Automated Financial Reporting & ARR Reporting
LevelUp is a finance consulting partner that builds a governed data warehouse and business intelligence layer—so your month-end close, board metrics, and ARR roll-forward are accurate, auditable, and ready on demand. We call it Data-First Finance.
TL;DR — Automated Financial & ARR Reporting
- Who we help: B2B SaaS CFOs, FP&A, and PE-backed operators.
- What we do: Build a governed warehouse + BI for automated financial reporting and ARR roll-forwards.
- Inputs: CRM, billing, ERP, HRIS. Outputs: close package, board KPIs, ARR cube, forecasts.
- Why it matters: Faster close, single source of truth, auditability, board-ready metrics.
- Tools: Snowflake/BigQuery/Redshift/Databricks → Looker/Tableau/Power BI/Mode.
- Engagement: Discover & Design → Build & Connect → Validate & Launch (weeks, not months).
The Problem
Most finance teams spend their week reconciling exports, fixing broken reports, and chasing data instead of driving strategy. The result? Slow decisions and costly misalignment.
⛔️ Fragmented Systems
CRM, billing, ERP, HRIS, and BI all tell different stories — none fully accurate.
🧮 Manual Processes
Finance becomes the integration layer — spreadsheets, manual tie-outs, and late nights.
⚙️ No True Source of Truth
Metrics drift across teams. ARR, bookings, headcount, and spend never quite reconcile.
Our Solutions
We implement automated financial reporting and ARR reporting in your data warehouse and BI reporting tools—so FP&A, Accounting, and Leadership run on the same live dataset.
🧊 ARR & Revenue Data Cube
Customer × product × region × time — with traceability to every source record.
📈 ARR Roll-Forwards & Forecasts
New, upsell, downsell, churn — reconciled to billing, ERP, and CRM with automated analytics.
🔗 Unified Data Layer
Built directly in your warehouse. Connects to BI, FP&A models, and operational systems.
🧠 CFO-Owned Infrastructure
Persistent, auditable, and extensible — built once, leveraged everywhere.
Trusted by Finance Leaders and Leading Private Equity Firms
Real outcomes across growth stages — from PE-backed platforms to public SaaS.
References available upon request. We’re happy to connect you directly with Finance leaders who’ve implemented this operating model.
Why Firms Choose LevelUp
LevelUp delivers reporting environments based on your existing tech stack and your preferred analytical tools – no need to rip and replace your current applications.
Finance Consulting + Data Expertise
We speak GAAP, SQL, and Python — translating messy systems into clear financial logic.
Built in Your Stack
Snowflake, BigQuery, Redshift, or Databricks — no proprietary black boxes or lock-in.
Partner to IT
Secure, governed, and production-ready — designed to live inside your infrastructure.
Designed for the Boardroom
Clear, consistent, consumable metrics your CFO and investors can trust.
How We Work
A pragmatic, collaborative approach — aligning Finance, IT, and Leadership around a shared data foundation in just a few weeks.
1. Discover & Design
Map systems, define metrics, and establish your financial data blueprint.
2. Build & Connect
Create ELT pipelines, model your ARR/HR/Spend data, and build a governed warehouse.
3. Validate & Launch
Reconcile to source, roll out dashboards, and transfer ownership to Finance.
FAQ
What is automated financial reporting?
It’s a governed data warehouse plus BI that eliminates manual spreadsheets. Close faster, publish board KPIs automatically, and trust every number back to source.
What is ARR reporting and an ARR roll-forward?
ARR reporting tracks run-rate revenue by customer, product, and time. The roll-forward explains the changes—new, upsell, downsell, churn—between periods with full reconciliation.
Which BI reporting tools do you support?
Looker, Tableau, Power BI, Mode—and whatever your team prefers, powered by Snowflake/BigQuery/Redshift/Databricks.
Data-First Finance you can Trust
Build transparency, automation, and insight into your reporting workflows to drive better decisions and higher valuations.