Cuts Financial Reporting Time by 85% and Builds a Scalable Data Foundation for Growth

Challenge

Continuum.ai’s finance and data teams were buried in fragmented, inconsistent reporting.

• Transactional data sat in Postgres and partner APIs

• Billing data lived in NetSuite and Chargebee

• Pipeline data was split across HubSpot and Salesforce

• Finance, Risk, and Product teams all defined “revenue” differently

The result:

• Weeks of manual reconciliation each month

• No trust in KPIs or cross-department dashboards

• Data team spending 70% of its time on maintenance, not analytics

• CFO and leadership lacked a single, auditable view of revenue, cost, and risk exposure

“We had a capable data team, but no unified data strategy. Every department was running their own version of the truth.”
— Director of Data & Analytics, Continuum.ai

Solution

Aztela partnered with Continuum.ai to design and execute a comprehensive data modernization and governance program, aligning business, finance, and data teams around one reliable source of truth.

Key Workstreams

1. Data Strategy & Architecture Alignment

   • Conducted a 4-week data strategy sprint to define business-critical KPIs, governance roles, and data ownership models.

   • Designed a future-state architecture for scalable analytics and self-service reporting.

2. Modern Data Stack Deployment

   • Integrated 12+ data sources (Postgres, NetSuite, Salesforce, Chargebee, proprietary APIs) using Fivetran + Snowflake + dbt.

   • Built an auditable data model connecting financial, operational, and risk data at the transaction level.

3. Governance Framework & Data Quality

   • Introduced data contracts, naming conventions, and lineage tracking using dbt.

   • Created a cross-functional Data Council to enforce governance and metric consistency.

   • Automated data quality checks and alerting pipelines to proactively detect issues.

4. Team Enablement & Ownership

   • Embedded Aztela consultants alongside Continuum.ai’s internal data team.

   • Delivered hands-on enablement in dbt, Power BI, and governance workflows.

   • Shifted analytics team focus from firefighting to strategic data products.

5. Executive Dashboards & Decision Layer

   • Built Power BI dashboards for finance, risk, and operations.

   • Provided real-time insights into revenue by product, margin by region, and customer-level risk exposure.

   • Created alerting mechanisms for anomalies in billing, volume, and compliance thresholds.

Client Quote

“Aztela helped us build the data foundation we should have had years ago.
It wasn’t just faster reporting it was alignment, trust, and clarity across every function.”
— Director of Data & Analytics, Continuum.ai

Business Impact

• 85% reduction in financial reporting time (from 2 days → 3 hours)

• 99% reconciliation accuracy across finance, billing, and transaction systems

• $750K annual savings in manual reporting and audit prep

• Data team capacity increased by 40% through automation and governance

• CFO gained real-time visibility into revenue, cost, and compliance risk

• Established a scalable, governed data foundation for future AI and predictive analytics

Technology Stack

Key Takeaways

• Data strategy alignment unlocked faster decision-making and accountability across teams.

• Governance and standardization turned “multiple truths” into one trusted view.

• The data team now leads enablement, not just maintenance.

• Finance gained self-service confidence and automation, cutting manual effort by 85%.

• Continuum.ai’s leadership now runs on reliable, auditable, real-time metrics.