Finance & Professional Services
Replacing month-end reporting with real-time visibility
A professional services firm consolidated financial reporting from six disconnected spreadsheets into a single real-time analytics platform.
The challenge
Leadership only saw an accurate view of revenue, expenses, and margin once a month, after manual consolidation from multiple systems — too late to catch problems early.
Our approach
- 01Audited existing data sources and reporting workflows across finance and operations
- 02Built a unified data platform consolidating financial and operational data
- 03Delivered real-time dashboards for revenue, expenses, bills, and margin by month and quarter
The results
Time to produce monthly financial view
5–7 days after month close
Real-time
Manual reconciliation hours per month
~40 hours
~6 hours
Reporting sources consolidated
6 disconnected spreadsheets
1 platform
The outcome
Leadership gained same-day financial visibility instead of a month-end lag, enabling faster decisions on staffing, pricing, and client profitability.
Want a similar outcome?
Book a consultation and we'll map what a comparable engagement would look like for your business.