Fintech & Financial Services
Your financial firm runs on 8 tools. Your reporting runs on one overworked spreadsheet.
QuickBooks holds the books. HubSpot or GoHighLevel holds the pipeline. Ad platforms hold the spend. Payroll lives somewhere else. Commissions are calculated by hand. We build unified data platforms for financial firms so every number has one source and every report tells the same story.
Revenue reconciliation
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Powering data infrastructure for financial services products including
Why your data is working against you
Sound familiar?
If you run a financial advisory, accounting practice, or financial SaaS, this will sound familiar.
01
Your numbers don't reconcile across systems
QuickBooks says one thing. Your CRM says another. Your commissions spreadsheet says a third. Every month-end becomes a forensic exercise instead of a decision-making one.
The problem isn't bad data in any one system. It's that revenue in QuickBooks doesn't map cleanly to pipeline value in HubSpot, which doesn't map to commission tiers in your spreadsheet. Chart-of-account hierarchies differ, date ranges don't align, and accrual vs. cash accounting adds another layer. Your team spends the first week of every month reconciling before they can even start analyzing. By the time the numbers are trustworthy, the decisions they were supposed to inform are already made.
02
You can't tie marketing spend to actual revenue
You're running ads on Google, Facebook, and LinkedIn. You have no reliable way to connect that spend to the advisors it brought in, the clients they closed, or the commissions they generated 90 days later.
Financial services sales cycles are long. A lead from a January campaign might close in April and generate commissions through December. Platform-reported attribution breaks down completely here — Google's 30-day cookie window can't track a 6-month advisory relationship. You need warehouse-level attribution that connects ad click to lead to opportunity to closed revenue to downstream commission, all with proper time-lag windows. Without it, you're optimizing campaigns on incomplete data.
03
Compliance reporting eats your team's time
Every audit, every regulator request, every investor update pulls the same three people off real work for a week. The data exists. Getting it into a defensible report is the problem.
Financial regulators don't care that your data is spread across seven systems. They want a clean, auditable trail from source to report. When your CFO needs to produce a regulatory filing, someone exports CSVs from QuickBooks, cross-references them with CRM records, manually checks commission calculations, and formats everything in Excel. The process takes 3-5 days, it's error-prone, and it's repeated quarterly. A version-controlled warehouse with dbt makes this a button press — and gives your auditor a lineage trail they can actually follow.
What we build
A unified view of your operation.
Instead of stitching reports together every month, use production-ready infrastructure built for how financial firms actually operate.
01
Multi-Source Financial Reporting
We unify QuickBooks, HubSpot, GoHighLevel, ad platforms, and payroll into a single warehouse. One source of truth for revenue, pipeline, spend, and margin. Refreshed daily, reconcilable to the cent.
- Single revenue number across all systems
- Daily automated refresh — no manual exports
- Chart-of-account mapping between QB and your warehouse
- Month-end close reduced from days to hours
02
Advisor & Commission Analytics
Track every advisor's book, production, and commission pipeline in one view. Tie new business to the marketing that generated it. Automate commission calculations that used to take a week.
- Per-advisor book, production, and trailing revenue
- Commission calculations automated with full audit trail
- Marketing attribution to advisor-level closed revenue
- Exception flagging for commission discrepancies
03
Marketing-to-Revenue Attribution
Connect ad spend on Google and Meta to the leads, opportunities, and closed revenue they produced. Built for the long sales cycles that define financial services, not for ecommerce attribution windows.
- Multi-touch attribution across 90+ day windows
- Cost-per-acquisition at the advisor and product level
- Channel-level ROAS with proper revenue lag adjustment
- Campaign budget allocation based on actual downstream value
04
Compliance-Ready Data Warehouses
Version-controlled transformations, full audit trails, role-based access, and documentation that an auditor can actually read. Built on BigQuery, governed with dbt.
- Full lineage from source to report
- Role-based access with column-level masking
- Automated regulatory report generation
- Audit-ready documentation updated with every dbt run
How we do it
A path. Not a rewrite.
- 01
Audit & map
We map every source system, every data flow, and every reconciliation gap. You get a clear picture of where the breaks are.
- 02
Warehouse foundation
We stand up BigQuery or Snowflake with the right project structure, access controls, and cost governance from day one.
- 03
Model & transform
dbt models that reconcile your chart of accounts, unify your customer IDs, and calculate commissions — tested and version-controlled.
- 04
Report & govern
Dashboards your team actually uses, automated refreshes, and a governance layer that keeps the numbers defensible.
Our expertise in action
We don't just build data infrastructure for financial firms. We built one.
FinSights AI is a unified analytics platform for financial advisory and accounting firms. It consolidates QuickBooks, HubSpot, GoHighLevel, ad platforms, payroll, and web tracking into a single reporting layer. We designed the data architecture, built the transformations, and operate the platform today. The result: advisors see their full book in one view, commissions are calculated automatically, and marketing-to-revenue attribution works across the 90-day cycles that define financial services.
See FinSights AI liveWhat we delivered
- A production data platform unifying 6+ source systems into one warehouse
- Automated commission and revenue reporting that replaced manual month-end work
- Marketing-to-commission attribution across all paid channels
- Live, operational, and scaling with the business today
The stack we build with
The opinionated toolbox.
Fivetran
SigmaPythonAirflowGoogle CloudReady?
Ready to make your financial data actually useful?
Stop reconciling spreadsheets at month-end. Stop guessing at marketing ROI. Book a 30-minute call and we'll show you what a real financial data platform looks like.