Finance Command Center

The Finance Command Center: Unified operational and financial reporting for data-based decision-making

Real-time analytics built with leading data warehouse and BI technologies — agnostic to existing ERP and operational applications

Spending all your time downloading data, pasting it into spreadsheets and building one-time analyses?

Without a consolidating data warehouse, companies are left struggling to understand KPIs and trends critical to driving growth and profitability. This is especially acute for acquisitive companies

No ROI

Limited monthly spreadsheet reviews must be rebuilt every month (continuous Op Ex drag)

No Self Service

Business unit reporting manually created each month

No Analytics

Loss of connectivity to source records limits segmentation/time-series analysis

Finance teams backed by a LevelUp Command Center are freed from the mundane compilation of error-prone manual analytics.

They leverage responsive, automated analytics to create value and lead the narrative around company performance and projections.

Analytics are cascaded throughout the organization, empowering a wide range of managers to drive growth and profitability.

Operational Apps and ERPs
Data Warehouse
BI Tool
Automated Excel Reports
BI Visualizations

LevelUp brings the multi-disciplinary skill set required to deliver a Command Center: we speak GAAP/Python/SQL/DAX and our data engineers partner with our finance experts to deliver a fast, performant reporting solution.

We do not sell software — we deliver the optimal data warehouse and reporting solution based on your environment and requirements.

LevelUp is familiar with the rigor of acquisitive, private equity-backed companies and builds reporting environments which are extensible to future acquisitions.

The Command Center replaces manual processes and drives transformative change throughout an organization

What You Get

A CFO-owned analytics layer that unifies operational and financial truth—without ripping out your ERP or CRM.

📊 Single Source of Truth

Centralized finance, billings, CRM, and product data in your data warehouse for consistent reporting.

⚡ Real-Time Dashboards

Refresh on-demand or on schedule; drill across customer, product, geo, and sales dimensions.

🧠 ARR Data Cube & Roll-Forward

Auditable balances and movements with clear definitions for new, expansion, downsell, churn, and FX impact.

🔐 CFO-Owned & Audit-Ready

Governance, lineage, and definitions controlled by finance—not buried in spreadsheets.

How It Works

We connect to your existing systems and implement in your warehouse & BI—no rip-and-replace.

CRM / ERP / Billings / Product
Data Warehouse (your cloud)
BI (Looker / Tableau / Power BI)
ARR Balances (Data Cube)
ARR Movements (Roll-Forward)

See the Command Center in Action

We’ll show exactly how we implement inside your stack and automate your finance reporting.