Keep your data alive. Turn static into strategic.
Connect your business systems. Apply rigorous analytical frameworks — from cost accounting to operational metrics. Get reports your leadership can rely on.
Your business deserves better than spreadsheets and generic dashboards
Generic BI tools show you what happened. Spreadsheets break when your business changes. You need reports that:
- • Apply rigorous frameworks — from cost accounting to operational analytics
- • Handle complex business structures (multi-entity, multiple cost centers)
- • Explain why numbers changed, not just show that they did
- • Connect operational metrics to financial outcomes
- • Update automatically as your business scales and grows
How It Works
1. Connect Your Data Sources
Pull data from your existing systems:
- • ERP systems (SAP, NetSuite, Odoo)
- • Databases (Postgres, MySQL, SQL Server)
- • Business tools (Stripe, QuickBooks, Shopify)
- • Custom APIs and data warehouses
We handle the extraction, normalization, and validation.
2. Apply Rigorous Analytical Frameworks
We don't just visualize your data — we model it correctly using frameworks from cost accounting to operational analytics:
- • Cost accounting (ABC, standard costing, variance analysis)
- • Operational metrics (efficiency, utilization, throughput)
- • Multi-entity consolidation and reconciliation
- • Custom business logic and allocation rules
3. Get Reports You Can Rely On
Receive reports built for decision-making scrutiny:
- • Custom P&L, operational dashboards, or integrated views
- • Drill-down capability to understand what drives the numbers
- • Root cause analysis for variances and anomalies
- • Export to Excel, PDF, or integrate via API
Who This Is For
CFOs at Growing Companies
You've outgrown QuickBooks but SAP implementations take 18 months. We build the custom financial reports you need on your existing data — in weeks, not years.
Common requests:
- • Multi-location P&L with proper cost allocation
- • Product-level profitability using ABC costing
- • Budget vs. actual with meaningful variance analysis
Operations & Finance Teams
Connect operational metrics to financial outcomes. See how efficiency, utilization, and volume drive your P&L.
Use Cases:
- • Cost per unit with operational drivers
- • Efficiency metrics tied to labour/overhead costs
- • Variance analysis by operational segment
Companies Preparing for Audits or Fundraising
When your numbers will be scrutinized, you need reports built on defensible methodology — not dashboard screenshots.
We provide:
- • Documentation of cost allocation methods
- • Audit trails for all calculations
- • Reconciliation to source systems
- • Methodology explanations for non-finance stakeholders
Two Ways to Start
Path 1: Self-Serve Bookkeeping
$10/month (2-month free trial)
Perfect for:
- • SMBs organizing financial data for the first time
- • Companies building a data foundation before custom reporting
- • Teams that need basic expense tracking and categorization
What you get:
- • Email-based receipt and bill capture
- • Automatic categorization and vendor normalization
- • Basic P&L, cash flow, and expense reports
- • Export to Excel or share with your accountant
- • Receipt scanning and upload
The upgrade path:
As your data grows and you need deeper analysis (ABC costing, multi-entity consolidation, operational metrics), you can request custom reports built on the same data foundation.
Path 2: Custom Enterprise Reports
Custom Pricing
Perfect for:
- • Companies that need reports beyond what dashboards provide
- • CFOs preparing for audits, fundraising, or board meetings
- • Businesses with complex operations (multi-entity, multiple cost centers)
- • Teams that have outgrown QuickBooks but don't want SAP
What you get:
- • Custom P&L built using the accounting method your business needs
- • ABC costing, standard costing, job costing, or custom allocation
- • Variance analysis with root cause breakdown
- • Multi-entity consolidation (if applicable)
- • Operational metrics tied to financial outcomes
- • Direct connections to your ERP, databases, or business tools
Delivery:
We scope your requirements, build the first report in 4-8 weeks, then maintain and evolve it as your business changes.
Pricing
Self-Serve Bookkeeping
$10 USD / Month
2-Month Free Trial
Free credits expire after trial period
- • Email-based bill and receipt capture
- • Automatic categorization & vendor normalization
- • Unlimited records and email accounts
- • Basic P&L, cash flow, and expense reports
- • Analytics dashboard
- • Receipt scanning/upload
- • Export to Excel
- • Email notifications
Custom Enterprise Reports
Custom Pricing
4-8 Week Implementation
From scoping to first report delivery
- • Everything in Self-Serve, plus:
- • Custom P&L with ABC/standard costing
- • Variance analysis with root causes
- • Multi-entity consolidation
- • Direct ERP/database connections
- • Operational metrics integration
- • Dedicated implementation support
- • Ongoing model maintenance
Why Not Just Use...
Power BI / Tableau / Looker?
Those are visualization tools. They don't know how to allocate overhead costs or calculate purchase price variance. We handle the accounting model, then give you the reports.
Hire consultants?
Consultants build one-time reports in spreadsheets. We build repeatable, automated reports on your live data. First report takes 4-8 weeks, then it updates automatically.
Implement SAP / Oracle?
If you have 18 months and $500K+, maybe you should. If you need custom financial reports in the next quarter, we're faster and more focused.
QuickBooks / Xero?
Those work great for basic bookkeeping. When you need ABC costing, multi-entity consolidation, or custom operational metrics, you've outgrown them.
Frequently Asked Questions
4-8 weeks typically. Weeks 1-2: data connection and understanding your business model. Weeks 3-6: build and test the reporting framework. Weeks 7-8: refinement and delivery.
We build custom reports to your specifications. Our data integration pipeline is production-ready. The specific accounting models (ABC costing, variance analysis, etc.) are built during your project based on your needs.
No. We connect to your existing systems (ERP, accounting software, databases) and build reports on top of them.
Part of our process is data validation and normalization. We'll identify gaps and work with you to improve data quality.
Yes. After initial delivery, we support model changes as your business evolves (new cost centers, allocation rule changes, etc.).
Self-Serve Bookkeeping ($10/month) is for basic expense tracking and organization. Custom Enterprise Reports are for companies that need advanced financial models like ABC costing, variance analysis, and multi-entity consolidation. You can start with bookkeeping and upgrade when needed.
You get 2 months of free access to Self-Serve Bookkeeping with included credits. After the trial, you can continue at $10/month or upgrade to custom enterprise reports if you need more advanced capabilities.
We follow GAAP/IFRS principles and work with your auditors to ensure methodology is defensible.
Get Started Today
Start with self-serve bookkeeping to build your data foundation, or contact us for custom financial reports built on proper accounting frameworks.