Take control of your numbers. Clean data, make dashboards,
build plans and share reports — all in one place.
A Finance-first approach means that Finance — not sales, operations, or IT — should manage its data, from ingestion to insights. You can’t trust what you don’t control, and you can’t control what you don’t own. TypeSift is the only data platform owned and operated by Finance.
You're growing fast — but Finance hasn’t scaled yet. You’re scrappy, talented, and wearing too many hats. Reporting is reactive. Forecasts are gut-based. You're chasing growth, but you’re not always confident in the numbers guiding the way.
Your business isn't simple — SKUs, vendors, locations, channels, promos, partners. The logic behind the numbers is buried in spreadsheets or tribal knowledge. You need visibility, but everything feels duct-taped together.
You can’t wait months for implementation. You don’t have a data team. And even if you did, you don’t want to be the Finance person constantly begging for help. You want to own your data — from ingestion to insights.
Finance doesn’t own its Data
IT, Sales, or Ops own the reporting stack — and that means Finance is never quite sure what story the numbers are telling. The board challenges your numbers. Your team spends days reconciling them. And every conversation feels like a defensive one. Without end-to-end control, Finance can’t be the source of truth — only a passenger on someone else’s version of it.
Finance can’t self-audit. You’re stuck waiting on IT or BI to investigate anomalies, trace errors, or explain how numbers are calculated. When something looks off, there’s no clear lineage. No transparency. Just a ticket queue. You can’t drill down or validate the data yourself — which means delays, doubt, and distrust.
Your data team knows SQL. But they don’t know what EBITDA actually means — or why working capital matters during a downturn. When the people managing your pipelines don’t speak the language of Finance, the reports they build miss the nuance. You get dashboards, not decisions. Visibility, not insight.
Finance moves
faster than IT
You’re not the squeaky wheel. And it shows. Sales needs dashboards. Ops needs integrations. Marketing needs attribution. So Finance waits. Your tickets go stale. Your tooling lags behind. You’re responsible for the most important numbers in the business — but you’re last in line for support.
The business expects Finance to run faster — but your tools haven’t kept up. Close the books. Run forecasts. Track spend. Analyze margins. Build reports. It’s all on your plate — and all expected in real time. But you're stuck copying spreadsheets and reconciling exports. You can't be strategic when you’re always playing catch-up.
If you don’t trust your EBITDA, neither does the board. COGS is late. Inventory is estimated. Trade spend is scattered. And without a reliable, real-time view of your core drivers, your bottom line is always a moving target. That makes it hard to explain — and even harder to defend.
Personnel and
Data Risk
All your reporting lives in one person’s head — or worse, their desktop. They built the reports. They know the logic. They’re the only one who can explain the numbers. But what happens when they’re on vacation… or leave the company? Suddenly, Finance grinds to a halt. That's not just inconvenient — it’s dangerous.
Spreadsheets evolve. People forget. Logic breaks. Formulas get tweaked. Filters get removed. Tabs get hidden. Over time, institutional knowledge erodes — and nobody knows exactly how the reports work anymore. The logic is fragile, tribal, and undocumented. And that means every quarter is a guessing game.
One wrong formula. One bad copy-paste. One old version. That’s all it takes for a key decision to be made on the wrong numbers. Manual processes are a breeding ground for error — and even your best people make mistakes under pressure. Finance shouldn’t have to cross their fingers at every board meeting.
Data is Scattered and Unreliable
Your most critical numbers live in scattered spreadsheets — with no real system to manage them. Files live on local machines. Shared drives are a mess. And version control? Nonexistent. You’re never sure if you’re looking at the latest file… or the one from last quarter. It’s risky, unreliable, and completely unsustainable.
Every blind spot in your data is a potential financial loss. Accruals get missed. Trade deductions slip through the cracks. Margins look better than they are — until they don’t. When Finance doesn’t have full visibility, revenue leaks out… and expenses go untracked until it's too late.
Compliance waits for no one. When reports are late or wrong — royalties, taxes, regulatory filings — it’s not just a headache. It’s a liability. One mistake can cost thousands in penalties and erode trust with partners, vendors, and regulators.
Finance Gets the Data Last
When your reports are late, wrong, or messy — your partners notice. Sending statements, reconciliations, or financial summaries after the deadline (or in unreadable formats) doesn’t just frustrate your customers. It damages trust. Finance should elevate the customer experience, not become a source of friction.
Finance often gets what's left — not what’s needed. Other teams shout louder. Their dashboards come first. But without timely, accurate financial data, nothing works: forecasting breaks down, supply chain runs blind, and decisions are made on shaky ground. Finance isn’t just another department — it’s the backbone.
If Finance can’t speak with clarity, someone else will. When numbers are late or inconsistent, confidence erodes. Executives stop asking Finance for insight. They make decisions elsewhere. Without real-time, trusted data, the CFO loses their seat at the table — and the company loses its financial compass.
Trust starts with transparency and accountability—both impossible without control. When Finance depends on others for data, fixes misinterpretations, or wastes time in spreadsheets, accuracy begins to suffer. TypeSift gives Finance full control of inputs, outputs, and everything in between. Built by Finance, for Finance, TypeSift is the platform your team owns and operates. Here's how: