Finance Ops • Finance Transformation

Board-ready finance in 15 days — without spreadsheet chaos.

We build a Finance Ops Engine that gives founders instant visibility: cash runway, margins, leakage, and a monthly close that runs on cadence.

Single Source of Truth Automation + Controls Role-Based Dashboards 24-hour refresh (optional)
Cash & runway13-week forecast + burn control
ProfitabilityMargin by product / channel
Close controlChecklist + evidence trail
Finance Ops Engine preview card
The problem

When growth hits, finance breaks in predictable ways.

You feel it as late reports, unclear margins, cash surprises, and board questions you can’t answer fast.

💸

Cash surprises

Runway unclear, payments unplanned.

  • Bank + PG not reconciled
  • Spend approval gaps
📉

Margin unknown

No clean view by product/channel.

  • Cost allocation missing
  • Refunds not mapped
🧾

Close chaos

Depends on spreadsheets & people.

  • No checklist ownership
  • No evidence trail
Typical impact

Before vs After (illustrative)

Lower is better Close Time Data Errors Board Prep Before After
Before
After
Outcome: faster reporting + fewer errors + quicker board prep
How it works

Diagnose → Build → Automate → Govern

A simple delivery system your team can operate every month.

1
Diagnostic
  • Data sources map (PG, bank, accounting)
  • KPI shortlist (founder + board)
  • Leakage + control gaps
2
Finance Data Layer
  • Warehouse model (MySQL)
  • Validation rules (Python ETL)
  • Clean mapping (customer/product/channel)
3
Dashboards + Controls
  • Power BI role-based dashboards
  • Exception queue & approvals (portal)
  • Audit trail + evidence
4
Monthly Cadence
  • Close calendar + SOPs
  • Board pack (KPIs + actions)
  • Continuous improvement loop
View deliverables See tool stack
Deliverables

What you get (and what your team can run)

Concrete outputs — dashboards, templates, SOPs, and governance.

📊

Founder Control Room

Runway, burn, margin, leakage — in one place.

  • 13-week cash forecast
  • Revenue + gross margin
  • Alerts for anomalies
🧾

Close Calendar + SOPs

Monthly close you can trust.

  • Checklist + ownership
  • Reconciliation evidence
  • Audit-ready trail
🎯

Board / Investor Pack

Numbers + story + actions.

  • KPIs and trends
  • Budget vs actual
  • Risks + next steps
🔐

Controls & Approvals

Spend governance without friction.

  • Approval limits
  • Override logs
  • Policy checks
🔎

Exception Workflow

Fix issues fast, with ownership.

  • Refund/settlement queue
  • SLA tracking
  • Root cause notes
🧠

KPI Dictionary

Definitions that don’t drift.

  • One source of truth
  • Mapping rules
  • Version control
Tool stack

Modern stack — built for automation, control, and speed.

We integrate your finance + ops data into a governed pipeline and visualize it in role-based dashboards.

Power BI MySQL Warehouse Python ETL PHP Ops Portal APIs / CSV RLS + Audit Trail
Layer Tool What it does
Sources Stripe / Razorpay / Bank / Accounting Pull revenue, settlements, statements, and GL data for a single view.
ETL Python Automates ingestion, validation rules, mapping, anomaly checks, and refresh scheduling.
Warehouse MySQL Governed data model with KPI logic, history, and traceability.
Ops Controls PHP Portal Exception workflow, approvals, overrides, evidence capture, audit trail.
Reporting Power BI Role-based dashboards + RLS + board-ready exports.
Case study

E-commerce Finance Engine: from manual exports to decision-grade dashboards

See how we set up a finance data layer + dashboards + controls to create visibility and monthly cadence.

15 days
Baseline dashboards + cadence setup
1 source
Single consolidated finance truth
Monthly
Board-ready reporting rhythm
FAQ

Quick answers

Short and clear — for founders.

No — this is a finance operating system: data layer, automation, controls, dashboards, and a monthly cadence. Accounting can plug into it.
We start with a diagnostic call, then connect key sources and build the first dashboards and cadence typically within 10–15 days (depending on complexity).
Common: Stripe/Razorpay, bank statements/feeds, QuickBooks/Xero/Zoho, payroll, ads spend, Shopify, and custom APIs/CSVs.
Yes. Retainer for monthly governance + board pack, or project + handover model. We can also run the cadence with your team.
Next step

Finance Ops Diagnostic (30–45 mins)

We map your sources, identify leakage/control gaps, and share a clear rollout plan (deliverables + timeline).

What you’ll receive

Data mapWhat connects to what
KPI shortlistFounder + board metrics
Rollout planDeliverables + timeline

Email: contact@vextacfo.com