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Finance Breakfast San Francisco — Working AI for Your Finance Stack — May 28, 2026Request Invite
Giorgio PontilloMartin Lepka

Giorgio Pontillo · CRO

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For multi-entity CFOs · Coexists with SAP, NetSuite, Oracle, Excel

One auditable financial truth
across every entity you own

Keboola consolidates your ERPs, CRMs, and entity-level spreadsheets into a governed financial layer — one your team, your board, and your AI agents all read from the same way. Every number traces back to the source journal entry in seconds.

5 days

Close time — down from 25

70%

Less FP&A time on reporting

683%

ROI — Firehouse Subs

Verifiable AI by default

When an AI agent answers through Keboola's semantic layer, the platform tells you whether the answer is grounded in your business glossary or extrapolated. You stop deciding by gut — and your AI stops bluffing.

Keboola doesn't replace good agent design — it makes agents auditable. You see the lineage, the source transactions, the metric definition used. You decide whether the reasoning is sound.

Trusted by 200+ Finance companies

BRIX
Firehouse Subs
The Evans Network
Productboard
Home Credit
Creditinfo
Innogy
Carvago
Rohlik
Apify
BRIX
Firehouse Subs
The Evans Network
Productboard
Home Credit
Creditinfo
Innogy
Carvago
Rohlik
Apify
BRIX
Firehouse Subs
The Evans Network
Productboard
Home Credit
Creditinfo
Innogy
Carvago
Rohlik
Apify

The Problem

WhereFinanceTeamsGetStuckEverymulti-entityorganizationhitsthesamefourwalls.Thesymptomsdiffertherootcauseisalwaysfragmentedfinancialtruth.
Spreadsheet swamp across multiple ERPs

The Spreadsheet Swamp

40+ hours/month copy-pasting between ERPs. One wrong VLOOKUP = restated quarter.

52% of enterprises have 50+ applications and thousands of XLSs

Just one more entity problem

The “Just One More Entity” Problem

Every acquisition adds another system, another chart of accounts, another month to your close.

$850K+ annual consolidation cost

Slow response time

Can't Act Fast Enough

Board asks a question — answer takes a week. Competitor moves — you're still closing last month.

10-25 day average close cycle

FP&A vs XPA comparison

Stuck in FP&A, Not XPA

Finance only sees financial data. Sales Pipeline, Marketing campaigns, operations — all invisible. Half the picture is missing.

CFOs with XPA decide 2x faster

Key Differentiator

Journal Entry Level Consolidation

Most tools consolidate KPIs — they roll up numbers and hope nobody asks questions. We consolidate at transaction level. Every number on your board deck traces back to a source journal entry in seconds.

Every number traceable from source to presentation

AI-Ready

Every AI-generated number has clear lineage to source transactions

PE Exit Ready

Due diligence passes with full audit trail at transaction level

Board Ready

Built from verified transactions, not assembled from KPI summaries

Audit Ready

Trace from board slide down to source journal entry in seconds

Financial Intelligence Architecture

Data flows from your systems through transformation into unified financial truth — powered by intelligent agents.

Source Data Layer

Connect any combination of ERPs, CRMs, HRIS, POS, billing systems, and Excel files. 700+ pre-built connectors. No system replacement required.

NetSuiteSAPSageQuickBooksExcelSalesforceWorkday
Source data layer architecture

Multi-Entity Harmonization Layer

Raw data becomes finance-grade data. Every record validated, scored, and reconciled. Your business rules and relationships applied — chart of accounts, close calendars, intercompany eliminations.

Chart of Accounts MappingCurrency ConversionIntercompany Eliminations
Multi-entity harmonization layer

Semantic & Business Glossary

Every entity linked. Every account mapped. Every reclassification, exception, and manual adjustment remembered — with full lineage and timestamps. When you acquire a new subsidiary, Keboola already knows how to fold it into the group chart of accounts.

Semantic and business glossary

FP&A / Controlling AI Agents

Agents that act on your governed data — with full audit trails, scoped permissions, and human-in-the-loop for critical decisions.

Budget DriftAuto ReconciliationForecast VarianceCash Flow Sentinel
FP&A and controlling AI agents

Consumption Layer

Excel, Power BI, board packs, AI agents, ERP write-back. Your team keeps the tools they already use. Every figure stays traceable to the source journal entry — from spreadsheet cell back to the original transaction.

Board ReportsPower BI / Tableau
Consumption layer outputs

Who we serve best

Segments We Transform

Each segment has a unique variant of the multi-entity problem. Our approach adapts to the specific structure, urgency, and outcome required.

Choose your segment

Private Equity / PE

Portfolio-Wide Visibility

10-50 portfolio companies with different ERPs. Cross-portfolio roll-up is a monthly fire drill. Every acquisition restarts the problem.

  • Unified portfolio visibility in 8-12 weeks
  • Templated playbook for new acquisitions
  • Exit-ready financials with full audit trail
  • Standardized definitions across portfolio
View more →
Portfolio-Wide Visibility
Financial Intelligence Platform compliance badges

Financial Intelligence Platform

From chaos to clarity — typically 8–12 weeks for the first entity in production

One platform that unifies your financial data, automates reporting, and gives your finance team real-time intelligence across every entity.

From chaos to clarity — typically 8–12 weeks for the first entity in production

Before & after

Typical Impact

Automate data consolidation across multiple entities and free up finance resources for strategic decision-making.

Keboola Customer Example: $500M Revenue, 10 Entities, 20 Finance Team
Impact diagram: Without Keboola (70% Manual Tasks, 5-10% Error rate, 12 Days Close time) vs With Keboola (25% Manual Tasks, less than 1% Error rate, 5 Days Close time)

Your journey

8 Weeks to 1st Value

Timeline of the first phase of the project delivering and automating first dashboard (Consolidated P&L).

  1. Week 1

    Preparation

    Setup, access, goals

  2. Weeks 2–3

    Data Processing

    Integration, quality, model

  3. Weeks 3–5

    Governance

    Glossary, access, definitions

  4. Weeks 5–8

    Customization

    KPIs, eliminations, config

  5. Week 8

    Enablement

    Training, self-service BI

1-2 FTE Data Engineers (0 DevOps) | No system replacement required

The honest comparison

How We Compare

We don't hand you a platform and wish you luck. We hand you a running finance operation — and then step back. Your team drives it from week one.

When they say

"We use Anaplan"

Our position

We make Anaplan work better — the governed data layer that feeds it clean, consistent data. Solving the trust problem upstream.

When they say

"Evaluating OneStream"

Our position

OneStream replaces your entire EPM. 18-month project, 7-figure investment. We sit alongside existing systems in 8 weeks.

When they say

"We have Datarails"

Our position

Datarails solves how you see your data. We solve whether you can trust it — which matters for AI and due diligence.

When they say

"Microsoft shop"

Our position

We feed Fabric and Copilot with structured, validated financial data so AI outputs are reliable and auditable.

When they say

"Building in-house"

Our position

That work never ends. We deliver in 8 weeks what 3-person data teams spend 2 years building.

When they say

"Happy with Excel"

Our position

Excel isn't the problem — it's that every entity has their own version of truth. We unify the truth; you keep Excel.

Balu Gopakumar|Account Executive
Balu Gopakumar
Martin Lepka|CMO Keboola
Martin Lepka
Giorgio Pontillo|CRO
Giorgio Pontillo

Ready to
run the numbers?

We don't hand you a platform and wish you luck. We hand you a running finance operation — and then step back. Your team drives it from week one.

Pricing scales with data volume, not seats. Most finance teams replace 1–2 FTE-equivalents of manual reporting in year one.

Keboola platform — unified data across all entities

Questions & answers

Frequently Asked Questions

Everything your finance team, IT, and procurement will want to know — up front.

Keboola Financial Intelligence is a solution for Finance teams that connects all financial systems (ERPs, CRMs, Excel, data warehouses), automates consolidation and reporting, and gives finance leaders a real-time, audit-ready view of performance across entities.
It eliminates manual work, inconsistent data, and slow consolidation. It solves issues like slow close cycles (10–25 days), analysts spending 70% of time on data gathering, conflicting numbers, and fragile Excel models.
Customers typically realize tangible improvements within weeks. Results include 70% FP&A time reduction, 100+ man-days saved a month, and first value in 8 weeks.
No. Keboola fits into your current finance tech stack without requiring migrations or re-platforming. It connects to existing ERPs, GLs, CRMs, and spreadsheets, normalizing data into a common financial data model.
Keboola provides 700+ pre-built connectors for all major ERPs (SAP, Oracle, NetSuite, Sage, Microsoft Dynamics), CRM, billing, risk, HR systems, and databases/cloud storage.