917.848.7284Data for Finance and Accounting


It’s 2019. Move Beyond Cut, Paste and VLOOKUP

Everyone wants to be data driven.

But the day-to-day reality for many people is still cut, paste VLOOKUP, repeat.

And as cloud apps have become the default choice for many applications, things have only gotten worse, not better. Because cloud apps don’t give you easy access to your data. And even if they do, do you really want to learn a different reporting application for every app you use?

We help our clients solve these challenges so they can actually start working with their data. We help them:

  1. Automate
    If the only way you can get data is to run the same report every day — or enter the same info into the same screen every time — we’ll create programs to stop the mindless activity. Even if you have multiple systems, that doesn’t mean you should have to go to multiple systems to enter or retrieve data.
  2. Integrate
    Once we have all the data we need, we’ll use our expertise with SQL Server to combine that data in a way that makes it easy for report writers, dashboard builders and data analysts to get to work.
  3. Report
    Most of our clients already have their reporting tool of their choice — such as Qlik, Tableau or Power BI — and prefer to create their own content once we’ve integrated and organized the data. But we can create reports, dashboards and visualizations for you if you don’t have the in house staff to do it yourself.

If you’re ready to get the data you need for your finance and accounting needs, give us a call or request a consultation.

What Our Clients Say

“Adam is very good at distilling what you really need versus what you think you
want. He’s always asking “Why do you want that?” and “What will you do with it?” to develop solutions that actually get you what you need.”

Michael Goldsmith, VP Strategic Information & Business Intelligence, Services for the UnderServed

“Adam has the rare ability to operate effectively in both the technical and end user worlds. Not only does he have a deep understanding of data analytics and IT, he can also translate this understanding for end users.”

Alyssa Tosi, Chief Operating and Compliance Officer, Collaborative for Children and Families

“A high percentage of IT projects are never successfully implemented for all kinds of reasons. But when we bring Adam into a project, I know that it’s going to get done.”

Michael Kurtz, Chief Financial Officer, New York Foundling Hospital