Revalytics for finance · Residential home services
By the time the month closes, every decision the report could have informed has already been made. The aging pipeline is dead. The burning channel has burned. The cash crunch is a calendar reality, not a forecast. Finance becomes archaeology explaining what happened, not changing what's about to.
Revalytics shifts finance from hindsight to foresight. Live revenue, real time recovery, daily cash position, channel-level margin. Running before the close, not after. The report becomes a record of decisions you made not a list of decisions you missed.
Close lag
30-40d
Today's reality
With Revalytics
Real time
Forecast, not autopsy
First view
24h
After connection
Cash position · today
7-day projection: $312K · A/R aging: $48K
Revenue · month-to-date
Every finance professional inside a trade business inherits the same 30-40 day reporting lag. The systems that produce the close report were built to record history, not to enable foresight. Mark the ones that describe the second-of-next-month meeting you've already had this year.
01
The lag
Even with discipline, closing the books on a residential trade shop runs ten to fourteen days. Reconciliation, A/R cleanup, accruals, payroll allocation, intercompany if there's more than one entity. By the time the report exists, the month being analyzed is already half over into the next one. The "monthly" cadence is really a six-week feedback loop.
The lag · 30-40 days end-to-end
02
The lag
Between closes, cash position is a guess. The bank balance is real but it's not a position. It doesn't reflect committed payroll, vendor payments, or A/R coming in. The owner asks "can we afford this" on Tuesday and the answer is a hand-wave plus a guess at when the next big invoice clears. Real positions need real time inputs from operations, not a balance check.
The lag · until next close
03
The lag
The A/R aging report exists. Someone runs it weekly if you're disciplined, monthly if you're not. By then the 60-day bucket has things that should never have aged past 30. The pipeline of unbooked quotes which is its own form of aging revenue sits invisibly outside the accounting system entirely. The aging is real. The visibility into it is reactive.
The lag · weekly at best
04
The lag
Marketing spend was 22% over budget. Job costs ran 8% above forecast. CSR overtime spiked. Each of those becomes a line in the variance discussion at month-end. By which point the spend is already gone, the labor already paid, the campaigns already optimized for the wrong thing. Finance ends up writing the autopsy of a month it could have changed.
The lag · the entire month
The annual benchmark on what real time finance looks like inside residential trade businesses scaling right now. Built for bookkeepers, controllers, and fractional CFOs. Free. Sent to your inbox the moment it ships.
Real close-time benchmarks. Aging-pipeline numbers your peer shops run against. The cash-position cadence the disciplined operators use. The metrics that replace end-of-month variance. And the data behind them.
Sent to your inbox the moment it ships.
The finance leaders shifting from hindsight to foresight aren't running a faster month-end close. They're running a different system. Four real time signals that surface what finance has always been responsible for before the variance becomes permanent.
01
Revenue at risk
The pipeline of unbooked estimates is its own form of aging, and it lives outside the accounting system. Quotes past 48 hours close at half the rate of quotes called within 24. Revalytics tracks the dollar value of aging pipeline daily, so finance sees the revenue at risk before it disappears into "lead never converted."
Daily · pre-A/R
02
Margin burn
Cost per booked job by channel, running daily against actual closed revenue not the agency's last-week report. The channel that crossed the margin threshold on the 12th gets flagged on the 12th, not in the variance discussion on the 4th of next month. Finance becomes the line of defense between marketing optimism and unprofitable spend.
Same-day · per channel
03
Cash position
Real cash position not the bank balance running today and projected forward seven days based on scheduled jobs, A/R aging, committed payroll, and known vendor payments. The "can we afford this" question gets a number, not a guess. The cash crunch becomes something you forecast a week out, not something you discover on Friday.
Daily · 7-day forward
04
Recovered
Revenue that would have leaked recovered through aging-quote alerts, channel-burn cuts, and follow-up discipline tracked as a measurable line item. For the first time, finance can put a dollar number on operational discipline. The CFO conversation stops being defensive about variance and starts being offensive about recovery.
Continuous · attributable
Most $1M-$15M trade businesses don't have a credentialed CFO. They have a bookkeeper, a controller, or a fractional advisor who sees the books from outside. Each role has a different relationship to the close, the cash, and the conversation. Read the three.
Execution
You live in the books. You know what's missing. You spend the month
catching transactions, reconciling accounts, and chasing receipts. The owner asks for numbers you don't
have because the data lives in operations, not the books. Revalytics gives you the operational signals
that close the gap between the FSM and the books, without making the close longer.
Bad data doesn't wait for close. Good visibility shouldn't
either.
Oversight
You own the close. You own the variance discussion. You're the bridge
between bookkeeping and strategy. Running cost accounting, owning the P&L, building the budget the
owner ignores until variance forces a conversation. Revalytics moves variance from a monthly autopsy into
a weekly intervention, with operational data that finally explains the swings.
Variance discussions that change the next week, not just explain the
last one.
Strategy
You bill by the hour. The data has to be ready when you arrive. You serve
four to ten trade-shop clients at once, walking into each monthly meeting with a stack of accounting
exports and agency reports. Revalytics gives you live access across every client, so the meeting starts
with decisions, not data assembly.
The pre-meeting prep goes
from 4 hours to 15 minutes.
Whatever your title, every finance professional running a trade shop's books gets the same foundation real time visibility into the operational events that produce the financial outcomes, connected to the systems you already use.
01 · Connects · does not replace
Revalytics reads from the FSM, the call tracking, and the ad platforms, and adds the operational layer above them. You don't migrate, switch, or rebuild. The accounting stack stays where it is. What changes is the visibility around it.
02 · Operational data, financial context
The FSM has the operational truth but lives downstream of the close. The accounting system has the financial framing but no operational truth. Revalytics is the bridge. The variance you couldn't explain becomes the variance you can prevent.
03 · Numbers you can defend
For the first time, finance can quantify operational discipline. Dollars recovered through aging-quote alerts, channel-burn cuts, follow-up enforcement. The CFO conversation stops being defensive ("here's what variance was") and starts being offensive ("here's what we recovered, attributable, this month").
04 · The owner stops asking
The owner asks "where are we" and the answer already exists. The agency asks "what did the campaign produce" and the number is already on the same screen. Finance stops being the bottleneck for everyone else's decisions, because the data is already where it needs to be.
Read-only by default
Revalytics reads from connected systems and does not write back. The FSM, accounting system, and ad platforms remain your systems of record. Nothing changes in your stack.
Scoped by role
Your bookkeeper sees operational inputs. Your controller sees full variance. Your fractional CFO gets a multi-client view. Access is scoped so everyone sees what they need and only that.
First view in 24 hours
First scorecard lands the morning after connection. First aging-quote alert usually fires within the first week because every shop has at least two quotes sitting unworked right now.
Book a thirty-minute walkthrough. We'll set up the forward view with sample data shaped to your stack, show you what the aging-pipeline alerts and 7-day cash projection look like in practice, and answer the practical questions about read-only access and connecting your operational systems.
No commitment. No card. The diagnostic is yours whether you proceed or not.
We'll show you the forward view, walk through aging-pipeline alerts and the 7-day cash projection, and answer the practical questions about connecting your stack.
Whether you're a bookkeeper deep in the books, a controller running the close, or a fractional CFO walking into client board meetings Revalytics gives finance the operational data that's been missing. The first view arrives within 24 hours of connection. No card up front. The diagnostic is yours whether you proceed or not.
No card · First view within 24 hours · Diagnostic yours to keep
Moneyball for the Trades sets the standard. Revalytics enforces it. Finance leaders running real time become the conversation not the bottleneck.