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Financial Analytics

Financial Clarity.
Decision Confidence.

Transform fragmented financial data into governed, executive-ready insights. Sales analytics, budget tracking, CapEx transformation, delinquency insights, and forecasting — all in one unified platform powered by Microsoft Fabric.

$2B+ Assets Tracked
99.9% Uptime SLA
< 30m Minute Refresh
13+ Years Delivering
Request Demo Explore Modules
Financial Analytics Live
Revenue YTD $127.4M +12.3%
Budget Variance -5.3% Under Budget
Monthly Revenue vs Budget
Revenue Budget
CapEx
67%
OpEx
82%
Revenue +12.3% YoY
Audit Ready
Inc. 5000 #749 Inc. Regionals #57 3x Microsoft Partner 557% Growth 100% Client Retention
$127.4M Total Revenue +12.3%
$18.2M New Sales +8.7%
$94.1M Recurring Revenue +15.2%
$1,847 Revenue Per Unit +4.1%

Key Capabilities

  • Revenue trend analysis
  • Sales pipeline tracking
  • Seasonal forecasting
  • Channel performance
$45.2M Budget
$42.8M Actual Spend -5.3%
$2.4M Variance Under
94.7% Accuracy +2.1%

Key Capabilities

  • Real-time variance analysis
  • Department breakdown
  • Rolling forecasts
  • Budget reallocation
$28.5M Capital Budget
$19.2M YTD Spend 67.3%
47 Active Projects +8
38 ROI Tracked

Key Capabilities

  • Job code tracking
  • Phase code analysis
  • Historical spend
  • Journal consolidation
$3.8M AR Outstanding -18%
$1.2M 30+ Days -24%
$480K 60+ Days -31%
97.2% Collection Rate +2.4%

Key Capabilities

  • Aging analysis
  • Risk scoring
  • Collection workflows
  • Payment prediction
94.8% Current Occupancy +2.3%
$1,542 Avg Rent +6.1%
$847 Turn Cost -12%
78% Renewal Rate +5%

Key Capabilities

  • Bed-level analytics
  • Rent optimization
  • Turn cost tracking
  • Seasonal trends
$34.2M Q4 Forecast
92% Confidence +4%
Low Variance Risk
12 Scenarios

Key Capabilities

  • Multi-scenario modeling
  • Trend extrapolation
  • What-if analysis
  • Executive summaries

CapEx Transformation

From Fragmented Data to Financial Clarity

The Capital & Expenditure transformation consolidates data from multiple financial systems into a single, decision-ready dataset — harmonising actuals, budgets, and forecasts with full auditability.

01

Data Sources

Accounting, ERP, CRM systems

  • General Ledger
  • AP/AR Systems
  • Budget Files
  • Journal Entries
02

Harmonisation

Microsoft Fabric lakehouse

  • Validation Rules
  • Aggregation Checks
  • Historical Alignment
  • Audit Logging
03

Semantic Layer

Unified financial model

  • Job Code Mapping
  • Phase Code Hierarchy
  • Variance Notes
  • Context Capture
04

Consumption Views

Decision-ready insights

  • Executive Reports
  • Portfolio Reviews
  • Compliance Packs
  • Stakeholder Dashboards

Enterprise Governance

Audit-Ready. Compliance-Built.

Every transformation is logged. Every metric has lineage. Every variance has context. Built for SOX compliance and external audit from day one.

SOX Ready Audit Trail RBAC

Audit-Ready Reporting

Complete data lineage and transformation history for every metric — ready for internal or external audit.

Role-Based Access

Granular permissions by role, cost centre, or region. Users see only their authorized financial data.

Variance Notes

Contextual notes captured from Financial Application frontend — understand the drivers behind every variance.

Data Validation

Automated validation rules, aggregation checks, and reconciliation alerts before data reaches dashboards.

Historical Integrity

Point-in-time snapshots preserve historical accuracy. Compare current vs prior periods with confidence.

Enterprise SSO

Single sign-on integration with Azure AD, Okta, or your enterprise identity provider.

Integrations

Connects to Your Financial Systems

ERP Systems

SAP, Dynamics 365, NetSuite

Accounting

Yardi, MRI, AppFolio

CRM

Salesforce, HubSpot, Dynamics CRM

Banking

Automated bank feeds

Technology

Built on Microsoft Stack

Microsoft Fabric Data Platform
Power BI Visualization
Azure Synapse Analytics
Dataverse Data Storage
Power Apps Financial App
Azure AD Identity

Frequently Asked Questions

How does the Capital & Expenditure transformation work?
The CapEx transformation consolidates capital expenditure data from multiple financial source systems into a single, decision-ready dataset. Actual spend, historical spend, journal entries, budgets, and forecasts are harmonised into consistent views organised by job codes and phase codes. This vertical combination of budget, spend, and forecast data enables variance analysis without manual reconciliation.
Can variance notes be captured directly in the dashboards?
Yes. Variance notes are captured through the Financial Application frontend — a custom Power Apps interface that allows stakeholders to document the business context behind variances as they occur. These notes are linked directly to the relevant metrics in Power BI, providing narrative context alongside the numbers.
How is data validated before reaching executive dashboards?
Data passes through multiple validation gates: source system integrity checks, aggregation validation rules, reconciliation against control totals, historical consistency checks, and audit logging at each transformation step. Alerts trigger if anomalies are detected, ensuring only validated data reaches consumption views.
What ERP and accounting systems can you integrate?
We integrate with all major ERP and property management systems including SAP, Dynamics 365, NetSuite, Yardi, MRI, AppFolio, and RealPage. Microsoft Fabric dataflows provide standard connectors for most common financial systems, with custom connectors available for proprietary platforms.
How quickly can new data sources be added?
Standard integrations with supported ERP and accounting systems can be configured in 1-2 weeks. Custom data sources typically require 2-4 weeks depending on data complexity and transformation requirements. The Fabric architecture makes ongoing data source additions straightforward.
Is the solution compliant with SOX and audit requirements?
Yes. The solution is designed with audit-readiness as a core requirement. Complete data lineage, transformation history, access logs, and point-in-time snapshots provide the documentation trail required for SOX compliance and external audit. Role-based access controls ensure segregation of duties.
Client Stories

What Our Clients Say

100% Client Retention
“Al Rafay Consulting was an outstanding partner in developing our internal pipeline tracker. They took a detailed upfront inventory of the team's existing tools and processes, as well as areas our overall system could improve. ARC was extremely communicative throughout the development process and instrumental in the successful launch.”
Adam Goldblatt

Adam Goldblatt

Director, Investments

BioMed Realty

“BioMed Realty engaged ARC 7 years ago originally to kick start an internal SharePoint campaign with the goal of increasing productivity through workflow automation. We've now grown our work with SharePoint into a full blown Business Intelligence platform that has created tremendous efficiency and value for our organization.”
David Hsiao

David Hsiao

Senior Vice President, CIO

BioMed Realty

“Working with ARC over the past 3 years has been nothing short of exceptional. The team has everything that you would look for in a consultant and then some. A vast knowledge of their core business as well as a hunger to learn new industries and skills has proven to be a critical aspect of our partnership.”
Mark Zikra

Mark Zikra

Director of Technology

CA Ventures

Let's Build Something Great

Ready to Transform Your Financial Data?

See how our Financial Analytics platform can deliver governed insights, accurate forecasting, and confident decision-making across your organisation.

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No obligation Response within 24 hours Inc. 5000 #749