Services

One finance operating system, four connected capabilities.

Longhand works across four capabilities. They are designed to work together, but an engagement can begin with the capability the business needs most, and many touch more than one.

How they connect

From records to decisions.

  1. 01 · Reliable financial records

    Bookkeeping & Finance Operations

    Books that are complete, reconciled and closed on a schedule. Without this, every number downstream is open to argument.

    Bookkeeping & Finance Operations in detail

  2. 02 · Planning, modeling and valuation

    FP&A, Financial Modeling & Valuation

    A model of how the business works, so budgets, forecasts, cash plans and valuation follow from drivers you can discuss.

    FP&A, Financial Modeling & Valuation in detail

  3. 03 · Connected financial and operating information

    Finance & Data Infrastructure

    Financial data and operating data defined once, joined and reconciled, so reporting and KPIs agree with each other.

    Finance & Data Infrastructure in detail

  4. 04 · Scalable automation

    Finance Automation & AI

    Recurring work that runs on a schedule, with people reviewing exceptions instead of assembling reports.

    Finance Automation & AI in detail

Architecture

Two kinds of data, one consistent base.

Accounting data and operating data come from different systems and answer different questions. We keep them separate, reconcile them, and build reporting on both.

01Source systems

  • Bank & cards
  • Payroll
  • Bills
  • Billing
  • CRM
  • Product usage

02Finance + operating data

Accounting layerLedger · close · reconciliation
reconciled
Operating dataCustomers · ARR · pipeline

03Models · reporting · decisions

  • KPI models
  • Forecasts
  • Dashboards
  • Board reporting

Finance Automation & AI supports every layer: refresh, reconciliation and reporting workflows.

See the full finance and data architecture

Where to start

Most engagements start with a diagnostic.

The right starting point depends on what is broken. If the books are late or unreliable, we start there. If the books are sound but nobody trusts the forecast, we start with the model. If a valuation or fundraising question is driving the work, we start with the operating assumptions behind it. If reporting is assembled by hand every month, we look at the data layer and automation.

A diagnostic, typically two to three weeks, establishes which of these applies and what to do first. Read how engagements work.

Discuss a project.

Tell us what you are trying to fix or build: a close that takes too long, a forecast nobody trusts, a valuation question, reporting that is assembled by hand. We will reply with how we would approach it.