Turn raw financial data into KPI dashboards and management reports your leadership team actually uses to make decisions.
Overview
Bookkeeping and closing tell you what already happened. Financial Planning & Analysis takes that data further — building the KPI dashboards, variance analysis and management reports that help leadership decide what to do next, not just what already occurred.
FINEXA's FP&A team builds the reporting layer on top of your finalized books: dashboards tracking the metrics that actually matter to your business, and analysis that explains the "why" behind every number.
What's Included
Realistic budgets and rolling forecasts grounded in your actual data.
Budget-to-actual differences explained, with drivers identified.
The metrics that matter to your business, tracked automatically.
Board and leadership-ready reports delivered on a set schedule.
Margin visibility by product, service line, or customer segment.
Custom analysis for one-off decisions — pricing, hiring, expansion.
Is This Right For You?
Reports exist, but nobody's translating them into a decision.
Metrics get pulled manually and inconsistently before every meeting.
They expect a consistent, credible reporting package every period.
You need this capability without the cost of a dedicated analyst.
Why FINEXA
FP&A-level expertise at a fraction of the cost of a full-time hire.
CAs, ACCAs, CPAs and engineers — not a generic outsourcing pool.
Every dashboard built on reconciled, accurate underlying data.
Live dashboards in Power BI, Excel or Google Sheets, updated automatically.
NDAs, encrypted transfers and role-based access on every engagement.
USA, UK, Canada, UAE and Australia — one partner, every market.
How It Works
We identify the KPIs and reports that matter most to your business.
A clear proposal with pricing, timelines and an NDA — no surprises.
We build your first dashboard and reporting templates.
Reports and dashboards delivered and reviewed on a set cadence.
FAQ
We start by identifying the metrics most relevant to your business model — gross margin, revenue per customer, burn rate, or industry-specific KPIs — then build dashboards around those.
Accurate books make the analysis more reliable, so we often pair this with Bookkeeping & Accounting or Periodic Financials Closing if your books need work first.
FP&A focuses on reporting, analysis and dashboards. Our Fractional CFO Services add strategic decision-making and investor-facing leadership on top of that foundation.
Pricing
Flexible engagement models designed to match your business size, scope, and budget.
A predictable monthly fee based on your service scope. Best for ongoing, recurring engagements.
Flexible hourly billing for project-based or variable workload engagements. Pay only for what you use.
A fixed price for clearly defined, one-time projects such as cleanup, catch-up work, or a single deliverable.
Book a free 30-minute discovery call — no obligation, no pressure.