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cfo_pyramid_layers_brand_TRIANGULAR.png
Reporting & Compliance
Record Keeping
Transacting
Financial
Planning
Strategy

01

02

03

04

01

​Build a Scalable Financial Foundation
  • Treat ARR as the fourth financial statement for SaaS

  • Design financial architectures with strong metadata and structural integrity

  • Make reconciliation seamless and enable automation

  • Establish data practices to maximize the power of AI

02

Unlock Efficiency Through Automation
  • Assess systems and processes to uncover automation and AI opportunities

  • Improve compliance, accelerate close cycles, increase accuracy and visibility

  • Free finance teams to focus on strategy and growth

03

Model With Precision and Agility
  • Go beyond standard three-statement modeling with robust ARR and direct and indirect cash flow integration

  • ​Deliver fast, automated forecasting and budgeting in real-time
  • Reporting suites from KPIs to board decks, in a few clicks

04

Finance as a Strategic Growth Engine
  • Integrate planning, reporting, and performance into a unified framework

  • Enable real-time tracking of value creation and resource allocation

  • Support high-stakes decisions in growth, product, and M&A with clarity

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