Trust your numbers when it matters.We stabilize your data infrastructure so reporting is reliable, on time, and defensible.
We integrate your systems, architect governed data models, and operationalize reporting inside your environment. Your team uses it. We own its reliability.
Teams call us when:
- Reporting breaks under growth or system change
- Different teams show different numbers
- Close, board, or audit deadlines are at risk
- The person holding it together is gone
We integrate systems
Governed data models replace fragile spreadsheets and one-off logic
We own reliability
Monitoring, validation, and controlled changes as the business evolves
No dependency
Everything runs in your environment with documentation and handoff
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 the data environment end-to-end: ingestion, definitions, and governed 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 data environment so reporting stays defensible.
Tools are not the problem.The failure is that no one owns the data chain end-to-end: ingestion, definitions, validation, and recurring delivery.You own the infrastructure. We own reliability and stay responsible for the result.
What this includes (and what it doesn’t)
✓ What we do
- • Integrate your source systems and implement automated ingestion
- • Model and standardize definitions so numbers don’t drift
- • Operationalize recurring outputs so they stay correct as the business changes
- • Monitor, validate, and fix before deadlines 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 ingestion, governed definitions, and standardized outputs inside your tenant so the system 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 dependency
Everything is built in your tenant under your accounts. If you bring it in-house later, nothing migrates. We simply step back.
What you get
One accountable team
A single team accountable for definitions, validation, and 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, validated, 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 reliability holds as systems and definitions change.
You don’t need more tooling.
You need one team accountable for definitions, validation, and recurring delivery.
Built for teams that want the data chain off their plate
We integrate your systems, implement governed definitions, and operationalize recurring outputs 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 expanding headcount.
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 own the data chain 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 accountable for the data chain.
If reliability is failing, let's talk.
If growth, change, or turnover just exposed the cracks, we can stabilize your data environment in 60–90 days and keep reporting 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
- Deadline: next close, board date, audit, lender package, renewal, billing cycle
We'll respond within one business day or tell you we're not the right fit.