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A complex revenue model and SaaS metrics, built cleanly in the platform

“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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A working P&L model in the first week, still growing with the business

“Within the first week, MCC provided a working P&L model we could actually use. As the business grew, the model grew with us instead of needing to be rebuilt. They didn’t just build a model - they acted like a true partner and focused on helping us get it done.”

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NetSuite and the warehouse system in one consolidated model

“MCC connected NetSuite and the warehouse system into one consolidated data model, eliminating manual consolidation and saving time. Their templates enabled accurate seasonality planning and trailing 12-month analysis, making budgeting more reliable. Highly recommended.”

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Days of manual work, now automated and trustworthy

“Working with MCC and Vena has been a game-changer for our finance team. MCC’s team brought a level of professionalism, technical expertise, and empathy. The collaboration transformed how our organization plans, monitors, and reports financials. What used to take days of manual work is now automated and trustworthy.”

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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.”

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An entity structure of subsidiaries and consolidation, understood quickly

“Has a great understanding of financial reporting which made the transition as easy as possible. They quickly understood our entity structure of subsidiaries and consolidation as well as our business.”

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Reporting, planning and non-financial metrics in one model

“MCC did a fantastic job working with us on our unique requirements, our reporting requirements and our planning requirements. They were also able to help us pull in data that was non financial, that's going to help us track metrics that are important to our company and how we work. Very customizable, couldn't be happier.”

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The month-end close broken down, with the real bottlenecks found

“Charlie and the MCC team helped us break down our month-end close process and quickly identify the real bottlenecks. Even though the solution was upstream of their tooling, the conversation gave us clear next steps to improve the workflow.”

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A short timeline, and a handover SOP with screenshots at the end

“The implementation process with MCC was a wonderful experience. Their patience, expertise, and training methods ensured not only that we would get up and running, but that I would have the tools to understand and maintain the new system. We had a short timeline, but I never felt rushed. At the end of the project, the team handed over a detailed SOP with screenshots — which I had not been expecting, but was delighted to receive. I cannot recommend MCC highly enough!”

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Forecasts hit consistently, with more confidence in front of the board

“As the CEO of Perkville, I've had a great experience working with MCC. They understand our business and have helped us achieve a strong forecast, boosting my confidence with the board. Thanks to MCC team, we now hit our forecasts consistently, enhancing our board meetings and overall performance.”

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Hours saved on reporting, and a finance team trained to run it themselves

“As VP Finance at Touch Bistro, we utilized MCC for our opex cubes, workforce cube overhaul, and integration nets. They not only conducted the work efficiently but also trained us for self-sufficiency. Saves us hours on reporting, highly recommend Charlie and his firm.”

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Reports for senior management at the click of a button, not rebuilt by hand in Excel

“Nobody needs to prepare that report manually in an Excel. The data all lives in the system and the report is written and mapped. So with click of a button, it will just produce those reports as we need.”

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“MCC's really shown me that the budgeting process can really relieve the day-to-day operations around manual Excel, spending multiple hours a week focusing in on Excel. And now our FP&A team can now focus on the strategic side.”

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“I found Vena and the MCC team very easy to work with. Having used other tools before, the time to value here was much faster than I expected. Within a few days, I was already building templates and reports with minimal friction. Leveraging native Excel plus MCC’s hands-on coaching made onboarding simple and practical. I would recommend them to other finance teams looking to move quickly.”

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“Hi, my name is Iba. I'm a Financial Analyst at Appodeal. Monte Carlos Consulting helped us implement Vena, and it was a solid experience from start to finish. Owais and Juan integrated NetSuite, then they created a set of templates for us, which brought value from the very first day. Communication was fast and courteous. Responses were very thorough. All in all, it was a great experience.”

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“As a CFO, I’ve addressed our reporting challenges by integrating Vena with our existing Sage Intacct software, despite its limitations in public reporting. Monte Carlos Consulting was instrumental, offering expert advice and tailored solutions that met our specific needs. They not only implemented the necessary enhancements but also trained our staff effectively.”

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“MCC quickly understood the complexity of our consolidation requirements and translated them into a clear, practical solution.”

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“It’s been a pleasure working with your team. You’ve been true professionals, supporting us throughout the process and providing training for our finance team. As part of the IT team in a multi-entity organization, it’s a relief to have such a strong partner and the right tools for ongoing support. Vena is the right tool for our data, and your team is the right partner to build and scale it. We appreciate all of your support.”

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“The MCC team was very helpful in fulfilling our request. The MCC team has a strong understanding of Vena and knew exactly what needed to be done, which made the process more efficient. They gave us plenty of time to test the process and ensure everything was working properly, and even met with us to walk through everything and make sure we did not run into any issues. In addition, they offered to remain available in case any issues arise as a result of the changes we implemented. We truly appreciate their expertise and partnership, and we look forward to continuing to work with them.”

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“MCC brings a rare and powerful combination of deep FP&A expertise and a strong data background. They ask the right questions, optimize processes upstream, and implement solutions quickly - delivering immediate value while ensuring a scalable foundation for long-term success.”

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“MCC helped us successfully implement Vena Solutions - a powerful financial reporting and analysis tool. Their team was professional, efficient, and made a complex onboarding process feel easy. As a result, our financial workflows are faster, cleaner, and more accurate. I highly recommend them for similar large-scale software projects.”

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“MCC was a pivotal partner in helping us successfully implement Vena Solutions for the first time. They guided us through the transition from QuickBooks Desktop to Online, organized weekly check-ins with clear deliverables, provided hands-on training, and built a live dashboard to track key data. We couldn’t have achieved our Q1 goals without them.”

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“We’ve completed several projects with Eugene’s team at Everest Clinical Research in a short time. They were responsive, professional, and generous with their expertise, enabling us to operate the system independently. Their work exceeded expectations in quality, speed, and collaboration. We look forward to future projects together.”

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“MCC helped us bring a NetSuite report into Vena, making it accessible to a larger group while enhancing its functionality and adding a dashboard. MCC was very responsive, and their knowledge and expertise helped us deliver excellent reporting solutions. We look forward to working with them again in the future.”

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“As CFO of GeoKinetics, I'm impressed with MCC's smooth implementation of Vena and Power BI dashboards. They've greatly enhanced our financial reporting efficiency, solving typical challenges faced by growing companies. Their expertise has truly transformed our reporting processes.”

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“Very professional and knowledgeable on our Vena implementation. They were able to resolve my requirements and issues quickly.”

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“We partnered with MCC to implement Vena and had an excellent experience. Their mix of technical expertise and FP&A knowledge made the implementation a success. Despite unique NetSuite complexities, MCC delivered creative solutions, solved out-of-scope issues, and supported us with true partnership. We’d gladly work with them again.”

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“10's across the board! Thanks MCC for the seamless integration of Vena.”

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“Completed an S&OP deployment of the Vena solution for the Nutanix planning organization. The project was a tremendous success.”

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“The MCC team used their industry experience and deep Vena knowledge to help us enhance our solution for the hospitality industry. It’s enabled better daily insights and more effective planning.”

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“As the CFO of Prescient Security, I recently worked with Charlie and the team at MCC on a new budget tool using Vena. They assisted with chart of accounts design, Quickbooks integration, and future-proofing for potential ERP upgrades. Their prescriptive approach and collaboration on report preferences made the project experience great.”

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“I’m Derek Metzger, and I’m thrilled about our collaboration with MСС on the Vena software. This partnership has truly streamlined our financial workflows and enhanced our planning and reporting capabilities. Their responsive support and collaborative, iterative approach were key to aligning the system with our goals and ensuring a successful implementation.”

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“MCC is by far the most professional and competent partner I've every worked with during my 30+ year career.”

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“You have been so great to work with, you’ve been able to understand what we needed and make it happen. I really enjoyed working with you. Thanks for the work you did. I really appreciate that.”

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“I want to thank Charlie and Peter for their help on our project. Their responsiveness and knowledge of Netsuite and Vena systems were incredibly valuable. The reports they set up are working seamlessly, and they even delivered on our tight deadline. Thanks for all your help!”

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“Charlie and Vlad were a huge force in our Vena implementation. They were strong from both the business and data aspects, they were extremely helpful on implementing the solution according to our tight deadline and systematically followed the activities to ensure completion.”

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Told not to buy yet, and why.

“As a CFO building out finance from the ground up, I was looking for strategic clarity and practical guidance-not a sales pitch. Charlie took the time to understand both our current state and where we're heading. He helped me validate that staying lean with Excel and a fractional resource was the right approach for now. His advice was thoughtful, candid, and grounded in real-world experience. I'd recommend Charlie to any finance leader navigating FP&A system decisions.”