Toptal automates executive financial reporting, strengthening FP&A and supporting 130% sales growth.
Toptal transformed a manual, CEO-driven reporting process into an automated financial planning system that improved reporting accuracy, strengthened cash flow visibility, and freed leadership to focus on growth.
Client
A US-based software company automating its executive financial reporting and FP&A workflows.
Employees
Revenue
Industry
Software DevelopmentDelivered Services
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Schedule a CallChallenge
A growing software company relied on its CEO to manually assemble weekly financial reports by combining data from QuickBooks, bank statements, sales reports, and other sources. The time-intensive process pulled executive attention away from day-to-day operations, fundraising, and strategic sales efforts while increasing the risk of reporting errors.
Solution
Automated Reporting
Toptal built a centralized financial model that automatically consolidated data from QuickBooks, bank statements, sales reports, and other sources into weekly board-ready reports, eliminating manual reporting while improving accuracy and consistency.
Refined FP&A
Using Google Sheets, custom scripts, and macros, Toptal modernized the company’s financial planning and analysis workflows with automated cash flow reporting, financial planning models, and executive dashboards that strengthened oversight and decision-making.
Outcome
Rapid Growth
By automating weekly financial reporting, Toptal freed the CEO to focus on day-to-day operations, including strategic sales and investment decisions. The stronger finance function helped support the company’s expansion as annual sales grew by 130%.
Stronger Financial Visibility
The new reporting framework delivered accurate, reliable financial data, improved cash flow monitoring and fundraising readiness, and established a scalable FP&A process that became so dependable executive review meetings were no longer needed.
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