The Finance Command Center
Unified operational and financial reporting for data-based decision-making.
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IntegrateData Warehouse
CentralizeBI & Analytics
VisualizeCommand Center
DecideConnect Systems
We connect directly to your existing operational stack. Whether it's ERPs, CRMs, or Billing systems, we ingest raw data without disrupting your current workflows.
Spending all your time downloading data, pasting it into spreadsheets and building one-time analyses?
Without a consolidating data warehouse, companies are left struggling to understand KPIs and trends critical to driving growth and profitability. This is especially acute for acquisitive companies.
Limited monthly spreadsheet reviews must be rebuilt every month (continuous Op Ex drag)
Business unit reporting manually created each month
Loss of connectivity to source records limits segmentation/time-series analysis
Before LevelUp
With Command Center
The LevelUp Transformation
Finance teams backed by a LevelUp Command Center are freed from the mundane compilation of error-prone manual analytics.
They leverage responsive, automated analytics to create value and lead the narrative around company performance and projections.
Analytics are cascaded throughout the organization, empowering a wide range of managers to drive growth and profitability.
Why LevelUp?
Multi-Disciplinary Team
We speak GAAP/Python/SQL/DAX. Our data engineers partner with finance experts to deliver fast, performant solutions.
Tool-Agnostic
We don't sell software — we deliver the optimal data warehouse and reporting solution based on your environment and requirements.
PE-Ready
Familiar with the rigor of acquisitive, private equity-backed companies. We build reporting environments extensible to future acquisitions.
The Command Center replaces manual processes and drives transformative change throughout an organization
What You Get
A CFO-owned analytics layer that unifies operational and financial truth—without ripping out your ERP or CRM.
Single Source of Truth
Centralized finance, billings, CRM, and product data in your data warehouse for consistent reporting.
Real-Time Dashboards
Refresh on-demand or on schedule; drill across customer, product, geo, and sales dimensions.
ARR Data Cube
Auditable balances and movements with clear definitions for new, expansion, downsell, churn, and FX impact.
Audit-Ready
Governance, lineage, and definitions controlled by finance—not buried in spreadsheets.
See the Command Center in Action
We'll show exactly how we implement inside your stack and automate your finance reporting.