Solutions Built for Every Stage of the Finance Maturity Curve

annual, medium-term, and long-term plans, plus dynamic re-forecasting and 13-week rolling cash flow.

pipeline-driven revenue models built on the same CAC, ROAS, and channel data your BI dashboards already track, so sales and finance forecast off one number, not two.

faster close cycles and management reporting that's current, not three weeks stale. Day-to-day bookkeeping and close execution runs through our Offshoring & CoE team; this is where it becomes forward-looking analysis.

best/base/worst-case modeling for the decisions that matter.

line-item packs that explain why, built for boards and lenders.

Excel-based FP&A live in 2–3 weeks for early-stage teams; Power BI/Tableau-driven planning for growth-stage; full enterprise FP&A for mature and PE-backed platforms.

Power BI and Tableau, connected directly to your ERP, CRM, and HR systems, refreshing automatically.

CAC, ROAS, pipeline velocity, and channel-level revenue attribution that give sales, marketing, and finance one shared view of revenue performance instead of three disconnected spreadsheets.

project/customer profitability, utilization and cohort analysis, retention and LTV.

board decks, investor updates, and lender/covenant tracking generated automatically instead of assembled by hand every cycle.

balanced scorecards, OKRs, and industry benchmarking.

anomaly detection, predictive cash-stress modeling (4–8 week liquidity forecasts), and automated commentary that cuts manual analysis time by roughly 70%.

Global GAAP-compliant financials (Ind AS, US GAAP, IFRS), reconciliations, AP/AR support, and financial consolidation, so the FP&A work upstream has clean, current books to run on.

delivered in partnership with our FP&A & Strategic Finance pillar.

in partnership with BI & Decision Intelligence.

process automation across the finance stack.

NetSuite, SAP, QuickBooks, and others, configured around your actual chart of accounts and reporting needs.

Salesforce and other CRM platforms, configured so your revenue and pipeline data actually connects to your financial reporting — the foundation for RevOps and revenue analytics, not just a system of record for sales.

Aimplan, Vena, Anaplan, Unit4, PivotXL, and beyond. If your team already has a preferred platform, we work in it — we're not wedded to a shortlist.

When no off-the-shelf tool fits the gap, we build bespoke tools (MERN stack and beyond) instead of forcing a workaround.

Azure, AWS, and Google Cloud/Microsoft Fabric foundations, so the BI and analytics layer on top has clean, reliable data to work from.

We don't disappear after go-live. Ongoing optimization and troubleshooting as your usage — and your business — matures.

buy-side and sell-side support through diligence, negotiation, and close, from a team that's actually built the models, not just reviewed them.

financial due diligence, quality of earnings (QoE) and quality of assets (QoA) analysis, risk assessment, and legal/compliance reviews.

getting your financial house in order before you're in a data room: clean historicals, defensible forecasts, and a management pack that survives real scrutiny.

the actual decks — fundraise pitch decks, investor updates, and board presentation materials — built on numbers your own diligence-ready models can defend, not just polished slides.

preparing the financial package and providing negotiation support for a refinancing, so lenders see the same clean, defensible numbers a PE buyer or IPO underwriter would.

readiness assessments and reporting infrastructure built to the standard public-market investors and regulators expect.

practical, hands-on training in budgeting, forecasting, and variance analysis frameworks your team can run independently.

building bespoke, audit-ready models from scratch, not just filling in templates.

reporting frameworks and metrics for teams building out ESG capability for the first time.

hands-on enablement in whichever platform you're actually running (often paired with a Technology & Systems Implementation engagement, so your team is trained the moment a new system goes live).

SQL and Python fundamentals aimed specifically at finance teams, not generic data science courses.