Finance Data Chain
Where your numbers come from, why they're late, and what they're missing.
Everyone talks about the finance team. Almost nobody looks at the chain the data travels down before it gets to them: a sales order raised in the CRM, a delivery note in the warehouse system, an invoice in the accounting package, a bank statement, and a spreadsheet somewhere in the middle that only one person understands.
Every handover in that chain is a place where numbers arrive late, arrive twice, or arrive wrong. We map it, cost each break, and redesign it. Your accountant keeps the books throughout — we're working on the plumbing, not the ledger.
If any of this sounds familiar
- The month closes around the twentieth, and you needed the numbers on the third.
- Data gets moved between systems by hand, and everyone has made peace with it.
- Nobody can tell you which product, client or location is actually profitable without a week's work.
- Discrepancies surface at close, and finding them takes days that nobody has.
None of it is a bookkeeping failure. It's what happens when a business grows faster than the chain its data travels down.
Finance Data Chain Diagnostic
from $6k · 3 weeksOur entry point, fixed price. We follow the data from source document to report: which system it starts in, how many hands touch it, how long each step takes, where it's re-keyed, where reconciliation eats the week.
You get: a map of the chain, a ranked list of breaks with hours and money attached to each, and a plan in priority order. It's a document that stands on its own — you can act on it with us, with your own team, or with anyone else.
Reporting Chain Redesign
from $25k · 2–4 monthsThe rebuild. Target process, data flows between systems, procedures and controls rewritten, your team trained on the new way of working. We design and configure; your people run it afterwards, which is the point — you shouldn't need us to close a month.
Unit Economics from Source Systems
from $12k · 4–6 weeksMargin by product, client and channel — assembled from the CRM, inventory and accounting systems rather than from someone's model. Most companies at this size are confident about total profit and guessing about where it comes from. The answer is usually uncomfortable and always useful.
Cash Forecasting Model
from $12k · 4 weeksA thirteen-week cash horizon built on your own data, with the assumptions visible and editable. We hand over a working model and teach your team to run it, rather than becoming the person who runs it.