Our Services
Glade’s Edge helps businesses streamline operations, make sense of their data, and plan for sustainable growth. We automate processes, build powerful reporting systems, and provide strategic financial guidance so leaders can focus on what matters most.
Process & Data Automation
Turning messy, manual workflows into clean, repeatable systems.
Data Intake Automation
Pulling files, PDFs, or APIs into structured data flows
Process Automation
Power Automate or Python-based workflows that cut repetitive work
Financial/Operational Dashboards
Power BI or Excel dashboards built for decision-making
Automated Reporting Systems
Recurring income statement or KPI packages
Analytics & Decision Intelligence
Helping leaders understand what’s happening and what to do next.
Financial & Operational Modeling
Dynamic Excel or Power BI models
Scenario & Sensitivity Analysis
Testing growth, pricing, or financing assumptions
Data Analytics & Insights
Pulling insights from multi-source data sets
Performance Benchmarking
Comparing internal results vs. industry KPIs
Dashboards & Reporting Systems
Turning financial and operational data into clear, actionable insights.
Custom Power BI & Excel Dashboards
Visualize performance in real time
KPI Scorecards & Executive Summaries
Highlight what matters most
Automated Monthly Reporting Packages
Consistent, presentation-ready outputs
Integrated Data Sources
Connect accounting, CRM, and operations data for unified reporting
Financial Systems & Controls
Making sure businesses run on accurate, reliable numbers.
Accounting Workflow Design
Optimizing QuickBooks Online + SharePoint setups
Internal Controls & Review Procedures
Audit Readiness / Due Diligence Prep
Month-End Close Simplification
Fractional CFO Services
Executive-level finance leadership without a full-time hire.
Cash Flow Forecasting & Management
Financial Statement Compilation & Review
Budgeting & Planning Systems
Banking & Credit Line Support
Helping with capital needs and lender relations
KPI & Board Reporting
Clean, CFO-level summaries for owners/investors
Strategic Growth Advisory
Helping small-to-mid-size companies scale sustainably.
Pricing & Margin Analysis
Valuation & Investment Readiness
Preparing for SAFE/convertible or equity rounds
Business Planning & Forecasting
Blending data with strategic storytelling
AI & Technology Roadmaps
Advising when and how to leverage modern tools