Case Studies

We build financial systems
that make sense to operators.

No dense 100-page slide decks. No generic spreadsheets you will never look at again. Just highly tailored, automated systems that fix back-office headaches, protect your margins, and show you exactly where your cash is going next week.

Freight & Logistics

Moving a Multi-Division Freight Brokerage Off Manual Spreadsheet Commissions

Auto
Commission Workflows
100%
Rep Performance Clarity
The Friction

Cody's freight brokerage was growing fast, but tracking rep commissions meant manually reconciling a mess of patchwork spreadsheets and booking sources every period. It was incredibly slow, prone to costly human errors, and left the owner blind to forward-looking shipment volumes by business line.

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Healthcare Portfolio

Consolidating Multi-Location Clinic Reporting in a Single Click

1 Click
New Location Additions
Minutes
Consolidation Time
The Friction

Colton's veterinary group had financial reporting trapped at the individual clinic level. To get a true picture of consolidated P&L, balance sheets, and performance across locations, the management team had to manually rebuild spreadsheets from scratch every single month, costing weeks of delayed reporting.

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Submitted
Approved
Collectible Cash
Home Healthcare Services

Mapping the Claims-to-Cash Pipeline for a Home Healthcare Provider

100%
Cash Runway Visibility
Series A
Capital Raise Foundation
The Friction

Jay's home healthcare business was doing around $1M in revenue, but relied on a complex insurance claims model. Because they had to pay caregivers immediately but wait weeks or months for insurance payouts, cash flow was a constant, highly stressful guessing game.

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Influencer Marketing Agency

De-risking Creator Campaign Guarantees Using Monte Carlo Probability Modeling

P10-P90
Confidence Intervals
Zero
Guesswork Quoting
The Friction

This influencer agency wanted to guarantee campaign reach to major brands, but creator performance is famously unpredictable. Quoting too safely meant losing bids to cheaper competitors, but over-promising risked expensive, profit-killing make-goods.

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Let us fix where your numbers are breaking.

We do not expect you to sign a high-priced retainer on day one. We use our low-risk Diagnostic to find your exact margin leaks and prove our value to you first. Book a free 30-minute discovery call with our lead CFOs, and let us talk about what is standing in your way.

Book Your 30-Minute Discovery Call

A brief, confidential consultation with our partners.