Financial Analytics
Transforming Raw Financial Data into Strategic Business Intelligence
At Data Solutions Consulting Inc., we specialize in building automated, scalable financial analytics systems that empower your finance team to operate with precision, speed, and confidence. Whether you’re a high-growth SaaS company tracking recurring revenue or a nonprofit scaling its operations, our solutions are designed to bring clarity to complex financial data and unlock powerful insights in real time.
Why Financial Analytics Matters
Traditional financial reporting systems are often fragmented, error-prone, and slow to adapt. As businesses scale, so do the challenges—manual processes break down, reporting lags, and critical decisions are made with incomplete data.
We solve these problems with modern financial analytics infrastructures built on leading platforms such as Snowflake, dbt, Airbyte, Fivetran, and BI tools like Sigma, Power BI, and Tableau. Our systems automate the flow of data from multiple sources, model key financial metrics, and deliver dashboards that provide visibility into the heartbeat of your business.
Our Core Capabilities
Automated ARR & Retention Tracking for SaaS
We design systems that calculate Annual Recurring Revenue (ARR) and track customer behavior dynamically. Using Salesforce and other CRM data, we build models that break down ARR by customer, region, product, and time period. With these insights, you can quickly identify churn, upsells, downsells, and returned customers—making revenue retention strategies data-driven and proactive.
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Dynamic Financial Reporting & Forecasting
We build models that support profit and loss summaries, year-to-date forecasts, and detailed cost breakdowns. By integrating tools like QuickBooks, Braintree, and Google Sheets into a central warehouse, we enable CFOs and finance teams to generate real-time reports with accuracy and confidence. Forecasts become more reliable. Strategic planning becomes more informed.
Data Integrity & Quality Assurance
Our implementations go beyond analytics—we tackle data discrepancies at the root. From resolving budget allocation issues to validating financial records against external systems, we ensure your data ecosystem supports high-confidence reporting. No more “partial data pulls” or mismatched expenses.
Full System Integration & Process Automation
We use platforms like Airbyte to automate data ingestion from key financial and operational systems. Combined with dbt and Snowflake, this automation creates a fully integrated pipeline that eliminates manual effort and reduces the risk of errors. We’ve implemented workflows that now load and transform data on a schedule, freeing up teams to focus on insights instead of spreadsheets.
Built for Scale, Designed for Clarity
Whether you're managing millions in ARR or dealing with multi-channel expense tracking, our infrastructure supports your growth. Every model we build is designed to scale with your data volume and business complexity—so your reporting doesn't fall behind as you grow.
Client Success Spotlight
Food Revolution Network (FRN)
For FRN, a healthy lifestyle and nutrition advocacy organization with over 1 million members, we overhauled their financial reporting and analytics infrastructure by automating data flows from QuickBooks, Braintree, ClickUp, and Google Sheets. Our work included resolving data discrepancies, introducing year-over-year budget reporting with Sigma, and developing advanced financial models for expense tracking, gross margin analysis, and forecasting. As a result, the organization achieved greater financial visibility, reduced manual workloads, and gained the ability to make strategic decisions backed by clean, timely data.
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Netskope – Enterprise SaaS ARR System
For Netskope, a leading cybersecurity SaaS provider, we implemented a fully automated financial analytics system focused on Annual Recurring Revenue (ARR) and customer retention. Using Salesforce as the source of truth, we designed robust dbt models that transformed line item data into daily ARR calculations. We categorized customer account changes into churn, upsell, downsell, new, and retained—enabling the finance and strategy teams to analyze revenue trends at every level, from individual accounts to global regions. Our solution, built on Snowflake and visualized through modern BI tools, now provides real-time insights that support executive decision-making and investor reporting.
Let’s Build Together
If you’re looking to enhance financial visibility, eliminate manual processes, and empower your team with trusted data—Data Solutions Consulting is ready to help.
Schedule a consultation today and discover how we can design your financial analytics solution from the ground up.
Why Choose Us
01.
Expertise in Diverse Financial Data Integration:
Proficient in integrating various financial data sources for a holistic view.
02.
Customized Analytics Solutions:
Tailored strategies and models that align with unique business needs.
03.
Advanced Reporting Capabilities:
Empower businesses with actionable insights through advanced reporting tools.
04.
Impactful Decision Making:
Drive success through informed financial decisions and strategic planning.