Mid-market finance teams, companies ranging from $15M to $1B in revenue, are buried in disconnected spreadsheets and manual reporting cycles.
Without integrated data or forward-looking analytics tools, they can't afford enterprise planning platforms or a dedicated data science team, yet they still need strategic forecasting and board-ready reporting. Without change, they remain reactive scorekeepers, unable to anticipate cash risk or give leadership the real-time insight needed to make confident decisions.
Eventus Advisory Group built the Finance Intelligence Accelerator, a modular, AI-powered FP&A platform for mid-market companies ($15M–$1B revenue). The system centralizes data from QuickBooks, HubSpot, and Excel into a PostgreSQL database, applies ML-based time-series forecasting for cash flow and revenue, and layers a GPT-4o chat interface so any finance team member can query data without SQL.
Clients using the Finance Intelligence Accelerator saw a 50%+ reduction in time spent preparing board packages and monthly financial reports, as automated forecasting and narrative generation replaced manual data assembly.
By combining ML-driven time-series models with real-time data from the GL, CRM, and operational systems, clients achieved a 3x improvement in cash flow forecast accuracy, enabling more decisive planning.
A startup client saw an 80% reduction in monthly forecasting time after implementing the automated forecast module, with meaningfully more accurate projections within the first two months of deployment.
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