Three capabilities.
One integrated team.
Built in your environment.
Every LevelUp Finance engagement combines finance expertise, data engineering, and AI into a single team deployed directly in your existing infrastructure. Start with what your reporting environment needs most.
Finance Data FoundationsFinance Data Foundations
A governed data warehouse and BI layer built in your existing stack. Snowflake, BigQuery, Redshift, or Databricks. Unified CRM, ERP, billing, and HRIS data. Automated financial reporting that reconciles every output to source.
Wrong numbers slow decisions. This is the system that fixes the foundation.
- Governed data warehouse in your existing stack. No new vendors, no lock-in.
- Automated ELT pipelines from CRM, ERP, billing, and HRIS
- Board-ready reporting and operational dashboards
- Source-level reconciliation on every financial output
- Version control, automated testing, and full documentation
NielsenIQ replaced a 90-minute legacy pipeline with a Snowflake-native architecture delivering five-minute refreshes, zero manual exceptions, and built-in governance. Finance team repositioned from data wrangling to strategic decision support.
ARR Analytics and ReportingARR Analytics and Reporting
Automated ARR roll-forwards with full source-level traceability. Price, quantity, churn, and expansion movements explained and auditable. Built for diligence, board review, and exit readiness.
Investors and boards demand trusted ARR. This is how you build the defensible version.
- Billings-based ARR model in your warehouse, using actual billing schedules
- Automated roll-forwards: price, quantity, churn, and expansion
- Customer-level validation and diagnostic visualizations
- Diligence-ready data with full traceability to the source record
- Comprehensive ARR policy documentation and governance framework
A data and analytics company at $1B+ scale identified $20M in missed ARR after LevelUp Finance rebuilt their billings-based model in Snowflake. Defensible, audit-ready metrics for investors with direct valuation impact.
AI-Enabled FinanceAI-Enabled Finance
AI is only as good as the data underneath it. Most finance teams that try to deploy AI tools hit the same wall: fragmented systems, inconsistent definitions, and data that was never structured to be queried.
LevelUp Finance builds the infrastructure AI runs on. We structure your financial data layer to be auditable, semantically consistent, and ready for natural language queries, automated variance analysis, and forecasting. The result is not a chatbot bolted onto a broken stack. It is a finance intelligence layer built on top of data your team already trusts.
The foundation is not optional. It is the prerequisite.
- A semantic data layer that makes your warehouse readable by AI and by humans
- Natural language query capability against your ARR, spend, and financial reporting data
- Automated variance analysis and period-over-period comparisons
- Forecasting with confidence scoring so you know when to trust the model and when to dig deeper
- Board-ready insights that used to take hours to assemble, delivered in minutes
The CFOs who move first on AI with the right foundation underneath them will have a structural advantage their peers will not close easily. The foundation is not optional. It is the prerequisite.
LevelUp Finance has eliminated 120+ hours of monthly manual work across recent engagements. That is the floor. AI-enabled finance raises the ceiling by shifting your team from data assembly to strategic decision support.
Where should you start?
Numbers are wrong and you need a trusted foundation
Start with Finance Data Foundations. Get a governed warehouse, automated pipelines, and board-ready reporting built in your existing stack.
Finance Data FoundationsARR is inconsistent and diligence is approaching
Start with ARR Analytics. Automated roll-forwards, source-level traceability, and a defensible ARR model ready for investors and audit.
ARR AnalyticsYour data is in order and you are ready to put AI to work
Start with AI-Enabled Finance. LevelUp Finance builds the intelligence layer on top of your existing infrastructure so your team stops answering questions manually and starts leading the conversation.
AI-Enabled FinanceTrusted numbers in less time. Built to last.
Finance, data engineering, and AI in one integrated team, deployed in your environment. Start with the capability your reporting needs most.
Get Your First Deliverable in 30 Days