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.
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.
Pulling data from five systems and reconciling it in Excel before every board meeting wastes hours and introduces errors.
Sales says one ARR number, Finance says another. Without governed definitions, no one trusts the model.
By the time you've assembled the data, the window for timely decisions has already closed.
Ad-hoc BI dashboards don't align to your driver tree. You see charts, but not the inputs your model actually needs.
When your model is fed by governed, real-time data, everything downstream improves—forecast accuracy, decision speed, and board confidence.
A proprietary, four-phase system that maps your economic drivers first, then engineers the governed pipeline and controls around them.
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.
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.
We implement governance, reconciliations, and observability so finance can trust the numbers—every time. Quality checks, variance alerts, lineage, access controls, and automated reconciliations.
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.
Beyond the core pipeline, we offer targeted modules that connect every function—sales, marketing, operations, finance, and strategy—back to your financial model.
Predictive scoring that prioritizes prospects by conversion likelihood and revenue potential, feeding pipeline assumptions in your model.
SalesAutomates proposal, close, and invoice events while standardizing the data contract from sales to finance for ARR/MRR feeds.
SalesA finance-focused CRM audit that aligns fields, stages, and definitions to your FP&A model. Reliable pipeline metrics, guaranteed.
SalesA single source of truth for CAC, payback, LTV:CAC, and channel ROI with governed definitions—board-ready acquisition economics.
MarketingScales content output from long-form assets with ROI tracking that links content to pipeline creation and influence on revenue.
MarketingConsolidates overlapping tools, standardizes integrations, and reduces software spend while improving end-to-end signal quality.
MarketingWhite-glove onboarding with automated welcome, document intake, and milestone tracking. Reliable activation data for revenue recognition.
OperationsAI-driven ticket triage with standardized taxonomy for issue types and SLAs. Exposes cost-to-serve by segment and flags churn risk.
OperationsAutomated NPS and engagement scoring with trend analysis. Feeds retention and expansion assumptions into your financial model.
OperationsIntelligent invoice reminders and escalation reduce DSO and unlock cash. Feeds collections forecasts and working-capital planning.
FinanceAn integrated view spanning revenue, costs, cash, and operational drivers. Built on governed data so the C-suite can trust every number.
FinanceAuto-match bank and processor data to accounting, with exceptions flagged in real time. Shortens close and increases trust.
FinanceFacilitated mapping of core processes to economic drivers. Produces a prioritized automation roadmap aligned to CFO outcomes.
StrategyA concise KPI scorecard for leadership with leading/lagging indicators tied to strategy. Keeps everyone aligned to board-level goals.
StrategyPolicy, ownership, and quality standards with monitoring and stewardship. Ensures clean, consistent, and reliable data across systems.
StrategyOur four-phase implementation ensures every stage delivers measurable value while building toward a continuously operating strategic asset.
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.
We integrate CRM, ERP, billing, and product data with transformation logic, master data alignment, metadata standards, and freshness SLAs.
We implement quality checks, variance alerts, lineage, access controls, and automated reconciliations. Go-live once acceptance criteria are met.
Ongoing dashboards, monthly Board-Ready Insights Reports, and strategy calls while we evolve the pipeline as your business changes.
Our work is anchored in the values that matter most to the finance leaders we serve.
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.
We focus on forward-looking signals. Our systems illuminate drivers, scenarios, and risks before they surface in results—empowering you to shape the future.
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.
We don't offer piecemeal fixes. We deliver a cohesive, integrated system under one roof—from strategy to ongoing insight.
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.
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.
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.
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 $.
A single, trusted view of revenue, unit economics, cash, and risk signals—updated continuously.
Board-ready narrative with variance analysis, drivers, scenario impacts, and recommended actions.
Scheduled reviews with your CFO/FP&A to translate signals into decisions—monthly or bi-weekly by tier.
Threshold-based notifications on slippage, anomalies, and definition drift—before they hit the board deck.
We monitor, patch, and evolve integrations as your model and stack change—no obsolescence.
Single business unit, standard data sources, monthly insights cadence. Ideal for focused, high-growth companies ready to professionalize their data pipeline.
Multi-BU or multi-geo, expanded sources, bi-weekly strategy calls, enhanced SLAs and alerting. For scaling companies with complex planning needs.
Complex models, custom scenarios, stakeholder workshops, priority SLAs, extended compliance controls. For finance teams that need the highest fidelity.
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
Explore our guides, frameworks, and tools designed to help CFOs and FP&A leaders move from spreadsheet chaos to board-ready clarity.
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 GuideA live, hands-on workshop walking through driver mapping, data contracts, building a minimal viable pipeline, and enforcing finance-grade controls. Leave with templates and a 12-point quality checklist.
Register for the Webinar30 yes/no readiness items, a 0–100 scalability scorecard with remediation steps, and an ROI calculator quantifying value from reduced cycle time, fewer defects, and improved decision speed.
Get the ToolsAn in-depth case study with before/after screenshots, governance artifacts, data dictionary, and CFO quotes on decision speed and board confidence.
Read the Case StudySee how a multi-unit services firm implemented DriverMap, ModelFeed, ControlLayer, and BoardIntel to eliminate model blind spots and surface leading indicators.
Read the Case StudyLet's build the model-first pipeline your board can trust. Start with a discovery call to scope what's possible.