Embedded Commission & Finance Operations

Bulletproof Commissions, Accounting & Workflows. Inside Your Existing Stack.

Fortune 500 experts running your sales commissions, accounts receivable, healthcare remittance, and Smartsheet & data automation—delivering SOX-compliant precision with zero software friction.

Operating Natively Inside Your Existing Stack
Xactly Incent
Salesforce CRM
Smartsheet
Microsoft Excel
Power BI
Python & Alteryx
01 // The Finlytic Advantage

Fortune 500 Rigor. Boutique Execution.

We combine institutional internal controls with the speed and personal accountability of embedded practitioners.

Execution Model

Practitioners, Not Consultants

Founded and operated by leaders who have managed enterprise finance functions day-to-day—not generalists learning on your billable time.

Governance

Fortune 500 Scale, Boutique Attention

Enterprise-grade accuracy, strict internal controls, and SOX-compliant governance backed by direct access to the people doing the actual work.

Zero Friction

Your Tools, Not Ours

We work natively inside the systems you already use. There is nothing new to buy, license, or adopt—eliminating software friction completely.

Proven Track Record

Enterprise Scale & Trusted Accuracy

Our founders bring rigorous institutional experience managing massive global sales forces, healthcare remittances, and financial pipelines.

0+
Reps Managed

End-to-end sales compensation execution for global sales forces.

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Claims & Remittances

Automated remittance reconciliation, root-cause analysis, and revenue recovery.

0%
Audit Pass Rate

SOX-compliant internal controls with zero audit exceptions.

Award
Winning Automations

Recognized with enterprise excellence awards for Operational Excellence.

02 // Comprehensive Offerings

Core Service Pillars

Tailored operational support designed to remove administrative burden from your finance and leadership teams.

01 // COMP OPS

Sales Commission Operations

Monthly calculation and payouts, dispute handling, reconciliation across CRM, comp tool and payroll, and leadership reporting.

Best For: Teams w/ 50+ reps & no comp owner
02 // HEALTHCARE

Home Care & Healthcare Remittance

Commission statements, remittance reconciliation, denied claims root-cause analysis and revenue recovery reporting.

Best For: Home care & healthcare agencies
03 // XACTLY

Xactly Incent Support & Admin

Plan-to-system configuration, ongoing enhancements, troubleshooting, and rigorous cleanup of inherited setups.

Best For: Companies on Xactly needing expertise
04 // PIPELINES

Automation & Data Workflows

Alteryx, Power Query, Python and Excel/VBA workflows that replace manual spreadsheets and error-prone PDF data entry.

Best For: Repetitive manual finance processes
05 // BI & ANALYTICS

Reporting & Executive Analytics

Power BI and Excel dashboards for attainment, payout accuracy, cycle time, commission cost forecasting and trend analysis.

Best For: Sales and finance leadership
06 // SMARTSHEET

Smartsheet Build & Admin

Workspace design, automated approval workflows, custom dashboards and ongoing cross-departmental administration.

Best For: Ops, PMO and finance teams
03 // Engagement Architecture

How We Work Together

Getting started with Finlytic is straightforward with zero disruption to your current operations.

STEP 01

Intro Call

A 15–20 minute conversation to review your current tech setup, pain points, and objectives.

STEP 02

Scoped Proposal

Clear deliverables, transparent timeline, and fixed fee before any work begins.

STEP 03

Onboarding

We plug securely into your existing tools. No rip-and-replace or new software required.

STEP 04

Delivery

Regular check-ins, rigorous audit logs, and documented outputs you can rely on every cycle.

04 // Practitioner Pedigree

Led by Fortune 500 Practitioners

Every client engagement is governed directly by senior practice leads who have built, automated, and audited these exact workflows at global enterprise scale.

FORTUNE 500 PEDIGREE
Co-Founder & Managing Partner

Sales Compensation & Systems

11+ years in corporate finance and data architecture, including nearly four years directing global sales commission operations for a Fortune 500 enterprise of 2,000+ sales reps.

  • Hands-on expert in Xactly Incent, Salesforce CRM, Alteryx & Power BI
  • Smartsheet Core Product Certified with flawless SOX audit records
  • Enterprise excellence award recipient for end-to-end KPI automation
Xactly // Smartsheet // BI AUTOMATION SPECIALIST
FORTUNE 500 PEDIGREE
Co-Founder & Managing Partner

Remittance & Revenue Recovery

Seasoned accounting and finance leader specializing in multi-country commission crediting, accounts receivable governance, and healthcare billing operations.

  • Governed global crediting & dispute frameworks for 2,000+ Fortune 500 payees
  • Directs home care remittance reconciliation & denied-claims recovery
  • Engineers Python & Excel extraction pipelines for automated PDF parsing
Healthcare AR // Python REVENUE RECOVERY LEAD
INSTITUTIONAL CONTROLS
Accounts & Finance Director

Corporate Accounting & Audit

Senior corporate accounting director overseeing institutional treasury operations, internal control compliance frameworks (SOX), and end-to-end general ledger systems.

  • Leads corporate accounting, month-end close, and FP&A reporting
  • Governs multi-entity ledger hygiene, tax pipelines, and treasury controls
  • Establishes bulletproof ASC 606 & ASC 340 compliance architectures
FP&A // Ledger // SOX AUDIT GOVERNANCE LEAD