Data Engineering & BI
Turn your financial and operational data into decisions — not spreadsheets.
Most businesses export CSVs, paste them into Excel, and call it reporting. We build the plumbing: a unified data warehouse, automated pipelines from every source, and live dashboards tied directly to the books — so leadership knows what's happening before month-end.
Why standard reporting fails
Finance and operations run on separate systems. Your reporting shouldn't.
Most businesses have the data. The problem is that it lives in QBO, Stripe, a POS, a PMS, and three spreadsheets — and nobody has connected them.
Finance + ops data unified
We warehouse your accounting data alongside operational metrics — occupancy, churn, ARR, throughput — so one query answers questions that used to require three departments.
Automated pipelines, not manual exports
No more monthly CSV pulls, copy-paste errors, or 'who refreshed this last?' Every source feeds the warehouse on a schedule — QBO, Stripe, your POS, your PMS — without human hands.
Real-time dashboards
Looker, Metabase, or the BI tool you already have — connected to live data, not last month's export. Leadership sees this morning's numbers, not last Tuesday's.
Metrics that tie back to the books
KPIs that don't reconcile to the P&L are opinions. Every dashboard metric we build traces back to the general ledger so finance and operations are telling the same story.
What's included
Ten deliverables that replace the spreadsheet stack.
From warehouse setup through board-ready metrics — everything needed to make your data actually useful.
The integration gap
Your QBO and your Stripe have never talked to each other.
Most businesses run on 4–8 operational systems that have no native connection to accounting. We close that gap — so revenue recognized in QBO matches deposits in Stripe, subscription counts in your PMS match deferred revenue in the general ledger, and nothing falls through.
What it unlocks
Six things that become possible once the data is clean.
Getting the pipes right isn't the goal — it's the foundation. Here's what you can actually do once the warehouse is running.
One source of truth
Finance, operations, and leadership all pull from the same numbers. No more version conflicts, no more 'which spreadsheet is current,' no more reconciliation meetings.
Automated close support
Month-end goes from a week of manual pulling to a day of review. Pipelines pre-aggregate the journal entries; your team checks the work instead of doing it.
Real-time KPIs
Revenue, margin, churn, and pipeline updated daily — not in a monthly deck. Decisions get made on current data, not last month's export.
Cohort insight
See exactly which customer segments are churning, which are expanding, and what unit economics look like by acquisition channel — so you invest in what's actually working.
Faster decisions
When an executive question takes four hours to answer, it doesn't get asked. When it takes four minutes, strategy improves. Clean data compounds over time.
Investor-ready data room
Due diligence moves faster when every metric is documented, sourced, and reconcilable. Clean data infrastructure is a signal — and it shortens every fundraise or sale process.
What we actually run for you
Industries we build data infrastructure for.
The problem
SaaS and subscription
ARR, MRR, NRR, churn, CAC/LTV, and cohort retention — the metrics SaaS investors expect, built from your Stripe and QBO data, updated daily.
The problem
Cryptocurrency and digital assets
Cost basis tracking, realized/unrealized gain reporting, staking income, and DeFi transaction normalization — piped into a warehouse that reconciles to your books.
The problem
Multifamily real estate
Occupancy, NOI, rent rolls, and CapEx by property or portfolio — pulled from AppFolio, Yardi, or Buildium and unified with QBO for investor reporting.
The problem
Short-term rentals
Channel revenue by Airbnb, Vrbo, and direct — reconciled to your PMS and books, with occupancy, ADR, and RevPAR dashboards updated from live data.
How we work
From data audit to live dashboard in four steps.
We run a fixed engagement: understand your stack, map your metrics, build the infrastructure, hand it off running.
The numbers we put in front of you
Outcomes we measure for every engagement.
Illustrative benchmarks from data infrastructure engagements across our client base.
Figures shown are illustrative.
Keep exploring
Go deeper — or just talk to us.
Related guides
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Stop building reports. Start making decisions.
A 30-minute call. Bring your current reporting stack and the metrics you can't easily answer — we'll show you what the infrastructure should look like, and what it would take to get there.
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