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The Data Infrastructure
Your Growth Demands

Transform manual processes into automated intelligence with Fractional Data Services from Ascent CFO

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Sound Familiar?

Your data challenges are holding you back from the clarity and speed you need.

Time-Consuming Manual Work

Your controller or high-level staff spend hours each week manually entering data between systems, exporting reports, and cleaning spreadsheets.

Double Entry Nightmares

The same information lives in multiple places, requiring redundant data entry that’s prone to errors and inconsistencies.

Delayed Insights

By the time you collect data from 3 different systems, have an analyst organize it, fix the errors, and email revisions—it’s been days and the moment has passed.

System Limitations

Your niche industry software doesn’t integrate with QuickBooks. Your ERP can’t generate the custom reports you actually need. You’re stuck.

System Integrations

Make your systems talk to each other
Stop wasting high-level talent on manual data transfer. We build custom integrations between your platforms—whether it’s QuickBooks and your industry-specific invoicing platform, or your ERP and payroll system. If your software is too niche for QuickBooks’ built-in integrations, we create the bridge.

Eliminate Double Entry

Data flows automatically between systems. Enter it once, and it’s everywhere it needs to be.

Reclaim Expensive Hours

Your controller spending 8-10 hours per week on manual transfers? That stops now. One integration, infinite time savings.

Connect Any Platform

Shopify, QuickBooks, NetSuite, industry-specific tools—we integrate them all, even if they weren’t designed to work together.

Common Integration Scenarios:

  • QuickBooks ↔ Niche industry invoicing platforms
  • Time tracking systems ↔ Multi-state payroll processing
  • E-commerce platforms ↔ Accounting systems
  • On-premise ERP systems ↔ Cloud reporting tools

Automated Custom Reporting

From data chaos to one-click clarity
Your systems don’t generate the reports you actually need. We create automated data pipelines that pull information from multiple platforms into custom Google Sheets or Excel reports—formatted exactly how you want them, updated in real-time.

Before: Days of Work

Collecting data from 3 systems, having an analyst organize it, emailing back and forth to fix errors, waiting days for conclusions.

After: Click Refresh

Your custom report is already on your computer. Click refresh and see updated data from all your systems, pre-formatted and ready to analyze.

Custom Dashboards

Need advanced real-time visualizations? Our Insights by Ascent CFO dashboarding solutions provide executive-level intelligence at a glance.

What We Can Automate:

  • Multi-system operational reports (inventory, job costing, production metrics)
  • Custom P&L and balance sheets formatted for your specific needs
  • Leadership dashboards vs. management dashboards (different views for different teams)
  • On-premise ERP data integrated with cloud reporting tools

Complex Spreadsheet Modeling & Design

Turn manual calculations into automated intelligence
Beyond financial modeling, there’s operational modeling that requires specialized technical knowledge and advanced Excel capabilities. We build sophisticated spreadsheets that automate complex calculations your finance team doesn’t have time for—or the technical expertise to create.

Spreadsheet Design

You know what you want it to do. We make it work. Transform manual workflows into automated formulas and logic that save hours every week.

Spreadsheet Modeling

You have questions your data should answer. We build the models that provide those answers—asking the right questions, organizing inputs, and delivering clear outputs.

Technical Excellence

Advanced coding, specialized Excel functions, and operational logic that goes beyond standard financial models.

Common Applications:

  • Dynamic Pricing Models: Calculate optimal pricing based on costs, market conditions, and margin targets
  • Multi-State Payroll: Drop time cards in, get journal entries out—accounting for dozens of different state rules automatically
  • Automated Invoicing Logic: Generate invoices based on complex billing rules, usage data, or milestone tracking
  • Commission Calculations: Handle industry-specific commission structures with multiple tiers, overrides, and special cases
  • Sales Analysis & Leaderboards: YOY tracking, KPI dashboards, pipeline analysis from any CRM
  • Consolidated Financials: Combine multiple entities’ financial statements into clean, consolidated reporting

Internal Web Applications

Custom portals for your unique workflows

When spreadsheets and integrations aren’t enough, we build custom web applications tailored to your specific operational needs. These internal portals streamline complex workflows, provide secure access controls, and integrate seamlessly with your existing systems.

Centralized Operations

Bring together data and processes from multiple systems into one intuitive interface your team can actually use.

Controlled Access

Custom login credentials, role-based permissions, and audit trails ensure the right people see the right data.

Workflow Automation

Automate approval processes, data validation, notifications, and multi-step workflows that currently require constant supervision.

Ideal For:

  • Client portals for data submission and report access
  • Internal approval workflows with multi-level authorization
  • Custom data entry forms that feed directly into your systems
  • Vendor or partner portals for invoice submission and status tracking
  • Project management tools customized to your exact process

Intelligent Automations

Turn repetitive tasks into invisible workflows

Your team performs the same 10 steps every time they download a report. Every. Single. Time. We build automations that watch for triggers and execute those repetitive actions instantly—freeing your team to focus on analysis and strategy instead of data prep.

10 Steps Ahead

Download a report, upload to Drive, and our automation executes all your standard cleanup and formatting steps automatically. The analysis-ready file is waiting for you.

Zero Human Error

Automations perform the same steps perfectly every time—no forgotten formulas, no copy-paste mistakes, no variations in methodology.

Hybrid Intelligence

Combine system integrations, custom scripts, and spreadsheet logic to automate complex multi-step workflows that previously required manual intervention.

Automation Examples:

  • Auto-formatting and cleaning downloaded reports before analysis
  • Triggered calculations when new data arrives in shared folders
  • Automated data reconciliation between systems
  • Scheduled report generation and distribution to stakeholders
  • Alert systems for threshold triggers or data anomalies

Powered by AI & Advanced Technology

Our Fractional Data Services leverage cutting-edge AI and automation technologies to deliver faster, smarter, and more reliable solutions. We don’t just move data—we make it intelligent.

Meet Chad Havas

Financial Data & Systems Architect

Chad specializes in turning data chaos into competitive advantage. With deep expertise in system integrations, advanced Excel modeling, and custom automation development, he works hand-in-hand with our CFO team to extend the value you already get from Ascent CFO.

Whether it’s building complex operational models, connecting disparate systems, or automating workflows that eat up your team’s time—Chad brings the technical expertise to make it happen.

The best part? You already trust us with your financials. Now let us optimize the data infrastructure that powers them.

What Our Team Says About Working with Chad

“Techie, but with a personality. The teacher in him shows. His interactions with both staff and clients are some of the best I’ve ever encountered.”

Dan DeGolier

Founder & CEO

“I can’t tell you how many times Chad has solved a problem, and his work on our system implementation was spectacular.”

Kayla Bowsky

Executive Assistant

“Chad is always a champion of using technology to better our experiences, and not just simply for the sake of something cool and shiny.”

Kevin O’Leary

VP of Revenue

“Chad always adds value to any engagement that I am on. His knowledge and expertise, as well as his love of his work, are an amazing asset to me and our clients.”

Lizette Pena

Fractional CFO

“Chad is great to work with, and the client loves the data visualization he’s developed.”

Mark Kearny

Fractional CFO

“Chad’s expertise and collaboration are unsurpassed.”

Molly Jones

VP of Client Success and Operations

Chad in Action: A Client Success Story

Here’s how Chad solved a complex data challenge for one of our clients

“Chad created dynamic pricing grids for our client. He did this by developing reporting that allowed him to access data from a very closed ERP system, then manipulating that data in several ways to create the pricing grids. I’m making it sound much simpler than it is/was.

Throughout the process, Chad remained flexible. On more than one occasion, the client shifted directions and changed Chad’s priorities. Chad unbegrudgingly set down the original task, and began work on the new. At different times on this project, Chad has needed to work closely with the CEO, the Director of Sales, the sales administrator, me (the CFO), and various combinations of these individuals to gather input and put it into his work.”

Paul Harrison

Fractional CFO

Ready to Transform Your Data Operations?

Book a 30-minute discovery call with Chad to explore what’s possible for your company. No pressure, no sales pitch—just an honest conversation about your data challenges and potential solutions.

Schedule Your Call with Chad Contact Us
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