We help owners and operators make better decisions by connecting finance knowledge with data engineering. The result is faster information, less manual work, and a clearer picture of what’s happening across finance, marketing, and operations — built on the tools you already use.
Data Engineering
The foundation everything else is built on
System integrations · ETL pipelines · Single source of truth
Financial Operations
Finance, faster and cleaner
Close automation · Consolidated P&L · Unit economics
Business Analytics
Visibility into what drives you
Executive dashboards · ROAS tracking · Margin by job
The infrastructure that makes everything else possible.
—Connect your systems so data flows automatically — no more manual exportsQuickBooks, Salesforce, ad platforms, payment processors — all in one place
—Unlock data sitting in legacy systems that nothing else can readODBC connections, custom database integrations, ERP data extraction
—Fix the inconsistencies that make your data untrustworthy before any analysis runsNormalization, deduplication, schema standardization
—Build pipelines that refresh automatically — no one babysitting exportsScheduled ETL, API feeds, live data warehouse updates
—Get all your reporting from one source of truth instead of five different spreadsheetsCentralized data model feeding dashboards, reports, and financial packages
—Keep it running — maintenance, monitoring, and updates as your systems changeOngoing pipeline support, version control, error alerting
Right for you if your data lives in multiple systems that don't talk to each other, or your team spends hours manually pulling and combining data before they can do any real analysis.
02
Financial Operations
The mechanics of finance — made faster, cleaner, and less manual.
—Cut your close from weeks to days — without adding headcountAutomated reconciliation, journal entry generation, period-end workflows
—One P&L across all your entities, updated automaticallyMulti-entity consolidation across disparate accounting systems
—Know exactly which product, customer, or job is making you money — and which isn'tUnit economics, job-level costing, margin by segment
—Fix the GL structure so your reports actually mean somethingChart of accounts redesign, reclassification, historical cleanup
—Reporting your PE sponsor or board can act on — not just a spreadsheet dumpInvestor-grade packages, EBITDA bridges, QoE-aligned reporting
—See where you stand against the plan without building it manually every monthAutomated budget vs. actual with variance analysis
Right for you if your close takes too long, your numbers don't reconcile, or you're preparing for a PE transaction and your reporting isn't investor-grade.
03
Business Analytics
Visibility into what's actually driving your business.
—A single screen that shows you what's happening in the business right nowExecutive dashboards built in Power BI or Excel, refreshed automatically
—See which ad spend is actually generating revenue — and what to cutROAS, CAC, and channel performance tied to real transaction data
—Know before a customer leaves, not afterRetention curves, churn signals, cohort analysis
—Which jobs, products, or customers are profitable — broken down any way you needMargin analysis by product, channel, customer, or job
—Track your sales pipeline without living in the CRMPipeline and conversion dashboards pulling from your CRM automatically
—Measure your team's performance without building a report every weekOps and customer service KPI dashboards with automated distribution
Right for you if you're making decisions from gut feel or lagging reports, and you want a live view of what's happening across finance, sales, and operations.
04
Process Automation
Manual work that runs itself.
—The report that takes 3 hours every Monday runs itself Sunday nightScheduled report generation, formatting, and distribution via email
—Data entry, reconciliation, and consolidation that currently requires a person — automatedRPA workflows, robotic process automation for repetitive operational tasks
—Get notified when something is wrong, instead of finding out at month-endAutomated exception flagging, threshold alerts, anomaly detection
—Approvals, forms, and handoffs that move without someone chasing themWorkflow automation across email, Slack, and internal systems
—Pull data from five places into one file without touching itAutomated data collection and consolidation pipelines
—Free up the person who's been doing this manually for yearsProcess audit, automation design, and handoff documentation
Right for you if you have a process someone runs manually every day, week, or month that could be triggered automatically — and the person doing it has better things to do.
05
Decision Support
Turning data into a clear picture of what to do next.
—Define what your business should actually be measuring — and build the system to track itKPI architecture, metric definitions, measurement framework design
—Model what happens to your cash if revenue drops 20% or a key customer leavesScenario modeling, sensitivity analysis, downside planning
—A forecast that updates when your actual business inputs changeDriver-based forecasting tied to real operational data, not last year plus 10%
—Walk into a newly acquired company and have reporting operational in weeksPost-acquisition financial setup, chart of accounts, close process, reporting package
—Know whether to raise prices, cut a product line, or take on debt — with the numbers behind itPricing analysis, margin optimization, capital structure modeling
—Board-ready reporting that doesn't take three days to pull togetherInvestor and board packages, EBITDA analysis, QoE reconciliation
Right for you if you have data but no clear framework for what it means — or you're facing a specific financial decision and need someone who can model it properly.