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For operators running the $5 to $50M businesses

We cut through the noise and hand you only the signal.

Finalysis reads your books and your pipeline every morning and gives you the few things worth your time this week, and why. No dashboard to dig through. Just signal.

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Signals· 3 flagged this week
What deserves your attention right now
Cash collections slowing
$388K now past 60 days
RecommendationReview these three accounts
Customer ABC renewal
$1.3M expected value at risk
ReasonNo executive contact in 18 days
Travel & Entertainment expense
Up 27% month over month
ActionReview these cost centers
Select a signal to open it with Alpha
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Alpha
The Monday problem

Every Monday feels like starting over.

You open five tabs to figure out what is going on.
Every department swears their thing is the most urgent.
You are the only one who sees the whole picture, which means you are the bottleneck.
And you do not really know what is happening until you go ask.

Finalysis flips Monday. Before your first meeting, one briefing. The few things that actually moved, ranked, with the number and the reason attached. This is Signals.

HubSpot + QuickBooks

Your biggest customer is 34% of your revenue, and their deal activity just went cold.

Silent for 12 days after months of steady contact. Exposure: $5.1M a year.

Suggested move: get an executive on the phone this week, not next.

HubSpot + QuickBooks

Four deals closed over 45 days ago and never got invoiced.

Work you delivered and never billed: $96,000.

Suggested move: send the invoices today. This is cash sitting on the floor.

QuickBooks

At your current spend you have 9 weeks of cash. A quarter ago it was 16.

Suggested move: check this number before any hire or big spend. Nothing else matters if this one is wrong.

Nothing important slips through the cracks. That is the whole job.

From signal to model

Then ask it anything. Then make it build something.

Signals hands you the problem. Alpha is where you dig in. Ask in plain English, get an answer you can send to your head of sales, your CFO, or a partner. And when the answer needs to become a plan, Finalysis builds you a working model from your own numbers. Not a template with blanks. Your close rates, your pipeline, your cash.

01The signal lands
HubSpot

Your pipeline for next quarter covers 1.4x of plan. You usually need 3x to land it.

The miss is already baked in. It just is not visible yet.

02You push back
how bad is it really?
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at your actual close rates, that pipeline lands about $1.9M against a $2.8M plan. Your recurring revenue covers another $610,000. The honest gap is roughly $290,000, and it is a top-of-funnel problem today, not a closing problem in twelve weeks.

03Your options
what are my options?
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three moves. Add pipeline now, deals started this month can still land late in the quarter. Pull your two late-stage deals forward, together they are worth $340,000. Or reset the plan before the board hears a number you cannot hit.

04Into Excel
put this in Excel for Tuesday's leadership meeting.
XLSX
next_quarter_gap.xlsx
The gap math, the deal list, the three moves, a source tag on every figure.
05The model builds
build me a forecast I can actually work.
Next 6 Months, built from your books and your pipeline.built in 40 seconds
Close rate22%
Average deal slip18 days
New pipeline per month$310,000
PlanRevenueCashthe gapM1M2M3M4M5M6

From "something is off" to a model you can steer the next six months with. One sitting.

A dashboard waits for you to find the problem. A generic AI chat cannot see your numbers, and it cannot build you anything real. A spreadsheet takes your analyst a week, if you have one. Finalysis does the noticing, the reasoning, and the building, from data it has already reconciled.

One model

One model. The books and the pipeline together.

The books

Ask about margin, cash, receivables, spend. Alpha answers from QuickBooks, reconciled, with the lineage attached.

The pipeline

Ask what is really going to close and when. Alpha answers from HubSpot, deal by deal.

Forecasting is where they meet. What sales says will land, checked against what the books actually show. That gap is usually the most important number nobody is looking at.

Ask a question.Get an answeryou can send.Alpha reads your financials, sales, andthe data you upload, surfaces what needsattention, and gives you the move to make.αACTIONreadyABC renews in 47 days,$1.3M on the line. Getyour VP to their CFO.sendsignalvarianceforecastrecommendationactionsendfinancialssalesimportsABC renewal$1.3M at risk · 47 days1/3alpha · flow
Memory

It does not forget.

Ask "why are we talking about this again?" and Alpha knows. It has read every number you have ever loaded. It remembers the slow-paying customer from March and the deal that stalled the same way last quarter. Over time it stops describing your business and starts catching what you keep missing.

Ask "what do I keep letting slide?" and get an honest answer, because it has been watching the whole time.

QuickBooks + HubSpot

This is the third time this customer paid late right before cutting their order.

The last two times, they churned within 90 days.

Suggested move: treat this as an early churn warning, not a billing hiccup.

Trust

Trustworthy because it shows its work.

Every answer traces back to the source. Finalysis pulls from three places you already use: an Excel or CSV import to start, then QuickBooks and HubSpot when you connect them. It reconciles the numbers and keeps the lineage, so when Alpha tells you something, you can see exactly where it came from.

If a connection breaks, the number goes blank instead of guessing. A blank tells you something is wrong. A made-up number hides it.

Who built this

Built by the people solving this problem at Fortune 100's.

The team who built Finalysis ran these exact jobs by hand, sorting signal from noise inside America's largest companies, before there was software for it. It is American-built. You can reach the person accountable for it. Your data stays in the United States.

No borrowed logos. When we have named results to show, you will see them here. Until then, here is who stands behind it.

No risk

Nothing to lock you in.

Month to month. No annual contract.

Cancel anytime.

Your data leaves with you. Export everything, no hostage-taking.

It costs less than a day of a fractional analyst. One call you make on time, or one slow-paying customer you catch early, pays for the year.

Get started today.

Start with an Excel import right now. Connect QuickBooks and HubSpot when you are ready.

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Running multiple entities or something bigger? Talk to us.

Next Monday is coming either way.

Keep opening five tabs and reacting to whoever emails loudest. Keep finding out about the silent deal or the slow-paying customer a month too late. Or open one briefing before your first meeting and know exactly where to spend your attention.

Get started