management tool that was easy to set up and designed for SMEs.
From the very first tests, Yann was won over by how easy and quick it was to connect to banks. Regardless of which bank his clients use, synchronization takes just a few clicks. There is no longer any need to manually export statements or re-enter data.
One of the features that has really changed the game for Yann is Fygr's predictive forecasting. Rather than starting from scratch with each projection, the tool draws on historical bank transaction data—going back up to two or three years, depending on the bank—to provide accurate forecasts.
The result: endless discussions about forecast assumptions have given way to concrete, decision-oriented exchanges. Leaders can focus on action rather than on building the picture.
Yann was also impressed by how easy it was to set up Fygr. In just a few minutes, it categorizes incoming and outgoing bank transactions. And best of all, the system remembers these assignments: once a supplier or customer is associated with a category, Fygr automates the assignment for all subsequent transactions.
For a CFO who manages multiple companies, this time saving is crucial. No more re-entering data, no more categorization errors, no more tedious updates.
"The time savings are undeniable at this level."
Beyond the technical features, Yann emphasizes the quality of the personal support offered by Fygr. He has a dedicated advisor, Alexia, who knows his clients' history inside out and is available whenever he needs her.
This human connection is essential to ensure successful adoption of the tool and quickly resolve any issues that may arise.
Since he started using Fygr—often in conjunction with Libeo for managing supplier invoices—Yann has seen a profound transformation in his relationship with his customers.
Previously, business leaders depended entirely on Yann for insight into their cash flow. Today, thanks to Fygr's instant synchronization, they can consult their dashboard themselves on a daily basis, without even needing to ask their CFO.
This autonomy offers a twofold benefit: managers gain responsiveness and confidence, while Yann frees up time to focus on analysis and strategic consulting.
For companies still weakened by the health crisis and engaged in repayment phases, Fygr has become an essential management tool. It allows them to anticipate difficulties, quickly adjust their strategy, and avoid unpleasant surprises.
Yann now considers Fygr an indispensable tool for any CFO or financial director who wants to offer their clients truly effective management.
"It's essential. As strategic and financial directors, we have a duty to provide them with management tools that meet this essential need."
When asked to summarize Fygr in three words, Yann's answer is unequivocal: simplicity, concise, facilitator.
Fygr has enabled Bras Droit des Dirigeants to move from a reactive and time-consuming approach to proactive and fluid management. Executives gain visibility and peace of mind, while Yann gains efficiency and strategic impact.
Today, he recommends Fygr to all companies, regardless of their sector of activity, as long as they need to monitor their cash flow frequently and rigorously. For him, Fygr is much more than just software: it is a real management tool that addresses the lifeblood of SMEs—cash flow.