Good revenue, healthy margins, and still no fast answers.
The founders had their data in three disconnected systems: an accounting platform for the finances, HubSpot for sales and pipeline, and Google Workspace for email and files. Nothing talked to anything else.
Monthly financial analysis meant a full day of manual spreadsheet work, so it rarely happened. Decisions ran on gut feel and outdated figures. The basic questions (true profit, client concentration, what the pipeline was actually worth) took too long to answer to be useful.
The numbers existed. Getting to them cost a day nobody had.
A finance engine that does the finance director's monthly analysis.
Claude on live data, every month, without anyone opening a spreadsheet.
From accounting and pipeline, with transaction validation, so the numbers can be trusted.
True profit and real margin in one place, alongside the business metrics.
Built from pipeline that couldn't previously be forecast, plus concentration risk on the top clients as a share of revenue.
A monthly business valuation tracked month over month, delivered to Slack with zero manual intervention.
The results.
days of manual reporting a month, down from a full day.
systems joined: accounting, HubSpot and Google Workspace.
time true profit and real margin were visible in one place.
to surface client concentration risk, with a working forecast.
Finance data is the most sensitive there is.
This is a live finance system running read-only on the client's own infrastructure. Because it handles profit, margin and client concentration, we don't publish the client's name or a named quote. The numbers and the build are real, the identity stays private. That's the standard we'd hold for your finances too.
Numbers in three systems, and the monthly report never gets done?
Talk to Rikki about a self-updating finance system built on your own infrastructure. We'll tell you what it would take.
