Leave the broken spreadsheets behind. We build automated, real-time dashboards and financial models that turn raw accounting data into actionable business direction.
Most SaaS companies have data scattered across Stripe, HubSpot, and QuickBooks. Pulling it together manually leads to errors, delays, and poor decisions.
Go beyond basic bookkeeping. Our analytics suite provides the strategic oversight needed to scale your operations safely and predictably.
Get a real-time pulse on your business. We build unified dashboards connecting your CRM (HubSpot/Salesforce), Billing (Stripe), and Accounting (Xero/QBO) data into one single source of truth.
Deliverable
Live BI Dashboard (Power BI / Looker / Tableau) with automated refresh.
Visually monitor your monthly cash burn, gross margin trends, and projected runway. Instantly see how hiring plans impact your survival timeline.
We collaborate with your leadership to build a robust bottom-up financial budget, setting clear revenue targets and departmental expense limits for the fiscal year.
Deliverable
Complete 3-Statement Financial Model (P&L, BS, Cash Flow).
Every month, we compare your actual performance against the plan, highlighting critical variances. If engineering spent 30% more than budgeted, you'll know exactly why.
"What happens if our churn doubles?" or "Can we afford to hire 5 new AEs?" We build dynamic scenario models allowing you to test assumptions safely before executing them in reality.
Keep your stakeholders aligned with professional, crisp reporting. We prepare your monthly or quarterly board decks, translating complex financials into clear business narratives.
Deliverable
Customized PowerPoint/Keynote Board Deck + Data Appendix.
Raising a Series A or B? We structure your historical financials, build forward-looking projections, and organize your data room so it easily survives VC due diligence.
We calculate your true Customer Acquisition Cost (fully burdened with S&M overhead) and Lifetime Value. We help you identify if your marketing spend is generating profitable long-term returns.
Detailed tracking of New, Expansion, Contraction, and Churned MRR. We analyze Net Revenue Retention (NRR) and Gross Revenue Retention (GRR) by customer cohort to identify retention issues early.
Deliverable
MRR Waterfall Analysis & Churn Cohort Heatmaps.
We deploy modern data tools to ensure your business intelligence scales seamlessly alongside your operations.
Weeks 1-2
We map your existing data sources, define the key drivers of your specific SaaS model, and establish the foundational KPI definitions (so sales and finance finally agree on what "Revenue" means).
Weeks 3-4
Delivery of the first unified Executive Dashboard and the baseline 3-Statement Financial Model, giving you immediate visibility into cash runway and burn rate.
Ongoing Monthly Cycle
Rigorous monthly updates. We present the BvA (Budget vs Actuals) reports, adjust the rolling forecasts, run cohort analyses, and provide actionable recommendations to the founding team.
Fractional FP&A services that deliver the capabilities of a full finance team at a fraction of the cost of a full-time hire.
Let's discuss your reporting needs.
Free
For startups establishing control.
Starts $799/mo
Confirmed in writing before commit
For Scaling SaaS & Board Ready.
Starts $2499/mo
Don't wait for the year-end audit to figure out if you're profitable. Build visibility today.