Powering Financial Growth
Through Data & Automation
Data Pipelines
Business Intelligence
Predictive Analytics
Process Automation, w/AI
Financial Analysis
Growth Consulting
We Build Data & Analytics Solutions
for the Finance Function!
Services
DATA STRATEGY SERVICES
Data Pipelines
- Connect your Data, Apps & Systems.
- Centralize Your Disprersed Data.
- Develop Clean, Transformed Data.
- Scalable Data solutions that Grow with you.
- Migrate you out of Excel Overuse.
Deliverables
- Security & Access Control Provides robust access, policies & encryption.
- Modern Data PipelinesBuilds reliable, scalable ETL/ELT pipelines for automated data flow.
- Data Quality Frameworks/MetricsIdentifies and fixes broken, missing, or inconsistent data at the source.
- Data Transformation (ETL/ELT)Transforms raw inputs into clean, structured, analytics-ready datasets.
- Data Warehousing SetupOrganizes data into a single, secure, query-optimized environment.
VISUALIZE COSTS & PROFIT
Business Intelligence
- A Clear View of Current Business Operations.
- Track and Utilize Business Data Effectively.
- Create Metrics for Effective Management.
- Build Automated, Insightful Reports & Dashboards.
- Idenitify and Fix areas of Profit Loss.
INSIGHTS & PREDICTIONS
Predictive Analytics
- Predict Repeat Purchases among Customers.
- Estimate Customer Churn and Behaviors.
- Identify and Analyze Most Profitable Channels.
- Create Market Segmentation Strategies.
- Forecast Product, Market and Geographic Metrics.
CREATE TASK EFFICIENCIES
Process Automation
- Automate Repetitive Tasks.
- Lower Operational Expenses & Minimize Errors.
- Create Hand-Off Approach to Time-Consuming Tasks.
- Automate Billing & Payment, Routing & Reporting.
- Implement Agentic AI Tools into Automation Scripts.
Deliverables
Deliverables
Deliverables
Automation Benefits
- Security & Access Control Provides robust access, policies & encryption.
- Modern Data PipelinesBuilds reliable, scalable ETL/ELT pipelines for automated data flow.
- Data Quality Frameworks/MetricsIdentifies and fixes broken, missing, or inconsistent data at the source.
- Data Transformation (ETL/ELT)Transforms raw inputs into clean, structured, analytics-ready datasets.
- Data Warehousing SetupOrganizes data into a single, secure, query-optimized environment.
- Dashboards & Reports Real-time visibility into business performance; PBI, Tableau, Looker.
- Profitability Analysis Identify margin drivers, cost leaks, and opportunities to improve profitability.
- KPI Frameworks & Metric Definitions Standardized, trusted metrics aligned across your entire organization.
- Automated Reporting Pipelines BI reports refresh automatically without manual updates or spreadsheets.
- Single Source of Truth A unified data model where all teams use consistent, reliable numbers.
- Churn Prediction Identify which customers are at risk of leaving and the factors driving churn.
- Profitability & Channel Optimization Find your highest-value products, services, and channels using machine learning.
- Customer Segmentation Group customers by behavior and value to personalize offers and improve retention.
- Demand Forecasting Predict demand for products or services to optimize inventory and resource allocation.
- Time-Series Forecasting Predict trends like sales, inventory, and workloads using advanced models.
- Reduced Costs Automate manual workflows to cut labor-intensive tasks and lower overall operating expenses.
- Speed & Productivity Automation of high-volume processes to increase throughput, reduce cycle times, and improve team efficiency.
- Compliance & AccuracyMinimize human error and enforce consistent, audit-ready processes across teams.
- Scale OperationsSupport rapid growth through automation
- Systems integration Automated pipelines that connect previously disconnected systems, enabling seamless data flow and reducing duplicated work.
Trusted by Data-Driven Finance Leaders
We work side-by-side with you to modernize systems, automate manual work, and turn your scattered data into clear, actionable insights.
You’ll work directly with U.S.-based experts who explain every step in plain language.
Technology Expertise
Our success is built on a foundation of strategically selected, modern, and proven technology tools.
We deliver end-to-end data expertise, from Data Aggregation and Scalable Storage to High-Impact Dashboards and Machine Learning Models. We engineer cohesive systems that streamline your operations and accelerate growth.
We pair this technical expertise with Workflow Automation to ensure your entire operation is efficient, error-free, and fully integrated.
We deliver end-to-end data expertise, from Data Aggregation and Scalable Storage to High-Impact Dashboards and Machine Learning Models. We engineer cohesive systems that streamline your operations and accelerate growth.
We pair this technical expertise with Workflow Automation to ensure your entire operation is efficient, error-free, and fully integrated.
About Us
We’re a team of business people, financial analysts and data professionals who turn messy, scattered data into clean, actionable insights.
With expertise in analytics, automation, and dashboard design, we help businesses make smarter decisions, faster.
U.S.-based, plain-speaking, and tech-savvy business professionals — we bring strategy, clarity, and the tools to help you grow, scale and profit.
