Data Crystal Partners
Services

From messy exports to numbers you can present

Each engagement starts with your systems as they are today. We fix what feeds the reports, then build the reports people actually use. Pick one service or combine them.

Service 1

Financial data visualization

Dashboards and board-ready reporting built on your real numbers, refreshed on a schedule instead of rebuilt by hand.

Most finance teams already have the data. What they lack is time to turn it into something a board, investor or department head can read in two minutes. We design the views around the decisions you make each month, then connect them to your source systems so they stay current.

What's included

  • Board and investor update packs
  • Burn, runway and cash forecasting views
  • Budget vs. actuals by department
  • SaaS metrics such as ARR, NRR and CAC payback
  • KPI definitions so every metric has one meaning

What you get

  • Dashboards in Power BI, Excel or the tool you already use
  • A metric dictionary for your team
  • A refresh schedule and owner for each report
  • A walkthrough session for your team

A good fit if

  • Your board deck is assembled by hand every month
  • Two people report the same metric with different numbers
  • Leadership asks questions the current reports cannot answer

Typical timeline

2 to 6 weeks for a first set of dashboards, depending on how clean the underlying data is.

Service 2

Systems crystallization

We untangle the systems feeding your reports so the numbers agree with each other the first time.

Reporting problems usually start upstream: a chart of accounts that grew without a plan, billing and accounting that do not match, or spreadsheets that quietly became systems. We map how data moves through your stack, clean what is broken, and document how it should work going forward.

What's included

  • Chart of accounts review, cleanup and mapping
  • Duplicate and orphan record cleanup
  • Connecting accounting, billing, payroll and CRM data
  • A documented month-end close checklist
  • ERP migration support and data mapping

What you get

  • A system map showing where each number comes from
  • A cleaned and mapped chart of accounts
  • Reconciliation rules between your systems
  • Written procedures your team can follow

A good fit if

  • Month-end close takes more than ten business days
  • You are moving from QuickBooks to NetSuite or Sage Intacct
  • Nobody is sure which spreadsheet is the source of truth

Typical timeline

3 to 8 weeks, depending on the number of systems and how much history needs cleanup.

Service 3

End-to-end data processing

From raw exports to finished reports, we run the whole pipeline so your finance team can focus on decisions.

For teams without a dedicated data or FP&A function, we take ownership of the recurring work: pulling data, transforming it, reconciling it and delivering the reports on a set schedule. You get consistent numbers every month without adding headcount.

What's included

  • Automated data pulls and transformations
  • Reconciliations across sources
  • 13-week cash flow models
  • Monthly reporting delivered on a fixed calendar
  • Ad hoc analysis for board and investor questions

What you get

  • A monthly reporting package on a set date
  • Automated pipelines with documented logic
  • A rolling cash forecast
  • A standing monthly review call

A good fit if

  • You are a startup without a full finance team yet
  • Your controller spends most of the month on data prep
  • You need investor-ready numbers on a regular schedule

Typical timeline

Set up in 2 to 4 weeks, then delivered monthly on a retainer.

Ready to see your numbers clearly?

Tell us about your systems. We reply within two business days.

Request a consult