A single source of truth for businesses without a data team
Prexisio helps mid-sized companies to centralize their data and automate reporting so the reports you already run stay accurate and up to date—without hiring an in-house data team.
No new platform. No workflow change. We strengthen what you already do—then keep it running.
Commonly used by operations-heavy teams managing data across systems and spreadsheets.
Centralized data
Automated reporting
Reports that don’t break
Built for teams who need trustworthy numbers—without building a data department
Your business runs on a fragile system that technically works—but only just.
Data is scattered across spreadsheets, accounting software, CRMs, and operational systems. Reports get rebuilt every month, numbers don’t quite line up, and teams rely on different versions of the truth—especially when you’re trying to reconcile numbers across teams and reports.
“Everyone knows the ‘real’ spreadsheet—until it isn’t.”
This has become the reference point: familiar, uncomfortable, and risky. The moment a file changes, a column breaks, or a source shifts, trust in the numbers starts to wobble.
“Every manual step is another chance for error.”
Reporting depends on copy/paste workflows, brittle formulas, and time-consuming reconciliation. When numbers conflict, decision-making slows—and confidence erodes.
“It all depends on a few people.”
A small number of people know how everything fits together. When they’re busy—or leave—reports slip, definitions drift, and the business feels exposed.
You just need numbers you can trust—consistently, across the business.
The real risk isn’t missing out on better analytics. It’s the growing cost of continuing this way—and not knowing when the system will finally break. Hiring a full data team feels premature, but staying manual feels increasingly unsafe. You don’t need a new platform—you need the reporting you already run to more reliable.
Trusted by
Companies who've replaced fragile reporting with reliable data foundations
A dependable data foundation—built and run for you.
Prexisio replaces fragile, manual reporting with a single source of truth, automated pipelines, and standardized metrics and reports, ensuring your numbers are consistent, repeatable, and trusted without hiring an in-house data team.
We centralize your data
We consolidate data from your existing systems into a single source of truth so everyone works from the same numbers.
We automate data pipelines
We remove manual extracts and spreadsheet stitching by automating how data moves and stays up to date.
We deliver standardized reporting
We standardize metrics and automate recurring reports so leadership can rely on consistent definitions and consistent outputs.
Ongoing ownership (your choice)
We can maintain the pipelines and fix breaks—or we can train a superuser and support the handoff so your team can take ownership.
Why we're different
✗ Building in-house
- • Hire a full-time data analyst or engineer
- • Wait 3-6 months for recruiting and onboarding
- • Build institutional knowledge over time
- • Risk losing that knowledge when they leave
- Cost/Investment:
$100k+ salary + benefits + ramp-up time - → High fixed cost with execution risk
✓ Prexisio
- • Centralize your data into a single source of truth
- • Automate pipelines and recurring reporting
- • Train a superuser at no additional cost
- • Provide 30 days of post-handoff support
- Cost/Investment:
Fractional investment with immediate deployment - → We build the foundation and make sure it runs
How We Work
Our engagements are structured, execution-focused, and designed to leave you with a system that works long after we’re done.
We map your existing reports and centralize the data
We start by mapping the reports you already run and the systems behind them, then centralize your data into a single source of truth. There’s no rebuild of your workflows—just clarity on where data lives and how it connects.
We automate the data flow
Next, we replace manual extracts and spreadsheet stitching with automated pipelines. Data stays current, definitions stay consistent, and reporting no longer depends on fragile processes or individual effort.
We standardize metrics and automate recurring reports
We standardize key definitions and automate recurring reports so leadership can rely on consistent outputs month after month. The goal isn’t more reporting—it’s reporting you can trust.
We document everything as we build
Documentation is created alongside every completed deliverable—not at the end. You receive clear, practical documentation covering data sources, logic, and dependencies so your internal team can understand, support, and extend the system confidently.
Ongoing ownership (your choice)
Once the foundation is in place, you choose how ownership works going forward.
- Option A: We own the pipelines and fix breaks.
- Option B: We train one internal superuser and support the handoff.
The result is not a black box or an open-ended engagement—it’s a dependable data foundation your team can run with confidence.
Mid-sized companies without an in-house data team
We work with operations-heavy teams who own reporting and feel the pressure when numbers don’t line up—teams managing data across systems and spreadsheets who need a single source of truth, automated pipelines, and reliable reporting without becoming a data organization.
Operations-led teams
Leaders need consistent numbers to run day-to-day operations, but reporting depends on manual work—often across operational tools and finance systems.
Finance teams under pressure
Close and reporting cycles require reconciliation across systems and conflicting definitions—slowing decisions and eroding confidence in the numbers.
Growing companies
Volume and complexity are increasing, but reporting still relies on fragile processes that don’t scale as the business adds customers, transactions, or operational complexity.
Teams dependent on manual reporting
Reporting works “because someone knows how,” not because the system is reliable—creating risk when volumes spike or key people are unavailable.
Common characteristics of our clients
Predictable, deliverable-based pricing
Our pricing reflects the value of a reliable data foundation—not the number of hours it takes to build it or a software license you have to adopt.
Structured, deliverable-based engagements
We price projects around clear deliverables and measurable outcomes—not open-ended consulting hours. You know what you’re paying for, what’s included, and what success looks like before work begins.
- Defined scope and timeline
- Clear deliverables
- No surprise invoices
Aligned to outcomes
Pricing is aligned to outcomes—reliable reporting and reduced operational risk—not activity. You’re investing in a foundation that keeps reporting consistent, repeatable, and trusted.
- Single source of truth
- Automated pipelines
- Standardized metrics and automated recurring reports
Built to reduce risk, not create complexity
Our goal is to make reporting dependable without forcing a new platform, a new workflow, or a large internal team. You get clear outcomes, practical ownership options, and a data foundation your business can rely on.
Get reliable reporting without building a data team.
If your reporting depends on manual processes and reconciliation, we can help you centralize your data, automate pipelines, and make your existing reports reliable—without introducing a new platform.
Not sure if your reporting is broken?
Take our 2-minute Reporting Maturity Assessment to see where you stand.
Or send a brief note with:
- The systems and tools you use today (accounting, CRM, operations, etc.)
- Your reporting cadence (weekly, monthly close, board pack, etc.)
- What's breaking today (conflicting numbers, manual work, delays)
We'll respond within one business day with next steps—or let you know if we're not the right fit.