Finance Automated. Clarity Guaranteed. For $500M–$5B Companies
We help CFOs improve forecasting, cash flow, and controls with automation and data-driven insights.
misterdata helps companies turn their data into sharper decisions and measurable financial outcomes, leveraging Business Intelligence and AI to grow profitably.
What We Provide
For over a decade, I helped lead finance transformation at a Fortune 20 company — building predictive engines, real-time forecasting systems, and AI-powered decision tools
Now, misterdata brings that same edge to mid-sized businesses — enabling smarter finance, faster decisions, and lean execution without a full analytics team
30-Day KPI Dashboard Sprint
30-Day KPI Dashboard SprintRun your business from a single screen:
• Interactive dashboard of your key business metrics
• Spot red flags across cash, sales, and operations
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Free
Find Hidden Costs
Find Hidden CostsMake every dollar you spend count:
• Scan your books for waste and overspending
• Flag overpriced vendors or unused services
• Uncover 2–5% in preventable costs
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Contact us to discuss pricing options
Sales Forecasting
Sales ForecastingKnow what’s coming — and stay ahead:
• Forecast sales using real data
• Know which products drive profit
• Plan inventory, pricing, and headcount
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Contact us to discuss pricing options
Automate Manual Work
Automate Manual WorkCut busywork. Focus on decisions:
• Auto-generate reports and alerts
• Catch unusual shifts in cash, margin, or sales early
• Free up 5–10 hours weekly for real priorities
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Train Your Team
Train Your TeamLevel up your team with future-proof skills:
• Learn Excel, Power BI, or Python
• Use your real data to solve real problems
• Get smarter, faster answers — without IT delays
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Flexible Services We Offer
Flexible Services We Offer• Fractional FP&A Director | Planning, budgeting, and forecasting
• Fractional CFO Support | Capital planning, board-facing insights
• Finance Lead – ERP/BI Transition | Ensure Finance stays aligned and empowered through system transitions
• Custom Projects
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About misterdata
Today’s businesses are overwhelmed with data—but data alone doesn’t drive better decisions. misterdata helps companies unlock clarity, automate reporting, and improve outcomes using practical AI and financial analytics. Our mission is to deliver insights that matter—and results that scale.
What people say
From a Real Estate management reporting perspective, what the team built is game changing. There are a ton of P&L software out there that can just throw numbers at you but the ability to bring action-oriented information and not just financial data is truly what helped our business thrive. From tracking daily the evolution of our vacancy across the portfolio, comparing series of KPIs across assets to flagging expense items out of the normal range.
Ajay S
Owner at Nine 8 Capital, LLC
The misterdata team has completely changed how we consume our monthly P&L and help us stay focused on areas that truly matter for the business. The team brings a ton of updates every month as more KPIs get developed.
It is amazing what can be achieved with business, technology and creativity combined. A remarkable solution from a remarkable team.
Vishal S
Product Strategy & Operations at a fortune 10 tech company
Free KPI Dashboard Sprint
30-Day Cash Confidence Sprint — uncover where cash leaks, where working capital is trapped, and how to unlock financial clarity.
Project-Based Services
From forecasting to automation, we deliver high-ROI tools in 30–60 days — no full-time hires needed.
Fractional CFO / FP&A
Strategic finance and AI advisory without the overhead. Ideal for fast-growing or resource-constrained teams.
Why Clients Choose misterdata
Latest Blogposts
AI in Business: From Theory to Boardroom
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How Financial Leaders Can Thrive in 2025 with AI in Finance Trends
AI isn’t just a buzzword anymore, it’s the foundation of tomorrow’s financial strategy. As we enter 2025, artificial intelligence is revolutionizing...
Automate Finance Workflows to Save Time and Money
In today’s fast paced finance environment, manual workflows are slow, error prone, and cost the business valuable time and money. Automating finance...
Ready to unlock clarity and control?
Start with the 30-Day KPI Dashboard Sprint — no pitch, no fluff, just results.