Integrating finance data and automating FP&A reporting for a health tech company
We helped an FP&A team integrate NetSuite, Adaptive, and Salesforce data into a single foundation, automating reporting while allowing teams to continue working in Excel or Power BI.
Outcomes
- Integrated NetSuite, Adaptive, and Salesforce data into a single finance-ready data foundation
- Automated recurring FP&A reporting while preserving Excel workflows where required
- Ensured consistent numbers across Excel and Power BI for planning and performance reviews
Client Context
The client is a health tech software company with a growing finance organization responsible for planning, forecasting, and performance reporting. The FP&A team relied on data from multiple systems, including their ERP, planning platform, and CRM, to support budgeting, forecasting, and management reporting.
As the business grew, maintaining consistency across these sources became increasingly difficult.
The Problem
Disconnected finance systems
Core FP&A data lived across NetSuite, Adaptive, and Salesforce. Each system served a different purpose, but reporting required combining them manually. This made recurring reporting time-consuming and error-prone.
Heavy reliance on manual Excel processes
FP&A relied on Excel-based reports for planning and analysis. While these reports were familiar and effective for end users, they required significant manual data preparation and reconciliation each reporting cycle.
Inconsistent numbers across reports
Because different reports pulled data independently from source systems, the same metric could produce different answers depending on the report or tool being used. This created friction during reviews and reduced confidence in the outputs.
What Changed
Prexisio worked with the FP&A team to establish a unified finance data foundation that integrated NetSuite, Adaptive, and Salesforce into a consistent backend model.
Rather than forcing a single reporting tool, reporting workflows were designed around how FP&A actually worked. Some reports remained in Excel, while others were delivered in Power BI. In both cases, Excel (via Power Query) and Power BI connected to the same underlying data sources to ensure consistency.
Recurring data preparation steps were automated, reducing manual effort and eliminating the need to reconcile numbers across tools. This allowed FP&A to focus on analysis and planning instead of rebuilding reports each cycle.
Impact
Reliable, repeatable FP&A reporting
Finance reports could be refreshed on demand with consistent results, regardless of whether they were viewed in Excel or Power BI.
Reduced manual effort
Automation significantly reduced the time spent preparing recurring reports, freeing FP&A capacity for higher-value analysis.
Improved confidence in finance numbers
With all reports sourcing from the same integrated data foundation, discussions shifted away from reconciling discrepancies and toward interpreting results.
Tool flexibility without inconsistency
FP&A users were able to continue working in the tools they were most comfortable with, without sacrificing data integrity or consistency.
Summary
Over a nine-month engagement, Prexisio helped the FP&A team move from fragmented, manual reporting to an integrated and automated finance reporting foundation. By aligning multiple source systems and supporting both Excel and Power BI workflows from the same backend data, the team gained reliable, repeatable reporting without changing how they worked day to day.