Analytics Truth Audit for Financial Services and Banking

Thinklytics helps CFOs and finance teams fix metric definitions, consolidate BI tools, and build trusted analytics for banking and financial services.

Fix metric definitions and consolidate BI tools for banking and financial services teams.

Thinklytics runs an Analytics Truth Audit that identifies exactly why your financial reporting is inconsistent, where the metric definitions break down, and what it takes to produce numbers your CFO and auditors can both sign off on.

We team up with CFOs and Finance Directors at mid-market firms.

We handle financial reporting with Tableau and Power BI. It’s what we do day in and day out.

If you’re juggling ERP or data warehouse systems, we totally get the headaches that come with it.

We help compliance and audit teams cut through the mess of tangled reports.

We’ve spent years getting our hands dirty with financial analytics, making sure everything actually works and runs without a hitch.

We rebuilt the dashboards so the data actually makes sense. Clean, reliable, and ready for any audit.

We bring finance and ops data together so it’s all in one place and easy to use.

We run two dashboards. Each one keeps an eye on a different revenue stream. That’s it, simple and clear.

So here’s the deal: the sales dashboard and the finance dashboard are showing different revenue numbers for the same period. Both are pulling data from the same ERP system. But no one knows why they don’t line up. And no one wants to be the one to tell the CFO.

Month-end close taking forever? Yeah, we’ve been there. It really doesn’t have to drag out like that. Let’s get it moving faster.

At month-end close, we’re always wrestling with the ERP, the data warehouse, and a handful of spreadsheets. It’s supposed to take 3 days, but somehow drags out to 10. Why? Most of that time is spent chasing down data mismatches and fixing them.

Different teams often use their own lingo for the same metrics. We jump in and clear that up so nobody’s confused and everyone’s talking the same language.

Alright, here’s the reality with gross margin. Finance has their number, Sales uses a different one, and the board deck throws a third figure into the mix that no one can really pin down. So every QBR, we waste about 20 minutes just sorting out which number means what before we can even start the real conversation.

Regulatory reporting that still requires someone to jump in and handle the work by hand.

Here’s what’s going on with your regulatory reports. Someone’s still digging through data by hand, messing with Excel, and then an expert has to double-check all the quirks. The catch? When that expert leaves, the whole process breaks down. We’ve seen it happen way too often.

A 30-day audit that maps every financial metric, traces it to its source, identifies where definitions diverge, and produces a remediation plan that makes your reporting consistent, traceable, and audit-ready.

We’ve gone through every financial KPI the team tracks. Didn’t leave anything out.

We put together simple data maps that break down exactly where your key financial dashboard numbers come from.

We dive into your numbers, hunting down every glitch. Then we get to the root of why it’s happening.

We jump into your ERP and data warehouse to see how clean and solid your data really is. It’s like a quick health check for your data systems. We find the gaps, the errors, anything that could throw off your reports or decisions. No fluff, just the facts.

Here’s how we do it: we map out exactly what to fix first, how much work each step takes, and the smartest order to knock everything out.

We run SAP for our ERP. Does that shift what we need to tackle?

Nope. We get our hands dirty with SAP, Oracle, NetSuite, Microsoft Dynamics, and even those custom ERPs no one talks about. Doesn’t matter where the data’s from, the audit process is always the same.

Alright, you’ve got a data warehouse now. How does that change the way you run your audits?

We don’t stop at the data warehouse. We dive straight into the source systems. Most reporting glitches pop up there, in the messy handoffs between the ERP and the warehouse.

How long does the audit take? We usually wrap it up in about two to three weeks. It depends on the size of your data and how clean it is to start with. Sometimes, if things are messy, it can take a bit longer. But we keep you in the loop the whole time.

We’ll get the final report to you in 30 days. During the audit, your finance and IT teams should set aside 3 to 5 hours a week to work with us. Simple as that.

When we wrap up, we hand you a simple report. It shows every metric we track, a map of where your data comes from, and a prioritized list of any issues we found, with the root causes laid out. Plus, we give you a clear, step-by-step plan to fix everything. Then we sit down with your CFO and IT team to walk them through it, so everyone gets it.

Here’s the deal with analytics. We dive into your data, figure out what actually matters, and call out the noise. No BS, just the facts. That’s our Analytics Truth Audit.

Here’s the deal with our Analytics Truth Audit. We roll up our sleeves and dig into your data setup to see what’s actually working and what’s tripping you up. It’s like a health check for your analytics, straight talk, no fluff, so you can make smarter calls based on real insights.

Financial Services Analytics We dive deep into the numbers that matter in finance. Our team helps you make sense of complex data so you can spot trends, manage risks, and boost performance. Think of us as your data sidekick, turning raw info into clear insights. We work with everything from transaction data to market signals, making sure you’re always a step ahead. No jargon, no fluff, just real analytics that move the needle.

Here’s how we work with financial firms to break down their data and actually make it useful.

Data Governance Consulting We help you get a grip on your data. Think of us as your data’s personal trainers. We set up clear rules and processes so your data stays clean, secure, and easy to use. No more guessing games or messy spreadsheets. With our help, your team knows exactly where data lives, who can touch it, and how to keep it compliant. It’s about making data work for you, not the other way around.

We work with you to build the rules and checks that get your financial reports audit-ready.

Here’s how we do it: over six weeks, we gather your CRM, marketing automation, and finance data into one simple, reliable revenue dashboard. No audits or prep calls, just straight to work. We get your exec team the clear picture they need, fast.

Book a 30-minute call to discuss what an Analytics Truth Audit would surface in your financial reporting environment.