Data & Analytics

Good, clean data can save your business from fraud and regulatory misalignment. It provides clear audit trails across finance and HR, building defensible systems for confident audits and reporting. That’s why we design structured systems that validate and track data at the point of entry. We start with good data and make it better.

We remove the errors – and the risk of future errors. We can say this with confidence because we implement validation rules and reconciliation routines that automatically detect and correct errors to ensure the integrity of your financial reports. Daily record management ensures accuracy and enables strategic financial decisions.

We keep entities’ (PAC, foundation, restricted funds, advocacy) data separate in their own books. Your system also provides cross-entity visibility, which provides views of the entire organization for high-level stakeholders. You needn’t worry about double-counting or duplicate entries because transactions are reflected across the structure, increasing transparency and enhancing audit preparation.

Our advanced systems implement dashboards and real-time reporting tools that support fast, proactive decision-making to optimize opportunities and avoid risks. Automation pulls data from multiple teams, which eliminates the delay between data analysis and informed action, like defining new KPIs for more relevant metrics analysis.

No worries. Our solutions integrate finance, HR, payroll, and operations platforms, opening the way for automated cross-platform data flow. Your systems are instantly more efficient with accurate data that enables consolidated and consistent reporting. Employees are more productive because there’s no need to cross-check data to hunt out and correct double entries.

Constantly implementing and updating patches is both time-consuming and frustrating. Our solutions solve the problem by implementing scalable and automated workflows. More accurate data provides more reliable insights, which are the basis for data-driven financial planning. The upshot? Long-term operational improvement and a healthier bottom line.

We go back to the beginning, when the foundations were being poured. We tackle the structure, validations, and ownership. By reducing errors at the source, you reduce the chance of errors later on.

Clear timestamps and users do wonders for audit trails. The data generated ensures investigators use accurate records, not fallible memories. In fact, accuracy is further enhanced by automation and integration. For instance, connected systems share data quickly and smoothly. They replace old manual tasks, like collation. The result? Finance and operations read the same facts.

We work with you to define the metrics that matter most to your business. Then we lock them in, avoiding future rework (unless absolutely necessary).

One of the most impactful steps in data quality repair is team training. It’s essential for your teams to understand inputs and reviews upside down and sideways. This ensures data quality is maintained when your consultant leaves your refreshed system in your capable hands.

We briefly mentioned integration above, here’s a closer look at its importance to data analytics and insightful decision making. For instance, integrating finance and operational platforms to move data continuously between systems. No data dumps at the end of the month.

Integrating bank, card, payroll, and subledgers to the (general) ledger maintains the integrity of data with dimensions intact.

Integrate inventory, production, or donor systems to finance. This ensures program and product views are based on real data and aren’t inferred.

Integrate KPI feeds with daily and weekly data packs so leaders always have current data to work with. No more stale data as they are kept waiting for spreadsheets to reveal their secrets.

It’s important to monitor catches, failures, retries, and dead-letter queues so that data isn’t mysteriously lost.

Decision makers get a whole new, comprehensive view of their companies’ financial health. For instance, customizable dashboards that cover cash, margin, and runway. One of the biggest benefits decision makers get out of dashboards is the narrative support for their choices. So much more insightful than charts only.

Faster audit responses are also a great benefit. Evidence is attached to transactions, so there’s no need to go hunting for answers. Auditors appreciate this time-saver and it’s always good to make auditors happy.

Your team also saves time because they’re not chasing numbers. Instead they can focus their attention on pricing, mix, and staffing.

Data quality has been established, which leads to increased confidence in forecasts and ultimately gives scenario work practical value.

Perhaps the best outcome for decision makers is a flexible yet robust platform that adapts as your business grows. It’s a relatively simple matter to plug in new sources without the inconvenience of a rebuild.