Boomerang for Fractional CFOs & RevOps Firms

Spend Less Time Cleaning Data. More Time Advising Clients.

Boomerang automatically organizes, normalizes and connects operational data so Fractional CFOs and RevOps firms can deliver insights instead of fixing spreadsheets. Turn weeks of manual preparation into hours.

Book a Demo See how it works
Reliable KPIs Connected financials No SQL · No scripts Weeks → hours

Every new client starts with messy data.

One client uses QuickBooks. Another uses Xero. Someone tracks sales in HubSpot. Another lives in spreadsheets. Inventory comes from an ERP, payroll from another system, and marketing reports live somewhere else. Nothing matches. Every engagement begins with hours — or days — of exporting, cleaning and reconciling data before any meaningful analysis can begin. Boomerang automates the preparation so you can focus on advising your clients.

What Boomerang does

Upload client exports and Boomerang automatically:

No SQL. No custom scripts. No engineering.

Works with the systems your clients already use

Finance Systems

QuickBooks Xero NetSuite Sage Dynamics 365 Business Central Oracle NetSuite FreshBooks
↓

Boomerang

Normalize Deduplicate Connect Records Create Common IDs Validate Store Prepare Analytics
↓

Business Systems

HubSpot Salesforce Zoho CRM Pipedrive Shopify Stripe Square Microsoft Excel Google Sheets CSV SAP
↓

Analytics & AI

Power BI Tableau Amazon QuickSight Snowflake Amazon S3 ChatGPT Claude Excel

Create one trusted version of your client's business data.

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Questions you can answer faster

What products generate the highest margins?

Which customers are most profitable?

Where is revenue leaking?

Which sales reps perform best?

Which business units are growing?

Which customers are becoming inactive?

How healthy is cash flow?

Which KPIs changed this month?

Before Boomerang vs. after

Before
  • Client data across multiple systems
  • Manual exports
  • Spreadsheet cleanup
  • Duplicate records
  • Inconsistent metrics
  • Hours reconciling reports
  • Every engagement starts from scratch
Every engagement from scratch
→
After
  • One normalized business dataset
  • Consistent reporting
  • Connected operational data
  • Reliable KPIs
  • Reusable data foundation
  • AI-ready information
  • More advisory, less manual labor
More advisory work

Deliver more strategic value

Boomerang prepares the data. You deliver the expertise. Instead of spending the first week cleaning spreadsheets, focus immediately on:

Cash flow optimization Profitability analysis Board reporting Forecasting Financial planning Operational KPIs Growth strategy Client recommendations

Your clients pay for advice — not spreadsheet cleanup.

Example workflow

From disconnected exports to trusted insight — in three steps

1 · Client uploads

QuickBooks, CRM export, inventory report, payroll data, bank transactions and Excel files.

2 · Boomerang

Detects schemas, standardizes formats, maps customers, removes duplicates, creates business metrics and connects operational systems.

3 · Fractional CFO

Build dashboards, forecast revenue, analyze profitability, identify opportunities and advise leadership.

Why Fractional CFOs choose Boomerang

Every engagement begins with understanding the business — and that requires trustworthy data. Boomerang transforms disconnected operational information into a clean, reusable foundation for financial analysis, dashboards and AI. Instead of spending valuable consulting hours preparing data, your team can spend them delivering strategic guidance.

Privacy by Design

Data privacy is foundational to how Boomerang is built.

Stop Cleaning Spreadsheets. Start Delivering Insights.

See how Boomerang helps finance and RevOps firms modernize client data before analysis begins.

Schedule a Demo See a Sample Client Dashboard