SaaS & Technology
A complex revenue model and SaaS metrics, built cleanly in the platform
Activeprospect
- Industry
- SaaS & Technology
- What we worked on
- Reconciliation and the close

In their words
“We were really impressed with Charlie and the Monte Carlos team for their expertise as finance practitioners. They were able to execute quickly and understand our complex revenue model, various customer segments, and key SaaS metrics. Their help in building models and calculations in a clean and efficient way within our platform was greatly appreciated.”
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Monthly reporting moved out of manual Excel and into Vena, and now it flags when someone changes a closed period in NetSuite.
“I found inconsistencies from how I was doing things before, and now this forces a level of consistency. And frankly it better highlights when I find things that we have gone back and changed in NetSuite in closed periods. All of a sudden, wait a minute, this looks different than how I reported last month. So it helps me catch things that we shouldn't have done.”
Jim Jenkins
CFO, Essex Finishing

Monthly financial statements went from 3 to 5 days of evenings and weekends to about 20 minutes, ready the day the books close.
“Last year, we worked with Charlie and MCC to automate our IFRS financial statements and monthly reporting in Vena. Previously, generating statements took 3-5 days with late nights and weekends. Now, it runs in under 20 minutes - saving time, reducing errors, and ensuring consistency. We also automated our reporting package, allowing earlier insights and better review before close. Charlie and his team supported us every step of the way.”
Sarah Delehanty
Controller, Touch Bistro

A project expected to be complicated turned out smooth
“The project that we thought was going to be really complicated turned out to be a very smooth project, and I’m very happy with the results. We were able not just to bring the data we needed for seamless reporting, but also to upgrade and improve our capabilities. The greatest part was the communication and flexibility - having open communication and feeling comfortable asking questions was definitely the key to the success of everything.”
Luiz Carvalho
Director of FP&A, Beck
