Data Crystal Partners
Financial data consulting for CFOs and startups

Turn the ledger export into a picture your board can read.

Data Crystal Partners cleans up the systems behind your numbers, builds the reporting on top, and gives finance leaders dashboards they trust at month-end close and in the boardroom.

Request a consult See what we do
2026-07-316100AWS INV#882134,812.00
07/31/266100 aws invoice4812
2026-08-016420GUSTO PAYROLL61,240.55
2026-08-02????Amex - misc1,906.10
2026-08-156420GUSTO PAYROLL61,240.55
duplicates merged · accounts mapped · close reconciled
Net burn and runway
Avg net burn$182K
Runway19.4 mo
$250K $150K $50K $0 AprMayJunJulAugSep $161K

Illustrative example with sample figures.

Services

Three ways we help, alone or together

Some teams need a dashboard. Some need the plumbing fixed first. Most need both, in that order.

Financial data visualization

Dashboards and board-ready reporting built on your real numbers, refreshed on a schedule instead of rebuilt by hand.

  • Board and investor update packs
  • Burn, runway and cash forecasting
  • Budget vs. actuals by department
  • SaaS metrics: ARR, NRR, CAC payback
How it works

Systems crystallization

We untangle the systems feeding your reports so the numbers agree with each other the first time.

  • Chart of accounts cleanup and mapping
  • Duplicate and orphan record cleanup
  • Connecting accounting, billing, payroll and CRM
  • Documented month-end close checklist
How it works

End-to-end data processing

From raw exports to finished reports, we run the whole pipeline so your finance team can focus on decisions.

  • Automated data pulls and transformations
  • Reconciliations across sources
  • 13-week cash flow models
  • Ongoing monthly reporting support
How it works
How an engagement works

From first request to reports you own

Step 1

Intake

You tell us about your systems and what is getting in the way. Takes about five minutes.

Step 2

Discovery call

A 30-minute call to walk through your stack, your close and the reports you need.

Step 3

Scope and quote

A written scope with deliverables, timeline and a fixed price or monthly retainer.

Step 4

Build

We clean, connect and build, with check-ins at each milestone so nothing surprises you.

Step 5

Handoff

Documentation and a walkthrough for your team, plus optional ongoing support.

For CFOs and finance leaders

You know the story. Your systems should show it.

When the close takes two weeks, the board deck is assembled from five spreadsheets, and every metric has two versions, we bring the structure and the visuals so you can lead with the numbers.

Long month-end closeManual board decksConflicting metricsNew ERP migration
For startups and founders

Investor-ready numbers before you hire a full finance team.

Get clean books, a runway view you can defend, and reporting that scales from seed to Series B without a rebuild every round.

Fundraising prepRunway questionsSpreadsheet sprawlFirst finance hire

Ready to see your numbers clearly?

Tell us about your systems. We reply within two business days.

Request a consult