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The Data Infrastructure
Your Growth Demands

Transform manual processes into automated workflows 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 Your Platforms

Shopify, QuickBooks, NetSuite, industry-specific tools—we build custom connections, even if pre-existing integrations don’t exist.

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
  • Google Sheets ↔ Accounting and reporting systems

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.

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, built in PowerBI.

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 logic
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

Custom Internal Tools

Purpose-built tools for the gaps your software can’t fill

Sometimes your team has outgrown spreadsheets but isn’t ready for enterprise software. We build lightweight, focused tools that solve specific operational problems—simple data entry forms, submission workflows, and consolidated views—using modern frameworks that are fast to build and easy to maintain.

Solve One Problem Well

Instead of buying bloated software you’ll use 10% of, get a focused tool built around the exact workflow your team actually needs.

Replace the Shared Spreadsheet

That Google Sheet everyone’s fighting over? Turn it into a simple form that validates data on entry and feeds directly into your reporting layer.

Fast to Build, Easy to Maintain

Built with lightweight frameworks, hosted affordably, and designed to be simple enough that updates don’t require a development team.

Ideal For:

  • Field or remote team data entry that needs to feed into reporting
  • Simple submission workflows replacing emailed spreadsheets
  • Consolidated views pulling key data from multiple systems
  • Basic intake forms with validation rules your spreadsheet can’t enforce

Workflow 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.

Consistent Execution

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

Multi-System Workflows

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

Power BI

Power BI is the most capable platform on the market for detailed, intuitive reports and dashboards.
Semantic model design and cleanup
Building proper data models with correct relationships, clean naming, and scalable architecture.
DAX development
Complex calculated measures for commissions, territory attribution, sales analysis, and quota tracking.
Row-Level Security
Controlling who sees what data within the same report.
Scheduled refresh and data pipeline connections
Connecting Power BI to QuickBooks, Google Sheets, ERPs, and other sources so reports stay current without manual updates.
Report design
Building the dashboards and report pages that leadership and management teams use for decision-making. Designed for both desktop and mobile use.
Consolidated reporting
Combining data from multiple sources into a single, consolidated view.

Acterys

Writeback Capabilities for Power BI
  • What It Is
    Acterys is a third-party platform (with its own licensing) that adds write-back capabilities to Power BI.
  • Why It Matters

    The primary use case Acterys was designed for is budgeting and forecasting, but it can be used for any write-back scenario. It gives companies a way to get off of Google Sheets and Excel as the only method of data input. Acterys provides a secure, relational database setup, which means error-free data entry and a scalable solution. A company won’t outgrow it the way they will outgrow Google Sheets and Excel.

    Acterys connects with Quickbooks Online, which means companies with multiple Quickbooks instances can finally access all their information from a single database.

Meet Leigh Ann Thibadoux

Financial Data Analyst & Systems Architect

As a Financial Data Analyst, Leigh Ann brings a decade of experience at the intersection of financial analysis and data systems architecture. Her background spans healthcare, energy, and enterprise environments, where she has partnered with finance leaders to transform complex, manual workflows into clean, scalable, and insight-driven reporting solutions.

Her work is grounded in CPA-level accounting knowledge combined with hands-on technical depth in Power BI, DAX, Power Query, Excel, SQL, and API integrations. She has designed automated revenue pipelines, built consolidated financial reporting systems across multi-entity organizations, and delivered forecasting and budgeting tools that eliminate spreadsheet dependency and accelerate decision-making. She graduated from the University of Tennessee at Chattanooga with a B.S. in Economics and a concentration in Accounting.

Outside of work, she stays active mountain biking and running, and she loves to unwind with a good work of fiction.

Ready to Transform Your Data Operations?

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

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