Your financial data should work for you, not the other way around.
Financial planning, reporting modernization, connected dashboards, automated pipelines, and business process optimization that replace spreadsheet chaos with real-time visibility and data-driven decision-making.
The Problem
Your CFO's month-end package is built in Excel by a team that spends a week pulling data from five systems, reconciling discrepancies, and manually formatting a report that was already out of date the moment they sent it. The data is there. The people are capable. The process is broken.
Financial planning looks the same. Your budget model is a spreadsheet that took six weeks to build, breaks when someone adds a row, and has to be rebuilt from scratch every year. The forecast is always a lagging indicator because you are spending more time gathering data than analyzing it.
And the problem is not limited to finance. The same pattern appears across the business — approval workflows that live in someone's inbox, onboarding checklists in a shared drive, operational reporting assembled manually every week. Broken processes slow your team down and obscure the decisions that need to be made.
Our Approach
Connect.
We build data pipelines from your source systems — financial systems, CRM, operations platforms, external data feeds — into a unified data model. One source of truth. No more reconciliation between five spreadsheets that were each downloaded from a different system.
Model.
We build semantic data models that reflect your business logic — your chart of accounts, your cost centers, your KPIs. The data model is the source of truth for every report, dashboard, and planning tool we build on top of it.
Report.
We build the dashboards and reports your leadership team actually uses — P&L by business unit, cash flow forecasts, KPI scorecards, variance analysis. Automated, refreshed on your schedule, delivered to the right people in the right format.
Plan.
We modernize the planning process. Connected budget models, rolling forecasts, and scenario planning tools that pull from live data instead of last month's export. Finance teams that spend their time on analysis instead of data assembly.
Optimize.
We map the workflows that consume disproportionate time and redesign them. Approval processes, operational reporting, data handoffs between teams — we identify the bottlenecks, automate what can be automated, and restructure what cannot. Business process optimization is how analytics translates into operational improvement.
Technologies
BI & Dashboards
- Power BI
- Tableau
- Looker
Data Pipelines
- Azure Data Factory
- dbt
- Python/SQL ETL
Data Warehousing
- Azure Synapse
- Fabric
- Snowflake
Planning Tools
- Anaplan
- Vena
- Business Central
- Custom models
Process Optimization
- Power Automate
- Process mapping
- Workflow redesign
- RPA tooling
Source Systems
- D365 / BC
- Salesforce
- NetSuite
- Custom financial systems
Automation
- Power Automate
- Scheduled pipelines
- Alert & notification systems
Engagement Options
| Model | Includes |
|---|---|
| Reporting Assessment | Current state audit, data gap analysis, modernization roadmap |
| Dashboard Build | Data model, pipeline, Power BI dashboards, documentation |
| Planning & Analytics Transformation | Connected budget models, forecasting tools, reporting automation |
| Process Optimization Engagement | Process mapping, bottleneck analysis, workflow redesign, automation build |
| Analytics Retainer | Ongoing report development, model maintenance, data quality, process improvement |