Custom tools
When a spreadsheet or a standard report isn't enough, we build a working tool around how you run, connected to your accounting, CRM, and billing data.
Scoped, fixed fee
Price depends on the number of accounts and entities, active projects or contracts, and monthly transaction volume.
Sample data · C-Suite Finance Hub
Cash, revenue, and pipeline against plan, built from your own accounting reports and tied back to your books. Click through the sample below.
Sample Co
Finance dashboard
Data through Aug 31, 2026
Ties to your books · as of Aug 31, 2026
Current cash
$2.76M
as of Aug 31, 2026
Net change this month
-$70K
Aug 2026
Avg. monthly cash change
+$50K
last 3 months · cash-generating, no runway limit
Total A/R
$1.61M
aging report as of Aug 31, 2026
DSO
47.5 days
A/R ÷ last 3 months’ revenue × days
Cash at month-end
Sep 2025 – Aug 2026
Built from your own reports
Your accounting reports, mapped to your chart of accounts, so the numbers match your books.
Every figure ties back
Each view shows the date it ties to your books, so leadership knows what they're looking at.
Grows with you
Custom views get added as you need them, such as WIP, project margin, or pipeline by segment.
Sample data for a fictional company. Your hub shows your numbers.
Margin by job, phase, or client, updated with each close, so you know which work to chase.
Work that should have been billed and wasn't, surfaced for your team every week.
What sales closed, what got billed, and what got collected, matched line by line.
The spreadsheet your team depends on, rebuilt as a simple app with the same logic and one version everyone uses.
Step 1
Scoping call
We talk through the question the tool needs to answer and the data behind it.
Step 2
Fixed-fee scope
You get a written scope and one price before any work starts.
Step 3
Build
We build it on your data and check it against your books.
Step 4
Handoff, with a guide
You own the tool, with a short guide on how to use and read it.
Want us to keep it running? Optional monthly maintenance is quoted separately.
Describe the tool you wish your team had, or book a walkthrough and show us the spreadsheet that runs the business.