Financial Reporting
to Drive
Growth, Profitability & Valuations
We build a governed data warehouse and BI layer so your operational reporting, financial reporting, and ARR analytics are accurate, auditable, and democratized. We call this Data-First Finance.
Your data, fully activated
We transform fragmented systems into a unified intelligence layer that powers every decision.
CFOs of private-equity backed companies, B2B SaaS CFOs, FP&A, PE operating partners.
Governed warehouse + BI for automated financial reporting and ARR roll-forwards.
In: CRM, billing, ERP, HRIS. Out: Board KPIs, ARR cube, forecasts.
Democratized reporting, automated analytics, diligence-ready data, board-ready metrics.
Snowflake/BigQuery/Redshift/Databricks → Looker/Tableau/Power BI/Mode.
3-6 month build. Ongoing partnership for maintenance, dashboards, and strategic reporting.
The Infrastructure
Three pillars power your financial infrastructure
Connect
Unify CRM, ERP, billing, and HRIS into a single governed warehouse. No more CSV exports or manual reconciliation.
Automate
Transform weeks of month-end work into real-time dashboards. ARR rollforwards, board metrics, and forecasts on autopilot.
Scale
Built for growth. From Series A to IPO, your financial infrastructure scales with enterprise-grade security and compliance.
The Roadmap
A pragmatic, collaborative approach — aligning Finance, IT, and Leadership around a shared data foundation in just a few weeks.
Discover & Design
Map systems, define metrics, and establish your financial data blueprint.
Build & Connect
Create ELT pipelines, model your ARR/HR/Spend data, and build a governed warehouse.
Validate & Launch
Reconcile to source, roll out dashboards, and transfer ownership to Finance.
Finance Teams Are Stuck
Most finance teams spend 60-70% of their time on data plumbing instead of driving strategy and growth.
Data-First Finance
We implement a governed data warehouse and business intelligence layer—democratizing access so that Operational leaders, FP&A, and Executives run on the same live, audit-ready dataset.
Governed Data Warehouse
A single source of truth built directly in your warehouse. We unify CRM, ERP, and Billing data to eliminate "spreadsheet glue" forever.
Operational Democratization
Move beyond PDF report packages. Give Sales, CS, and Execs live access to operational KPIs they can trust and drill into.
Diligence-Ready Data
Automated ARR roll-forwards and financial statements that are fully traceable to the source record—ready for audit or exit at any moment.
AI-Ready Infrastructure
AI is only as good as the data it reads. We structure your financial data layer to be "LLM-readable," preparing you for the next generation of automated insights.
BETASay hello to Levy.
Your intelligent finance partner. Levy isn't just a chatbot—it's an applied intelligence layer that lives on top of your enterprise data warehouse. Ask natural language questions, automate workflows, forecast revenue with AI confidence scores, and get instant insights from your complete financial stack—no SQL required.
Core Capabilities
Good Morning, CFO
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How we build Levy for you
We don't just give you a login. We integrate Applied AI into your specific financial stack.
Readiness Assessment
We benchmark your current stack and data quality to uncover the highest-ROI automation opportunities.
- Maturity Scoring
- Infrastructure Review
Applied Prototyping
We don't write slide decks—we build. Our prototypes run directly in your environment using your real data.
- Natural Language Queries
- Workflow Assistants
Secure Integration
We design safe deployment frameworks that balance automation with strict financial control and compliance.
- Human-in-the-loop
- Privacy Frameworks
Trusted by Finance Leaders and Private Equity
Real outcomes across the entire growth spectrum — from PE-backed platforms to public SaaS.
Recent Engagements (2024-2025)
Select a case study to see detailed impact analysis
Select to Expand
The Valuation Case
Delivering a Best-in-Class ARR Reporting Environment
- Identified $20M in missed ARR impacting valuation.
- Built billings-based ARR model in Snowflake.
- Automated Price, Quantity, Churn roll-forwards.
Delivering a Best-in-Class ARR Reporting Environment
Transforming a legacy SAP environment into a transparent, audit-ready Snowflake data model.
The Problem
- • Relied on opaque SAP reporting that spread revenue evenly, hiding step-ups.
- • Unable to clearly separate price versus quantity movements.
- • Monthly ARR fluctuations were unexplained.
The Impact
- • Identified $20M in missed ARR, directly impacting company valuation.
- • Established defensible, audit-ready metrics for investors.
The Solution
- • Built a billings-based ARR model in Snowflake using actual billing schedules.
- • Reconstructed history to expose real commercial activity (step-ups, add-ons).
- • Automated roll-forward reporting: Price, Quantity, Churn, and Expansion.
The Architecture Case
Multi-Cube Architecture for Complex Revenue
- Unified Sales (CRM) and Finance (ERP) data.
- Implemented automated source validation logic.
- Created single semantic layer for reporting.
Multi-Cube Architecture for Complex Revenue
Unifying disconnected CRM and ERP data into a single source of truth for global leadership.
The Problem
- • Fragmented data landscape with discrepancies between Sales (CRM) and Finance (ERP).
- • Manual data cleansing required to validate source information.
- • Lack of a unified view for 'Bookings' versus 'Revenue'.
The Impact
- • Eliminated reporting friction between Sales and Finance ops.
- • Enabled granular validation of revenue against bookings data.
The Solution
- • Designed a Dual-Cube architecture integrating both CRM and ERP data streams.
- • Implemented automated source data validation and cleansing logic.
- • Created a unified semantic layer for cross-departmental reporting.
The M&A Case
Standardizing Acquired ARR & Payments
- Harmonized platform vs. acquired entity metrics.
- Modeled complex recurring payments revenue.
- Board-ready analytics for organic vs. inorganic growth.
Standardizing Acquired ARR & Payments
Integrating inorganic growth and complex recurring payments into a single reporting framework.
The Problem
- • Difficulty harmonizing metrics between the platform and acquired entities.
- • Complex 'Recurring Payments' revenue stream was hard to model alongside SaaS ARR.
- • Manual effort needed to consolidate organic vs. inorganic growth.
The Impact
- • Clear visibility into organic growth vs. acquisition impact.
- • Board-ready analytics for both SaaS and Transactional revenue streams.
The Solution
- • Built a unified reporting framework that includes Acquired ARR logic.
- • Developed specific analytics modules for recurring payments revenue.
- • Automated validation rules for acquired customer data.
Why Firms Choose LevelUp
We deliver reporting environments based on your existing tech stack — no need to rip and replace your current applications.
Finance Consulting + Data Expertise
We speak GAAP, SQL, and Python — translating messy systems into clear financial logic.
Built in Your Stack
Snowflake, BigQuery, Redshift, or Databricks — no proprietary black boxes or lock-in.
Partner to IT
Secure, governed, and production-ready — designed to live inside your infrastructure.
Designed for the Boardroom
Clear, consistent, consumable metrics your CFO and investors can trust.
Frequently Asked Questions
What is automated financial reporting?
A governed data warehouse plus BI that eliminates manual spreadsheets. Close faster, publish board KPIs automatically, and trust every number back to source.
What is ARR reporting and an ARR roll-forward?
ARR reporting tracks run-rate revenue by customer, product, and time. The roll-forward explains the changes—new, upsell, downsell, churn—between periods with full reconciliation.
Which BI reporting tools do you support?
Looker, Tableau, Power BI, Mode—and whatever your team prefers, powered by Snowflake/BigQuery/Redshift/Databricks.
Data-First Finance you can Trust
Build transparency, automation, and insight into your reporting workflows to drive better decisions and higher valuations.