Transforming Financial and Operational Reporting

About the client

Scrubbed is a professional services firm providing outsourced accounting, finance, and compliance support.

Main Challenge

Lack of real-time visibility into financial performance, limiting decision-making and strategic planning.

“Our clients rely on us to give them accurate, timely, and strategic insights into their business performance. But with data spread across multiple systems, from accounting software to Excel sheets, we were spending a significant amount of time just reconciling numbers before we could even start analyzing. We knew we needed a better way to deliver value at scale.” – Janna Payba, Scrubbed | Financial Analyst

Challenges

Disconnected Systems and Manual Processes

Scrubbed’s client base often uses a mix of accounting tools, operational platforms, and offline documents. This created a fragmented data environment that made it hard to consolidate and analyze information efficiently.

Time-Consuming Data Reconciliation

Each reporting cycle required intensive manual labor: pulling data from different tools, verifying entries, and aligning figures. These processes consumed valuable hours that could have been spent on strategic work and financial planning.

Lack of Unified Financial and Operational Reporting

Without a real-time, integrated view of key metrics like cash flow trends, burn rate, or budget variances, clients found it difficult to manage financial health and operational efficiency. Decision-making was often reactive rather than proactive.

How Scrubbed Streamlined Financial Insights with ClicData

Centralized Data for Unified Financial Reporting

With ClicData, Scrubbed built a robust data architecture that brings together disparate sources like QuickBooks, NetSuite, and Excel into a unified platform to build financials KPIs in one place.

Automation that Saves Time and Reduces Errors

Scheduled data refreshes and transformation workflows ensured accuracy and consistency, allowing Scrubbed’s team to reallocate time toward advisory and analysis work.

Custom Dashboards Tailored for Finance Leaders

With ClicData, Scrubbed developed over 20 dashboards that were fully customized to each client’s reporting needs in just a few months.

“ClicData gave us the flexibility and power to design analytics that truly speak the language of CFOs and controllers. We can now deliver tailored dashboards that not only show where the business stands financially but also highlight trends and risks before they become problems. That’s a game changer for our clients.” – Janna Payba, Financial Analyst, Scrubbed