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Modernize your Finance Team.
Delivered by a team you can trust.

We modernize finance teams with clean data, the systems that run your close and reporting, and AI analysts, all delivered by a senior team with the experience to get it right the first time.

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How we work

You walk into every board meeting knowing the numbers hold up.

The Connected Data Layer is the reconciled data foundation underneath every service we deliver, and Celeste is Go Fig's AI financial analyst that runs on top of it. Every number traces back to its source. Every variance has an explanation. Every control is already in place for the auditor and the board. The story you tell about the business is the story the data actually tells, because the stack underneath it was built to that standard from day one, and your financials never leave your environment.

Six services, one finance stack

Each delivered end to end by a senior analyst. Start with one, scale into all six.

01

Financial Data Engineering & Architecture

Pipelines from every system that touches the financial model, built to finance-team standards.

We build the pipelines, the models, and the quality checks that feed your finance data stack. ETL/ELT across ERP, CRM, HRIS, billing, payroll, and spreadsheets, with real-time and batch processing tuned to how your finance team actually works.

  • Pipeline design across ERP, CRM, HRIS, billing, payroll, and spreadsheet sources
  • ETL/ELT with real-time and batch processing, optimized for finance workloads
  • Data modeling tuned to your chart of accounts and segment structure
  • Quality monitoring with anomaly detection on source feeds
  • Custom connector builds for proprietary or industry systems (2-week delivery)
02

Finance System Modernization

Migrate off legacy ERP reporting, retire spreadsheet silos, and replace failed BI projects.

When a legacy ERP report is stuck, a BI project has stalled, or spreadsheet sprawl is running the business, we modernize you out of it. No rip-and-replace of your ERP. We sit on top of what works and replace what doesn't.

  • Legacy system assessment across ERP, BI, and spreadsheet sprawl
  • Migration path design that preserves your ERP as the system of record
  • Replacement of failed or abandoned BI deployments
  • Cost optimization analysis covering license, implementation, and maintenance spend
  • Hybrid stack strategy: on-prem ERP with modern cloud analytics
03

The Connected Data Layer

Every system connected and reconciled into one model your numbers trace back to.

The Connected Data Layer is the reconciled data foundation the rest of the stack runs on. We connect and model it around your entity structure, your chart of accounts, and the way finance teams actually pull data at close, during planning, and in front of the board.

  • Data modeling for entities, accounts, and inter-entity relationships
  • Multi-entity consolidation with intercompany eliminations and FX
  • Performance tuning for period-close queries and rolling forecasts
  • Archiving strategy for historical periods with retained query speed
  • Query acceleration for ad-hoc segment, cohort, and driver analysis
04

Financial Reporting & Analytics

Live dashboards, board decks, segment P&Ls, and month-end systems, all with drill-to-source.

This is the surface your team and your board interact with. Dashboards that update as the underlying data does, reporting delivered on schedule, and the close tasks that used to take two weeks finishing overnight. Every number drills to the source transaction that produced it.

  • Live dashboards with drill-through to source transactions
  • Board decks and investor reporting generated on schedule
  • Segment P&Ls across business lines, products, regions, and customers
  • KPI tracking with alerts when metrics break pattern
  • Self-service analytics for ad-hoc exploration by the finance team
  • Month-end close systems (reconciliation, consolidation, recurring journals)
05

AI Analysis & Celeste Deployment

An AI analyst that runs reconciliation, segmentation, variance, and reporting from inside Excel.

Celeste is Go Fig's AI financial analyst. We deploy her against your chart of accounts and segment structure, set up the flows your team needs, and wire write-back to your source systems so analysis and execution happen in the same place. Celeste works only on your data, with a full audit trail, and never trains an outside model.

  • AI readiness evaluation (data quality, integration completeness, model-fit assessment)
  • Celeste deployment tuned to your chart of accounts and segment structure
  • Flows for reconciliation, segmentation, variance, reporting, and anomaly detection
  • Excel MCP setup so Celeste pulls, analyzes, and writes back inside the workbook
  • Write-back to QuickBooks, NetSuite, and other accounting systems
  • Ongoing model monitoring and workflow tuning
06

Data Governance & Security

Finance-grade controls across every system touching the financial model.

The controls your auditors, your board, and your customers expect, built in from day one. SOC 2 Type II by default. Role-based access, SSO, MFA, audit trails, and data lineage across every system in the graph. Every agent action and every conclusion ships with the reasoning path that produced it.

  • SOC 2 Type II controls and trust center documentation
  • Role-based access, SSO (SAML/SCIM, Google, Microsoft Entra), and MFA
  • Column-level access restrictions and full audit logging
  • End-to-end data lineage from source transaction through agent conclusion
  • Compliance posture for GDPR, SOX, HIPAA, and industry-specific regimes

Modernize your finance team

1

Week 1: Discovery

Our team learns your business, connects your data sources, and maps your planning workflows across every department. You keep working while we do the heavy lifting.

2

Week 2-3: Build

We build your connected financial model, configure planning templates for each department, and set up what-if scenarios tailored to your business. No data engineers or technical skills required on your end.

3

Week 4: Launch

Your teams start planning in Go Fig. We train every department, validate the model against your actuals, and ensure everything ties out. Ongoing support included.

Talk to a senior analyst

Who we work with

Teams that hire us usually look like this.

  • Finance teams drowning in a two-week month-end close
  • CFOs running on fragmented spreadsheets and an aging ERP
  • Companies burned by a failed ERP or BI implementation
  • PE portfolio companies needing consolidated reporting across entities
  • Mid-market finance teams (50-500 employees) building an AI-first finance function
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Frequently Asked Questions

How Go Fig delivers services and what an engagement looks like.

What services does Go Fig provide?

Six finance-native services: Financial Data Engineering & Architecture, Finance System Modernization, the Connected Data Layer, Financial Reporting & Analytics, AI Analysis & Celeste Deployment, and Data Governance & Security. Every service is finance-specific and delivered end to end by a senior analyst.

Do I have to buy all six services?

No. Most clients start with one or two and expand from there. A failed ERP project usually starts with Modernization and Data Engineering. A finance team stuck in a two-week close usually starts with Reporting & Analytics. A team building an AI-first finance function usually starts with the Connected Data Layer and Celeste. We scope every engagement to the outcomes you need first.

How is this different from hiring a general data consultancy?

General consultancies build data stacks for any department. We only serve finance, which means our playbooks, connectors, models, and AI flows are pre-built for the close, the reconciliation, the board deck, and the monthly package. You're not paying for a team to learn your use case.

What does a Go Fig engagement look like?

Week 1 is discovery: we learn your business, connect your systems, and map your close. Weeks 2-3 are build: we connect and reconcile your systems into one data layer, build the systems that run your close and reporting, and deploy Celeste against your chart of accounts. Week 4 is launch: we train your team, validate against actuals, and hand you a running system with ongoing support.

Can Go Fig migrate us off our legacy ERP reporting?

Yes. Finance System Modernization is built for teams stuck on legacy ERP reporting, spreadsheet silos, or a failed BI project. We don't require you to replace your ERP. We sit on top of it, pull and reconcile actuals into one connected data layer, and give you a modern reporting and planning layer without the rip-and-replace cost.

What is the Connected Data Layer?

It's the reconciled data foundation that the rest of the services run on. Not a dashboard, not a data warehouse in the traditional sense. It's every system, every entity, and every relationship in your business connected and reconciled into one model, tuned to your chart of accounts and the way finance teams actually pull data at close, during planning, and in front of the board. Every number traces back to the source.

Do I need a data engineer on my team?

No. Our senior analysts handle the data engineering, the modeling, the governance, and the AI deployment. Your team owns the finance work: defining metrics, setting planning assumptions, and interpreting results. We handle the technical complexity.

How long does implementation take?

Most clients are fully live within 30 days. We handle data connections, financial model setup, reporting configuration, month-end systems, Celeste deployment, and team training. You define the outcomes; we deliver the system.

How do you price services engagements?

Start with a free senior-analyst audit (P&L or cash flow, up to 3 hours of analyst time, no commitment). From there, pricing scales with the number of source systems, entities, departments, and the depth of AI and systems in scope. Foundation, Advisory (most popular), and Partnership engagements bundle implementation, data modeling, reporting build-out, and a dedicated senior-analyst team. Talk to a senior analyst for a scoped quote.

Get a Free P&L Audit

A senior analyst runs segmentation across your real P&L, surfaces what's driving your margins and cash, and shows you which of the six services would move the needle first. No generic demo script, no slideware. You walk away with a scoped engagement plan you can defend to the board.

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