Your Financial KPIs Break Quietly.

Manual rebuilds. Drifting definitions. Forecasts no one fully trusts. KPI Audit fixes the financial metric foundation behind reporting and planning. Not dashboards. Not new tools. The system that produces the numbers.

Start with Phase 1 See the 12 week plan

Tool agnostic Excel friendly Deterministic tie outs first No black box models

Built for finance and analytics leaders who need correctness, continuity, and decision grade signal.

Engagement structure

Three phases. Each stands alone.

The work is intentionally sequenced. Phase 1 creates trust and replaces manual rebuilds. Phase 2 removes repetitive FP&A labor while preserving Excel workflows. Phase 3 upgrades planning to quantified risk.

Phase 1: Financial Data Foundation (Weeks 1 to 4)

Automated ingestion from GL, revenue, and payroll. Canonical monthly actuals table. Chart of accounts and entity standardization. Deterministic validation and tie outs. Excel ready outputs.

Result: month end numbers that reconcile without debate.

Phase 2: Forecast Automation and Continuity (Weeks 5 to 8)

Standardized KPIs and drivers. Automated baseline forecast recomputation. Forecast versioning and variance bridges. Excel remains input and presentation.

Result: less FP&A labor and forecasts with continuity.

Phase 3: Probabilistic Forecasting and Signals (Weeks 9 to 12)

Driver distributions and correlations. Monte Carlo simulations. Confidence bands and probability of miss. Early warning signal detection based on deviation from expected ranges.

Result: planning shifts from point estimates to quantified risk.

What you receive

Deliverables that survive scrutiny.

Outputs are built for finance ownership and executive review. No dependency on ongoing consulting.

Foundation deliverables

Canonical monthly actuals table with consistent timing and grain
COA and entity mapping with documented rules
Deterministic tie outs and reconciliation checks
Excel ready extracts for models and reporting

Forecast and risk deliverables

Standardized KPIs and driver definitions
Automated baseline forecast recomputation
Forecast versioning and variance bridges
Monte Carlo outputs: ranges, confidence bands, probability of miss

Fit

Who this is for

KPI Audit is for teams that rely on financial performance reporting but do not fully trust the machinery behind it.

Common signals you need this

Forecasts require rebuilds. Your team spends cycles copying, pasting, reconciling, and explaining variance.

Definitions drift. Revenue, margin, churn, CAC, or utilization differs by report, tool, or meeting.

Data breaks quietly. Refreshes succeed but numbers are wrong, late, duplicated, or missing.

Leadership debates the data. Meetings regress into tie out arguments instead of decisions.

What this is not

Not a dashboard redesign. Visual polish does not fix broken definitions or fragile pipelines.

Not a tool migration. We work with your current stack and Excel workflows.

Not a black box model. Logic is documented. Checks are deterministic before probabilistic.

Not an open ended program. The work is phased with clear exit points.

Contact

Start with Phase 1.

If the foundation is weak, everything above it is noise. Request a scope note and we will identify what Phase 1 should cover in your environment.

Email a scope request

This opens an email with a short intake questionnaire pre-filled. Answer what you can and send. I will reply with a Phase 1 scope outline.

Email scope request

If your email client does not open, copy the questions and send to hello@kpiaudit.com.

What happens after you reach out

15 minute triage. Confirm systems, close calendar constraints, and failure modes.

Scope note. Phase 1 work plan, data access needs, and deliverables.

Start. We begin by creating trust: canonical actuals, tie outs, and Excel ready outputs.

Typical systems: NetSuite, QuickBooks, Sage Intacct, Workday, ADP, Paychex, Salesforce, Stripe, Shopify, and custom data stores.

Operating principle: deterministic checks before probabilistic modeling.