Finance Analytics Platform
What You'll Get
- Clean Financial Metrics: Track margin, revenue, and payback without relying on spreadsheets and patchy attribution.
- Unified Revenue View: See all revenue streams and customer segments in one place, with clear attribution.
- Investor-Ready Metrics: Access investor-standard metrics like CAC, LTV, retention, and more for your data room.
- Real-Time Financial Insights: Get up-to-date financial metrics without manual data collection.
What's Holding You Back Right Now
If you're like most finance teams, you're probably dealing with:
- Manual Spreadsheets: Spending hours manually pulling data from different systems into spreadsheets.
- Inconsistent Attribution: Getting different revenue numbers from different tools and not knowing which to trust.
- Delayed Reporting: Waiting days or weeks to get accurate financial metrics.
- Data Quality Issues: Dealing with missing transactions, duplicate entries, and reconciliation problems.
- Limited Visibility: Struggling to track key metrics across different business units and revenue streams.
- Audit Challenges: Finding it difficult to trace and verify financial data for audits.
What This Frees You Up To Do
With reliable financial analytics, you can focus on what really matters:
- Strategic Planning: Make data-driven decisions about resource allocation and growth investments.
- Investor Relations: Provide clear, consistent financial metrics for board meetings and fundraising.
- Business Intelligence: Identify trends and opportunities across different revenue streams.
- Process Automation: Reduce manual work in financial reporting and analysis.
- Cross-Functional Alignment: Share clear financial metrics with product and marketing teams.
- Compliance Confidence: Maintain accurate, auditable financial records.
Getting Started in 3 Simple Steps
1
Connect Your Financial Tools
We'll integrate these key platforms:
- Accounting Systems (Xero, QuickBooks, Sage)
- Payment Processors (Stripe, PayPal, Square)
- Banking & Transactions (Plaid, Teller)
- Expense Management (Expensify, Concur)
- Invoicing & Billing (Stripe Billing, Chargebee)
- Financial Planning (Adaptive Insights, Anaplan)
2
Create Financial Views
We'll configure these essential financial analytics views:
- Revenue and margin analysis
- Customer lifetime value (LTV)
- Customer acquisition cost (CAC)
- Payback period tracking
- Revenue by segment and channel
- Financial health metrics
- Cash flow projections
3
Get Your Dashboards
You'll get access to these ready-to-use financial dashboards:
- Financial Performance Overview
- Revenue Attribution Analysis
- Unit Economics Dashboard
- Customer Cohort Analysis
- Financial Health Scorecard
- Investor Metrics Dashboard
- Cash Flow Analytics