The full enterprise install. Consolidated multi-entity reporting, department-level P&Ls, automated data pipelines from every source system, and a board-grade analytics layer, all live and refreshing on their own.
Client: Sample Group (illustrative)3 entities · 5 departmentsEXAMPLE — ILLUSTRATIVE DATA
Why this tier exists
Sample Group runs three entities and closes its books by emailing five spreadsheets around for two weeks. Enterprise Intelligence replaces that with one automated system: every source feed lands in a warehouse, consolidates across entities and eliminates intercompany, and surfaces as a live board-grade layer. Month-end goes from two weeks to two days, and leadership sees the whole group on one screen.
Consolidated Group Dashboard
Group revenue (YTD)
$8.9M
▲ 21% YoY
Group EBITDA
$1.42M
▲ 16% margin
Cash (all entities)
$2.1M
▲ $340k QoQ
Days to close
2 days
▼ from 14
Revenue by entity
Consolidated, intercompany eliminated
Group EBITDA trend
Trailing 8 quarters, margin expanding
EBITDA
Department P&L (drill-down)
Group P&L broken out by department · every line drills to source · illustrative
Department
Revenue
Direct cost
Contribution
Margin
Products
$4,100,000
$1,720,000
$2,380,000
58%
Services
$2,600,000
$1,196,000
$1,404,000
54%
Subscriptions
$1,500,000
$405,000
$1,095,000
73%
Partnerships
$700,000
$322,000
$378,000
54%
Other
$0
$140,000
-$140,000
—
Group
$8,900,000
$3,783,000
$5,117,000
57%
The Data Pipeline (the tech edge)
What runs under the dashboard, automatically, every night
🏦
Source feeds
Bank · POS · payroll · CRM
→
🗄️
Warehouse
Nightly sync
→
🔗
Consolidate
Intercompany elim.
→
📊
Live layer
Dashboards + board pack
No analyst re-keys anything. Source systems change, the pipeline picks it up, and the board pack is right the next morning. This is the layer no solo fractional CFO delivers.
What the Install Includes
Automated data warehouse
Every source system feeds a central warehouse on a nightly sync, so reporting is never blocked on someone exporting a spreadsheet.
Multi-entity consolidation
Automatic roll-up across entities with intercompany elimination, so the group view is correct without a manual close.
Department-level P&Ls
Every department gets its own live P&L and contribution margin, and every line drills back to the underlying transactions.
Board-grade pack
A leadership dashboard plus an auto-refreshing board pack, so the monthly and quarterly board cycle stops being a fire drill.
Run the whole group with an embedded FP&A team
Enterprise Intelligence is the platform. The FP&A Partner retainer is the team that runs it, owning the close, the board cycle, and the forecasting, so leadership gets an enterprise finance function without building one in-house.