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

Ready to Transform Your Financial Analytics?

Book a call