Service 03

Financial Systems
& Reporting

Turn your financial data into a strategic asset. Custom dashboards, automated reporting, and real-time KPI frameworks that give your leadership team the visibility to act—not react.

Power BI Sage Intacct Custom Dashboards Real-Time KPIs

Data You Can See. Insights You Can Act On.

Most cannabis operators are flying blind—or nearly so. Financials live in spreadsheets, reports are assembled manually before each board meeting, and by the time leadership sees the numbers, they're already weeks old.

Emerald Advisors builds financial reporting infrastructure that changes this completely. We design systems that surface the right information, to the right people, in real time—so decisions are grounded in current reality, not last quarter's snapshot.

Leveraging Power BI for visualization and Sage Intacct for cannabis-capable accounting, we build your reporting layer from the ground up—or modernize what you already have.

Emerald Dashboard · Sample MTD — Current Period
Gross Revenue
$2.4M
↑ 12.4% vs prior month
COGS %
41.2%
↓ 1.8% optimization
Cash Runway
8.3mo
↓ 0.4mo this period
  • Custom executive dashboard design and build (Power BI)
  • Sage Intacct implementation, configuration, and cannabis-specific customization
  • Automated month-end close process design
  • Standardized KPI framework and definitions library
  • Board and investor reporting package templates
  • Departmental and cost-center reporting architecture
  • Cash flow forecasting model with scenario toggles
  • Dispensary-level P&L reporting by location
  • Seed-to-sale system integration with financial data
  • User access controls and data governance protocols
Our Technology Stack

Built on Best-in-Class Tools

Microsoft Power BI
Visualization & Dashboards
Interactive, real-time dashboards that surface KPIs, trends, and anomalies across your entire operation. Role-based access means your board sees what they need, and your operators see what's actionable.
Sage Intacct
Core Accounting Platform
The AICPA-endorsed cloud accounting platform built for multi-entity, multi-location businesses. Cannabis-configurable with robust API integrations for POS, payroll, and compliance systems.
Custom Integrations
Seed-to-Sale + POS Connections
We connect your Metrc, BioTrack, or other seed-to-sale systems directly to your financial reporting layer—eliminating manual reconciliation and creating an audit-ready data trail automatically.
Cash Flow Modeling
Forecasting & Scenario Planning
Driver-based financial models that update dynamically as actuals roll in. Toggle assumptions—pricing, volume, new locations, headcount—and see the downstream impact in real time.
KPI Framework

What We Measure, and Why

A well-designed KPI framework isn't just a reporting exercise—it's a management tool. We design your metrics around the decisions your leadership team needs to make.

Revenue & Sales

Gross Revenue by Channel
Average Transaction Value
Revenue per Square Foot
New vs Returning Customer Mix
Product Category Performance

Margin & Profitability

Gross Margin by Product & Location
COGS as % of Revenue (280E lens)
EBITDA by Entity
Operating Leverage
Tax-Adjusted Net Income

Cash & Liquidity

Cash Runway (months)
Operating Cash Flow
Days Sales Outstanding
Inventory Turnover
Accounts Payable Aging

Operations & Growth

Revenue per FTE
Location Ramp Performance
Shrink & Waste Rate
Compliance Incident Rate
Capex vs Budget Variance

Ready to See Your Business Clearly?

Modern financial infrastructure is a genuine competitive advantage. Let's build reporting that puts you ahead.

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