Trust your numbers when it matters.We run your reporting so it’s reliable, on time, and defensible.
We connect to your systems, build and operate data pipelines, and run reporting end-to-end inside your environment. You don’t manage this. We do.
Teams call us when:
- Reporting breaks under growth or system change
- Different teams show different numbers
- Deadlines are at risk
- The person holding it together is gone
We connect systems
Automated pipelines replace fragile processes
We run reporting
Monitoring, fixes, new reports as needs change
No lock-in
Everything lives in your environment
Reporting doesn’t fail randomly.It fails the same way, every time.
It’s because the reporting chain can’t survive growth, complexity, or pressure.
Board pack is a negotiation
The same KPI shows up three different ways depending on who built the report. Meetings become reconciliation sessions instead of decisions.
Close takes longer as the business grows
More entities, locations, payers, SKUs, projects. Consolidation becomes manual stitching. The timeline drifts and the numbers arrive stale.
Billing and cash are leaking
WIP, A/R, charge capture, utilization, or SLA reporting doesn’t reconcile. Disputes rise. Cash predictability drops. The business bleeds quietly.
Reporting depends on a single person
One analyst knows the ‘real’ logic. One finance lead owns the macros. When they leave, everything stops or degrades immediately.
Why this happens
Disparate systems
ERP + CRM + billing + operations tools + spreadsheets. Reporting becomes a manual integration job.
Definition drift
“Revenue”, “margin”, “utilization”, “denials”, “SLA compliance” get redefined per team, per report, per month.
No accountable owner
Work is spread across IT, finance, ops, analysts, and vendors. When it breaks, nobody owns the outcome.
Trigger events that turn “annoying” into “urgent”
System change
ERP/PSA/EHR/RCM migration or upgrade breaks exports and definitions.
Ownership change
Acquisition, carve-out, new PE sponsor cadence, or tighter lender reporting.
Scale jump
New locations, entities, service lines, payers, or product lines multiply complexity.
Key person loss
The reporting owner quits, goes on leave, or burns out and the machine stalls.
Mid-market teams don’t fail because they lack tools.
They fail because nobody owns reporting delivery end-to-end: ingestion, definitions, and recurring outputs.When accountability is fractured, reliability becomes optional.
Trusted by
Companies who've replaced fragile reporting with reliable data foundations
We build and maintain your reporting system.
Tools are not the problem.The failure is that no one is accountable for ingestion, definitions, reliability, and recurring delivery together.You own the infrastructure. We do the work end-to-end and stay responsible for the result.
What this includes (and what it doesn’t)
✓ What we do
- • Connect to your source systems and build automated ingestion
- • Model and standardize definitions so numbers don’t drift
- • Build and rebuild recurring reports so they stay correct as the business changes
- • Monitor and fix pipelines before deadlines and meetings expose failures
- • Own delivery cadence for close, board, lender, audit, billing, and SLA cycles
✗ What we do not do
- • Advice-only engagements
- • One-time dashboard builds
- • Ad-hoc “analysis projects” without ownership of the system
- • Staff augmentation or executing inside your internal plan
- • Operating with no authority to standardize definitions
If accountability is split, reliability stays optional.
How it works
Stabilize
Identify the must-not-fail reports. Stop late or wrong numbers. Protect close, board, lender, billing, and SLA windows.
Build the system
Implement pipelines, definitions, and standardized recurring reporting inside your tenant so the process stops being fragile.
Maintain reliability
We monitor, fix, and adapt as systems and business logic change. Reporting stays on time and defensible every cycle.
No lock-in
Everything is built in your tenant under your accounts. If you bring it in-house later, nothing migrates. We simply stop maintaining it.
What you get
One accountable team
A single team responsible for pipelines + definitions + recurring delivery.
Definition stability
Revenue, margin, utilization, A/R, SLA metrics. Same meaning everywhere.
Reliability under change
System updates, new fields, acquisitions. Breaks are detected and fixed before you feel them.
Deadline protection
Close, board, lender, audit, renewals. Outputs show up on time with fewer fire drills.
Why this wins vs the usual options
Hiring
High fixed cost. Slow ramp. Often becomes a new single point of failure.
One-off consulting
They build, hand you docs, and leave. Reality changes. You inherit the breakage.
Build + maintain
We keep operating the system so reporting stays reliable without rebuilding every quarter.
You don’t need more tooling.
You need one team accountable for pipelines, definitions, and recurring delivery.
Built for teams that want reporting off their plate
We connect to your systems, build and operate data pipelines, and run reporting inside your environment.We are accountable for reliability and on-time delivery.
Non-negotiable: we need access and authority to standardize definitions and operate the system.
You’re a fit if
Accountability gap is obvious
- Reporting depends on tribal knowledge or one spreadsheet owner
- No one is responsible for data intake, definitions, reliability, and delivery together
- When systems change, numbers drift and no one knows where to fix it
Deadlines have consequences
- Close, board packs, lender reporting, audit, payroll, or billing cannot slip
- Customer SLA reporting affects renewals, penalties, or trust
- Leadership challenges numbers and your team cannot defend them quickly
Complexity crossed a threshold
- 5+ systems must reconcile (ERP, billing, CRM, ops tools, spreadsheets)
- Multi-entity, multi-location, or PE reporting requirements
- Growth turned manual workarounds into recurring fire drills
You want it off your plate
- You want one team accountable for reporting reliability
- You want continuity through turnover, migrations, and process change
- You want reliable recurring reporting without building a data team
Not a fit if
- You want a one-time dashboard build
- You want advice or strategy decks, not execution
- You want staff augmentation or someone to follow your internal plan
- You are fine with late reporting or inconsistent definitions
- You want to keep the work and risk in-house
- You want us to operate without authority to standardize definitions
- You want accountability without granting access or decision rights
Plain truth
If you want to keep control but outsource blame, nothing improves. One team must run reporting end-to-end with real authority.
This is for you if
You get blamed when the numbers are late, wrong, or indefensible.
Buyer mode
CFO / VP Finance
Owns close and credibility. Cannot walk into a board or lender call with unstable numbers.
- Close packs break under pressure
- Finance and Ops definitions do not match
- Reporting depends on last-minute heroics
Buyer mode
COO / Head of Ops
Owns execution and customer commitments. Needs metrics that match reality.
- SLA reporting affects renewals and penalties
- Ops reports disagree with finance reports
- System changes break operational visibility
Buyer mode
PE Operating Partner / Portfolio Leadership
Owns speed and standardization across companies.
- Add-ons or carve-outs broke consolidation
- KPI definitions vary by entity
- Reporting maturity is required immediately
Common trigger events
If you’re in one of these situations, you don’t need more tooling. You need one team running reporting.
If you're at a breaking point, let's talk.
If growth, change, or turnover just exposed the cracks, we can stabilize your reporting system in 60–90 days and keep it reliable.If you later bring it in-house, nothing migrates. We simply step back.
Which breaking point brought you here?
Send a quick note with:
- What broke: system change, scale, turnover, deadline pressure, trust collapse
- Must-not-fail outputs: close pack, board pack, lender reporting, audit, billing, SLAs
- Systems involved: ERP, CRM, billing, ops tools, spreadsheets, data feeds
We'll respond within one business day or tell you we're not the right fit.