Answer your hardest revenue questions easily
You know where your data lives. You know how to transform it. You know where it needs to go.
But each step is difficult - manual exports, risky hacks, doing heavy modeling in tools meant for simple queries. Build a revenue data platform, one step at a time.
Revenue data platforms for finance and RevOps
We pull CRM, billing, CS, and product data into one system, so you stop running your numbers in spreadsheets. This lets you trust the numbers behind pipeline, ARR, churn, and CAC without manual work.
The painful steps you know by heart
You know what needs to happen. The problem is how painful each step has become.
Manual exports and awkward hacks
You know the data is in HubSpot and needs to go to your BI tool. But you're exporting CSVs, manually joining in Excel, and using workarounds that break every month.
Doing heavy modeling in simple tools
You're trying to do complex data transformations in tools built for basic queries. It works, but it's fragile, slow, and takes hours every week.
Hours lost to repetitive work
The same data pipeline steps take 3-4 hours multiple times per week. You know how to do it, but you're stuck doing it manually because there's no clean automated path.
Connecting systems is painful
You know HubSpot needs to connect to product data. You know billing needs to feed your CRM. But each connection requires custom scripts, manual syncs, or expensive middleware.
Calculations scattered everywhere
You know how to calculate CAC, renewal rates, and churn. But the logic lives in three different spreadsheets, breaks when data formats change, and nobody trusts the numbers.
Constant workarounds that break
Your "solution" works—until it doesn't. A new field gets added, a timestamp format changes, or an API updates, and you're back to manual work for weeks.
Expert setup and support
We provide consultative support to turn your existing processes into a clean, modern revenue data platform.
For Finance & CFO Teams
Automate renewal data pipelines. Stop exporting from billing systems. Get revenue recognition calculations running automatically without weekly manual work.
For RevOps Champions
Replace manual activity reporting with automated pipelines. Connect marketing data without expensive middleware. Build customer health scoring without spreadsheet hacks.
For Everyone
Turn hours of manual data work into automated pipelines. Stop doing heavy modeling in simple tools. Get clean, documented solutions that don't break.
Consultative Support, Not Just Tools
We work with you to set up systems that automate your manual data flows. Not just tools or single point solutions, but tailored foundations for long term data infrastructure.
Build a unified data platform, one step at a time
We meet you where you are. Start with a standalone solution to your most urgent data challenge and prove the value of automation. No big upfront commitments - stay small or expand into a full platform when you're ready. Ongoing support and guidance ensures everything continues to work as your requirements evolve.
Automate HubSpot to product data
Replace manual exports with automated pipelines. No more CSV downloads, Excel joins, or monthly syncs that break.
Automate renewal data pipelines
Stop manually exporting from billing systems. Get renewal data flowing automatically into your CRM or BI tool.
Replace marketing attribution hacks
Stop doing multi-touch attribution in spreadsheets. Build a clean pipeline that connects marketing spend to revenue automatically.
Connect your most important data sources
We connect to the SaaS tools your RevOps team uses every day. No more manual exports, CSV downloads, or spreadsheet workarounds.
Data solutions for any stage
Whether you're addressing urgent needs or scaling your data stack, start with a single use case and expand as you grow.
Addressing Urgent Needs
Start with one critical use case. Automate that painful manual export. Fix that broken workaround. Get immediate relief from your most urgent data challenge.
Example: "Where is our renewal revenue?"
Building Foundation
Connect multiple workflows. Renewal data + marketing attribution + activity reporting. Build a connected data foundation that supports your key business processes.
Example: Connected renewal and attribution workflows
Unified Platform
Full data infrastructure supporting all stakeholders. All systems connected. All key workflows automated. A unified data foundation that scales with your business.
Example: Complete data infrastructure for all teams
ROI that finance teams understand
"We're spending 3-4 hours multiple times per week on manual data exports and joins. This solution will automate those steps and save us 20 hours a month."
We help you build the business case showing ROI on specific pain points—not abstract "better data", but concrete time savings. Start where you need it most, prove value, then expand as you're ready. Budget often comes from commercial or finance teams, not RevOps directly. We help you make the business case.
How it works
From painful workarounds to automated pipelines in weeks
Discovery
We identify where you are on the continuum and start there. Which exports take hours? Which workarounds break monthly? What's your most urgent need, and what's the path to a unified platform?
Mapping & Cleaning
We map your current workflow—where you're exporting from, how you're transforming it, where it needs to go. Then we clean the data and fix the edge cases that break your current workarounds.
Lightweight Infrastructure
We build only what you need to replace the painful step. No over-engineering. For smaller volumes, we use standard databases that cost a fraction of enterprise warehouses. We scale up only when you actually need it.
Automating & Documentation
We build automated pipelines that replace your manual exports and workarounds. Everything is fully documented so you can maintain it, or hand it off when you're ready to bring it in-house.
Ongoing Support
Monthly check-ins, refinements, new data sources added as needed. Always monitoring, always improving.
Trusted by ambitious startups
Quietly rebuilt our data infrastructure and levelled-up everyone's data literacy. What used to take our team days now happens automatically.
Reshaped our data strategy, led a smooth migration off legacy systems, and mentored the team - considerably accelerating our time-to-insight.
Ollie re-platformed our legacy data pipeline and paired deep technical skill with clear business communication. I'd hire him again.
Compare your options
What does it actually cost to solve this problem?
|
Scale Direction
|
Full-Time Head of Data
|
SaaS Platform Only
|
Independent Consultant
|
|
|---|---|---|---|---|
| Works with complex, real-world data? | ✓ Expected and handled | ✓ If they're experienced | ✗ Breaks with edge cases | ± Depends on consultant |
| Answers specific questions (renewals, CAC, churn) | ✓ Consultative support + builds towards platform | ✓ Custom work | ✗ Limited to platform | ± Scoped separately |
| Time to first insights | Days to weeks | Months (ramp time) | Weeks (if data is clean) | Weeks to months |
| Best For | Seed to Series A needing consultative support to navigate data complexity, building towards unified platform | Scale-ups ready for dedicated team | Companies with clean data & in-house expertise | One-off audits or specific projects |
Frequently asked questions
Our data is really complex. Will this work?
Yes. Everyone's data is more complex than they admit on LinkedIn. We expect it and know how to handle it. We'll help you clean edge cases, map inconsistent fields, and document decisions without blocking progress.
We already have Gainsight/Clari/ChartMogul. Why would we need this?
Those tools work great—when your data is already flowing cleanly. But if you're manually exporting, doing workarounds, or feeding them data through spreadsheets, we can automate those steps. We fix the plumbing so your existing tools actually get the data they need automatically.
We need this automated now, not in 3 months. Can you help?
Yes. We can start with the most painful manual step first. For urgent needs, we can deliver an automated solution in days to replace your current workaround, then build out the full pipeline in parallel.
How do you work with our existing RevOps person?
We position as support, not replacement. Your RevOps team stays in control—we just handle the technical data work they don't have time for. Think of us as their senior backup on the hard stuff.
What if we hire a Head of Data later?
That's exactly what should happen. Everything is fully documented with clean handoff materials. We're helping you get there faster, not holding you hostage. Many clients transition in-house after 12-18 months.
Do we still control our data?
Absolutely. We use read-access service accounts and operate inside your cloud environment. Your data never leaves your infrastructure. You own everything we build.
What if we already have an analyst?
Perfect. We mentor them, provide clean data foundations, and help them level up. They stay on high-value work while we handle the complex data engineering they're not equipped for.
Can you handle our specific metrics definitions?
Yes. Every company calculates ARR/MRR differently (ramp periods, professional services, multi-tier licenses, etc.). We work with your CFO to define metrics your way and document the logic.
Do we need to allocate dev time or technical resources?
No. We're fully managed—no dev time needed from your team. We handle all data engineering, pipeline setup, and infrastructure work. Your team just needs to provide read-access to your data sources.
What about ongoing maintenance and updates?
Everything is fully maintained by us. We monitor pipelines daily, handle data source changes, fix issues automatically, and keep everything up-to-date. No maintenance burden on your team.
Is this just another tool, or are you building towards something?
We're building towards a unified data platform, not just fixing discrete problems. Each solution is standalone, but designed to grow together. Start with your most urgent need, prove value, then expand as you grow. We provide consultative support and guidance throughout—not just implementation.
Do we need to commit to a full platform upfront?
No. We meet you where you are. Start with one critical use case, prove value, then expand when you're ready. Each solution is standalone, but builds towards a connected data foundation. No big upfront commitments—grow at your own pace.
Workflows we automate
We build automated pipelines that eliminate manual work and deliver insights where you need them.
Automate renewal data pipelines
Stop manually exporting from billing systems. Replace CSV downloads and Excel joins with automated pipelines that feed renewal data directly into your CRM or BI tool.
Automate marketing attribution calculations
Stop doing multi-touch attribution in spreadsheets. Build automated pipelines that connect marketing spend to revenue without manual workarounds.
Automate activity reporting
Stop manually combining email, outreach, and call data. Build automated pipelines that unify activity data and calculate efficiency metrics automatically.
Automate churn analysis workflows
Stop manually combining product usage, support tickets, and billing data. Build automated pipelines that surface churn patterns without weekly manual work.
Automate expansion opportunity scoring
Stop manually tracking feature adoption against upsells. Build automated pipelines that score expansion opportunities and feed them to your AE team.
Automate pipeline velocity analysis
Stop manually analyzing deal stages and timelines. Build automated pipelines that track pipeline velocity and surface stuck deals automatically.
Built on proven infrastructure
Industry-standard tools. Your data. Your control.
Your data stays in your cloud
GDPR-compliant. We use read-only service accounts. Everything runs in your infrastructure. You retain full control.
Fully documented & ready to hand off
Every transformation documented. Data lineage tracked. When you're ready to bring it in-house, everything transfers cleanly.
AI-ready data infrastructure
Clean, structured models ready for machine learning. Build predictive models, automated alerts, or whatever comes next.
Built with the tools your team already trusts
Stop the workarounds. Build towards a unified platform.
Book a 30-minute call with someone who gets it. We'll look at where you are on the continuum, identify your most urgent data challenges, and show you the path from addressing immediate needs to building a unified data platform.