The Financial Modeller

Board-ready decisions from model‑ready data.

US CFOs and FP&A leaders are stuck wrangling exports, reconciling definitions, and defending numbers. We design, build, and run a finance-grade pipeline that feeds your model with clean, real-time data—and deliver the insight as a service.

Methodology
Model-First FP&A Playbook
Delivery
Insight-as-a-Service
Clients
US CFOs · $10M–$200M Rev
Focus
SaaS · Fintech · Marketplace
CRM ERP BILLING OPS MODEL
Built for finance teams at
SaaS CompaniesFintech FirmsMarketplacesMulti-Unit ServicesData-Intensive Businesses
The Challenge

Your financial model is only as good as its inputs.

Manual exports, spreadsheet stitching, and inconsistent definitions create delays and doubt. Forecast cycles run long, close quality suffers, and board prep becomes a scramble. The risk isn't just wasted time—it's slower, less confident decisions.

More dashboards aren't the answer. Better inputs are.

Manual Exports & Spreadsheet Stitching

Pulling data from five systems and reconciling it in Excel before every board meeting wastes hours and introduces errors.

Inconsistent Definitions

Sales says one ARR number, Finance says another. Without governed definitions, no one trusts the model.

Slow Forecast Cycles

By the time you've assembled the data, the window for timely decisions has already closed.

Model Blind Spots

Ad-hoc BI dashboards don't align to your driver tree. You see charts, but not the inputs your model actually needs.

Impact You Can Measure

Precision turns into performance.

When your model is fed by governed, real-time data, everything downstream improves—forecast accuracy, decision speed, and board confidence.

58%
Reduction in forecast
cycle time
99.7%
Data freshness
SLA achievement
6.4pt
Improvement in
forecast accuracy

Digital precision doesn't start with tools or trends.

It starts with a deeper, sharper understanding of what's really feeding your financial model—what drives it forward, and where the real leaks are. We connect strategy to data, ensuring that every number in your planning environment is governed, reconciled, and traceable. The result: a finance function that operates with the clarity and confidence your board expects.
Our Methodology

The Model-First FP&A Playbook.

A proprietary, four-phase system that maps your economic drivers first, then engineers the governed pipeline and controls around them.

Phase 01

DriverMap

Driver Blueprint

We codify your driver tree and data contract so every metric reflects how your business actually makes money. KPIs, event schemas, source-of-truth systems, and reconciliation rules—all signed off by Finance.

Outcome → A codified driver tree and data contract
Phase 02

ModelFeed

Pipeline Architecture & Build

We build a finance-grade pipeline from CRM, ERP, billing, and product into your planning environment—clean, timely, and traceable. Integrations, transformations, master data alignment, and orchestration SLAs.

Outcome → Clean, model-ready data feeds
Phase 03

ControlLayer

Governance & Observability

We implement governance, reconciliations, and observability so finance can trust the numbers—every time. Quality checks, variance alerts, lineage, access controls, and automated reconciliations.

Outcome → Trustworthy numbers, every cycle
Phase 04

BoardIntel

Insight-as-a-Service

We deliver a live executive dashboard, a monthly Board-Ready Insights Report, and strategy calls that translate signals into action across revenue, unit economics, and cash.

Outcome → Decisions, not just data
Expertise That Performs

Supporting modules across your entire operating system.

Beyond the core pipeline, we offer targeted modules that connect every function—sales, marketing, operations, finance, and strategy—back to your financial model.

📊

Model-Ready Lead Scoring

Predictive scoring that prioritizes prospects by conversion likelihood and revenue potential, feeding pipeline assumptions in your model.

Sales
💰

Quote-to-Cash Data Bridge

Automates proposal, close, and invoice events while standardizing the data contract from sales to finance for ARR/MRR feeds.

Sales
🔍

CRM-to-Model Integrity Audit

A finance-focused CRM audit that aligns fields, stages, and definitions to your FP&A model. Reliable pipeline metrics, guaranteed.

Sales
📈

Attribution & CAC Command Center

A single source of truth for CAC, payback, LTV:CAC, and channel ROI with governed definitions—board-ready acquisition economics.

Marketing
🔄

Content Repurpose Engine

Scales content output from long-form assets with ROI tracking that links content to pipeline creation and influence on revenue.

Marketing
🧪

MarTech Rationalization Audit

Consolidates overlapping tools, standardizes integrations, and reduces software spend while improving end-to-end signal quality.

Marketing
⚙️

Client Onboarding Orchestration

White-glove onboarding with automated welcome, document intake, and milestone tracking. Reliable activation data for revenue recognition.

Operations
🎯

Support Intelligence & Routing

AI-driven ticket triage with standardized taxonomy for issue types and SLAs. Exposes cost-to-serve by segment and flags churn risk.

Operations
❤️

Customer Health & NPS Pipeline

Automated NPS and engagement scoring with trend analysis. Feeds retention and expansion assumptions into your financial model.

Operations

Receivables Acceleration Engine

Intelligent invoice reminders and escalation reduce DSO and unlock cash. Feeds collections forecasts and working-capital planning.

Finance
🏛️

CFO Control Tower Dashboard

An integrated view spanning revenue, costs, cash, and operational drivers. Built on governed data so the C-suite can trust every number.

Finance

Automated Reconciliation & Alerts

Auto-match bank and processor data to accounting, with exceptions flagged in real time. Shortens close and increases trust.

Finance
🗺️

Operating Model Blueprint

Facilitated mapping of core processes to economic drivers. Produces a prioritized automation roadmap aligned to CFO outcomes.

Strategy
🎖️

Executive Health Scorecard

A concise KPI scorecard for leadership with leading/lagging indicators tied to strategy. Keeps everyone aligned to board-level goals.

Strategy
🛡️

Data Governance Framework

Policy, ownership, and quality standards with monitoring and stewardship. Ensures clean, consistent, and reliable data across systems.

Strategy
A Framework That Drives Excellence

A clear, defensible path to trusted numbers.

Our four-phase implementation ensures every stage delivers measurable value while building toward a continuously operating strategic asset.

01

Strategy & Blueprint

DriverMap

We map your model's drivers, define KPIs and metric definitions, and set the data contract and reconciliation rules. Finance signs off on the blueprint.

02

Build & Integrate

ModelFeed

We integrate CRM, ERP, billing, and product data with transformation logic, master data alignment, metadata standards, and freshness SLAs.

03

Validate & Launch

ControlLayer

We implement quality checks, variance alerts, lineage, access controls, and automated reconciliations. Go-live once acceptance criteria are met.

04

Optimize & Advise

BoardIntel

Ongoing dashboards, monthly Board-Ready Insights Reports, and strategy calls while we evolve the pipeline as your business changes.

The Drive Behind Everything We Build

Three principles. Zero compromise.

Our work is anchored in the values that matter most to the finance leaders we serve.

Accuracy

Strategic decisions are only as good as the data they're built on. We engineer governed, reconciled, and traceable pipelines so finance can trust the numbers—always.

Foresight

We focus on forward-looking signals. Our systems illuminate drivers, scenarios, and risks before they surface in results—empowering you to shape the future.

Expertise

We operate at the intersection of finance and technology. Senior FP&A and data specialists deliver judgment, not just dashboards—like a trusted consulting partner.

Why Systemizr

The features, advantages, and benefits that set us apart.

We don't offer piecemeal fixes. We deliver a cohesive, integrated system under one roof—from strategy to ongoing insight.

Feature

The Model-First FP&A Playbook

A proven, step-by-step methodology that maps drivers first, then engineers the data pipeline and controls around them. Board-ready clarity, faster—with fewer reworks and no hidden gaps.

Advantage

A Complete, End-to-End Solution

We handle DriverMap, ModelFeed, ControlLayer, and BoardIntel—from strategy to ongoing insight—under one roof. No juggling vendors; your team focuses on high-value finance.

Benefit

A Dedicated FP&A Partner

A single senior point of accountability who understands your model, context, and board cadence. Faster, more confident decisions with a partner who stands behind the numbers.

Partnership Model

A strategic investment in board-ready intelligence.

We price outcomes, not tools. After a one-time foundation build, your BoardIntel subscription delivers ongoing expert analysis on top of clean, governed data—for a predictable monthly retainer in US $.

📊

Live Executive Dashboard

A single, trusted view of revenue, unit economics, cash, and risk signals—updated continuously.

📝

Monthly Insights Report

Board-ready narrative with variance analysis, drivers, scenario impacts, and recommended actions.

🤝

Strategy Calls

Scheduled reviews with your CFO/FP&A to translate signals into decisions—monthly or bi-weekly by tier.

🔔

Real-Time Alerts

Threshold-based notifications on slippage, anomalies, and definition drift—before they hit the board deck.

🔧

Pipeline Stewardship

We monitor, patch, and evolve integrations as your model and stack change—no obsolescence.

Core

Single business unit, standard data sources, monthly insights cadence. Ideal for focused, high-growth companies ready to professionalize their data pipeline.

Single BUMonthly InsightsStandard SLAsExecutive Dashboard
GrowthMost Popular

Multi-BU or multi-geo, expanded sources, bi-weekly strategy calls, enhanced SLAs and alerting. For scaling companies with complex planning needs.

Multi-BU / GeoBi-Weekly CallsEnhanced SLAsAdvanced Alerting
Enterprise

Complex models, custom scenarios, stakeholder workshops, priority SLAs, extended compliance controls. For finance teams that need the highest fidelity.

Custom ScenariosWorkshopsPriority SLAsCompliance Controls
Get a Scoped Proposal
Who We Serve

Built for finance leaders at the inflection point.

You've achieved meaningful scale. Now your financial model needs to keep up. If any of these describe your situation, we should talk.

You're a CFO, VP of Finance, or Head of FP&A at a US-based, data-intensive company

You operate a complex, driver-based financial model central to strategy

Manual exports, spreadsheet stitching, and data reconciliation consume your team's time

You want a strategic partner—not a piecemeal vendor—who delivers precision and governance

You value expert outcomes over managing internal builds and ad-hoc contractors

Ideal Client Profile
RoleCFO · VP Finance · Head of FP&A
Company Revenue$10M – $200M
Headcount50 – 1,000 employees
VerticalsSaaS · Fintech · Marketplace
Model TypeComplex, driver-based FP&A
Core PainSlow, manual, error-prone data
Decision MakerFinance-driven, analytical leadership
GeographyUnited States
Insights & Resources

Finance-grade thinking, shared openly.

Explore our guides, frameworks, and tools designed to help CFOs and FP&A leaders move from spreadsheet chaos to board-ready clarity.

📘
The Blueprint for
Model-Ready Data
Whitepaper

The Blueprint for Model-Ready Data: A CFO's Guide to Board-Ready Forecasts

This flagship guide codifies the Model-First FP&A Playbook and shows how to engineer a governed, reconciled pipeline that eliminates manual stitching and improves forecast accuracy. Includes maturity models, data contracts, reconciliation rules, and a 90-day plan.

Download the Guide
Let's Build Together

Ready to trust your numbers—and act faster?

Let's build the model-first pipeline your board can trust. Start with a discovery call to scope what's possible.