Finance and reporting
Financial reporting you can trust, without rebuilding it every month.
Chris Roufail started Prodigy after years in finance. Building FP&A functions from scratch taught him how a close, a forecast and a board pack fit together. Now we build the tools that do that work for you.
Sound familiar?
Month-end close takes a week because numbers come from five places.
The forecast lives in a spreadsheet one person understands. Leadership asks a simple question and it takes a day to answer.
How it fits together
It reads from the tools you already pay for.
- Accounting systemQuickBooks, NetSuite, Sage
- Bank feedsbalances, daily
- Excel on SharePointbudgets, on change
Your finance system
One set of checked numbers
Every figure carries its source and the time it was last verified, so the number in the meeting is the number that is true.
- 13-week cash forecastupdates itself
- Month-end close boardowners and tie-outs
- Board packthe same every month
What it looks like
A month-end close board.
An example design with sample data. Yours is shaped around how your business runs.
- 1Every task has an owner and a day
Nothing waits in an inbox. The board shows who is late before it matters.
- 2Ledger against bank, automatically
Accounts that do not tie out are flagged on day one, with the difference in dollars.
- 3Locks only when everything ties
The books cannot close with an open difference, so the board pack is right the first time.
What we build
Financial dashboards
P&L, cash, AR and margin in one place, refreshed from your accounting system and bank feeds.
Cash forecasting
A rolling 13-week forecast that updates itself as invoices are sent and bills come in.
Close and reconciliation tools
A checklist that tracks every close task and flags accounts that do not tie out.
Board and investor reporting
The same numbers every time, laid out the way your board likes to read them.
How it starts
A short discovery with the people who do the work. An hours estimate you approve. Working software every week until launch.
- 6 to 12
- weeks to launch
- Hourly
- estimate up front
- Same day
- critical response on a care plan
The three stages
Discovery
One or two weeks with the people who do the work. You get an hours estimate before any build.
Build in weekly rounds
Working software every week, so you steer as it takes shape.
Care plan
We host, watch and improve it. Same-day response when something is critical.
Pricing is based on the hours of development, with an estimate you approve before work starts. How pricing works ›
Questions people ask
Does this replace QuickBooks or our accounting system?
No. Your accounting system stays the book of record. We build on top of it, pulling the data into reports and forecasts it cannot produce well on its own.
Who builds the financial logic?
Chris does. His background is equity research, then years in FP&A building processes and models at two startups. The formulas, definitions and checks are built by someone who has owned them.
Other services
- Websites and web appsFast, findable websites, and web apps your customers and staff log into.
- AutomationReports, invoices and hand-offs that run on their own.
- OperationsSchedules, inventory and job tracking in one place.
- Engineering and projectsTimelines, job costing and RFIs for engineering and construction firms.
Tell us what slows your business down.
A 30-minute call, no slides. You will leave knowing whether the problem is worth solving, the likely first step, and what we need to estimate the hours.