Data Analytics & Insights

Get Clear Financial Analytics With Insights™ by Ascent CFO Solutions

Smarter Dashboards, Delivered by CFOs.

In fast-growing companies, financial blind spots are expensive. With Insights by Ascent CFO, you get decision-ready intelligence designed and implemented by a senior finance team that understands your growth stage.

We combine real-time dashboards with expert CFO interpretation to help you act on what matters, fast.

What Insights by Ascent CFO Deliver

Your business, clearly visualized and performance-aligned:

One source of truth: all your financial and operational metrics in one place
Custom dashboards built around your priorities and KPIs
Live cash flow forecasting and runway visibility
Channel, department, and product-level drilldowns
Automated currency conversions across global entities
Presentation-ready visuals for internal teams or investors
Interactive dashboards updated in real-time
Executive scorecards to stay on target

More Than a Dashboard: It’s CFO Intelligence

Unlike standalone business intelligence tools, Insights is delivered as part of a strategic finance service. That means:

Your dashboards are built and interpreted by experienced CFOs
Reports are actionable, not just attractive
Metrics are tied to growth strategy, capital planning, and team accountability
You have a team behind the tech—real financial experts, not just software

Whether you’re tracking customer LTV, COGS by SKU, or sales funnel ROI–or need guidance in deciding what to track and visualize, we connect your data to real decisions.

See Insights by Ascent CFO in Action

Schedule a Custom Demo

Client Story: Global Consulting Company Gains Major Efficiencies

Emergenetics (a global organizational development consulting company) approached us with:

Multiple QuickBooks instances across three currencies (USD, EUR, SGD)
Time-consuming, manual expense reporting
No unified way to deliver insights to the right leaders at the right time

With Insights by Ascent CFO, they now have:

Unified dashboards across all entities
Currency-converted Budget vs. Actuals for each department
On-demand financial access for directors and managers

Multiple days saved every month on reporting and formatting

Read the full case study

Who It’s For

Insights is built for:

Founders and leadership teams who need quick access to metrics without digging through systems
CFOs and Controllers who want to reduce reporting overhead and increase strategic bandwidth
PE and VC firms that want deeper visibility into portfolio company performance
Growth-stage teams preparing for board meetings, raises, or exits

Whether you’re managing a product-based company, SaaS platform, or service firm, Insights by Ascent CFO brings structure to your data and strategy to your decision-making.

How It Works

Start
We review your existing tech stack (CRM, ERP, HRIS, Accounting) and connect data sources.

Build
We work with you to identify key performance drivers. Then, we build and QA dashboards to your specs.

Use
Log in and get visibility across finance, sales, marketing, and operations whenever you need it.

Refine
We make adjustments, create new dashboards, and respond to your evolving business needs as part of ongoing support.

What You Can Track

Insights can visualize any of the following data, as well as any custom requests. If you’re wondering if we can build it, just ask!

Forecasts, trendlines, and what-if scenarios
Cash flow, runway, and burn
Budget vs Actuals (by department or entity)
Revenue by channel, region, or product
CAC, LTV, cohort retention, and churn
Hiring, capacity, and headcount trends
Custom KPIs tailored to your business model

Why Insights by Ascent CFO?

Built by CFOs & Financial/Data Analysts
Strategic, actionable reporting that supports real-world decisions
Rapid deployment, get value in 30 days or less
Backed by a full finance team: CFO, Financial Analyst, Controller, Accounting Manager
No long-term contracts
Custom to you, your business, and your metrics

Get Started With a Smarter View of Your Business

Ready to move from reactive reporting to proactive strategy?

Schedule a no-obligation consultation today. We’ll assess your current data systems, and design a dashboard and analytics solution that fits your stage, goals, and growth path.