Data Infrastructure for Strategic Finance
LevelUp transforms finance functions through technology-enabled reporting and forecasting solutions. We empower finance teams to play offense, drive strategy and make real-time decisions based on live data. We call this Data-First Finance.
The Problem
Most finance teams spend their week reconciling exports, fixing broken reports, and chasing data instead of driving strategy. The result? Slow decisions and costly misalignment.
⛔️ Fragmented Systems
CRM, billing, ERP, HRIS, and BI all tell different stories — none fully accurate.
🧮 Manual Processes
Finance becomes the integration layer — spreadsheets, manual tie-outs, and late nights.
⚙️ No True Source of Truth
Metrics drift across teams. ARR, bookings, headcount, and spend never quite reconcile.
Our Solutions
LevelUp Finance builds analytics and reporting within a data environment to drive repeatable data-based decision making.
🧊 ARR & Revenue Data Cube
Customer × product × region × time — with traceability to every source record.
📈 Roll-Forwards & Forecasts
Growth, churn, FX, headcount, and spend — all segmented, auditable, and automated.
🔗 Unified Data Layer
Built directly in your warehouse. Connects to BI, FP&A models, and operational systems.
🧠 CFO-Owned Infrastructure
Persistent, auditable, and extensible — built once, leveraged everywhere.
Trusted by Finance Leaders and Leading Private Equity Firms
Real outcomes across growth stages — from PE-backed platforms to public SaaS.
References available upon request. We’re happy to connect you directly with Finance leaders who’ve implemented this operating model.
Why Firms Choose LevelUp
LevelUp delivers reporting environments based on your existing tech stack and your preferred analytical tools – no need to rip and replace your current applications.
Finance + 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.
How We Work
A pragmatic, collaborative approach — aligning Finance, IT, and Leadership around a shared data foundation in just a few weeks.
1. Discover & Design
Map systems, define metrics, and establish your financial data blueprint.
2. Build & Connect
Create ELT pipelines, model your ARR/HR/Spend data, and build a governed warehouse.
3. Validate & Launch
Reconcile to source, roll out dashboards, and transfer ownership to Finance.
Data-First Finance that you can Trust
Build transparency, automation and insights into your reporting workflows to drive better decision making and ultimately, higher valuations