// Finance Data & Automation

Stop rebuilding your reports.
Automate them once.

We connect your ERP to Excel and build live dashboards that refresh with a single click, permanently eliminating the manual reporting cycle that's costing your team weeks every month.

The Problem

Your finance team is talented.
They're spending most of their month on data entry.

This isn't a staffing problem. It's a pipeline problem. Valuable financial intelligence is trapped inside your databases. Extracting it requires hours of fragile cutting, pasting, and hardcoding that should never have been necessary in the first place.

Mid-Market Manufacturer

The Operational Bottleneck

Your finance team spends the majority of each month manually stitching together legacy worksheets. When the month closes, they're immediately trapped rebuilding the same reports, leaving zero capacity for variance analysis, margin management, or strategic planning.

High-Growth Agency / Service Firm

The Capability Gap

You need institutional-grade cash flow visibility and budget tracking to scale, but you can't justify the overhead of a full-time FP&A hire. Right now, high-stakes decisions are being made on lagging, retroactive data. And you know it.

Deliverables

What we build.

Concrete systems, not recommendations. Every engagement ends with infrastructure your team owns and can operate independently.

  • Automated ERP → Excel data pipelines via Power Query: no more manual file downloads, ever
  • One-click monthly close reporting that refreshes your entire financial ecosystem in seconds
  • Budget vs. Actual dashboards with early-warning variance flags for leadership
  • Divisional and cost center analysis that isolates exactly which units are driving overruns
  • Python-based cost prediction and margin stress-testing models for forward-looking decisions
  • CapEx and project ROI tracking with real-time cash burn monitoring
Before & After

What changes.

Without Artemis Quantitative With Artemis Quantitative
ERP data pulled manually every reporting cycle Live database connection, data always current
Hours rebuilding the same reports from scratch One-click refresh across all dashboards simultaneously
Fragile, formula-dependent workbooks that break on format changes Stable Power Query pipelines that handle source changes automatically
Days to close the books each month Closing cycle reduced by 60-80%
Finance team capacity consumed by data entry Finance team operating as strategic advisors with live data access
Decisions made on last month's numbers Leadership acting on current-period data with forward-looking models
How It Works

A defined process. A clear timeline.

No ambiguity, no scope creep. Every engagement follows a three-phase structure from audit to hand-off.

01Week 1

Architecture Audit

We review your current reporting setup, ERP data structure, and existing workbooks. You receive a clear diagnosis of exactly where time is being lost and a specific plan for what gets built, before a single line of code is written.

02Weeks 2-6

Pipeline Build

We build the automated data pipelines, relational data model, and dashboard architecture directly inside your existing Excel environment. No new software licenses. No months-long enterprise deployment. Just a system that works in the tools your team already uses.

03Weeks 7-8

Handoff & Training

Full walkthrough with your finance team. We document every pipeline, explain every design decision, and ensure your team can own and maintain the system independently from day one. You're not dependent on us to keep it running.

Engagement Models

Three ways to work together.

🏗

Project Build

Fixed scope, fixed fee. Full audit-to-handoff engagement. Best for teams that need a complete system built and want to own it outright.

🔄

Fractional Retainer

Ongoing monthly engagement. We act as your embedded FP&A infrastructure team, managing pipelines, building new reports, and maintaining the system as your business evolves.

📋

Build + Train

We build the infrastructure and run a structured training program for your finance team, ensuring they can modify, extend, and maintain everything independently.

Book a free architecture audit.

We'll review your current reporting setup and show you exactly where the pipeline breaks, what it's costing your team, and how fast it can be fixed. No pitch. No commitment.