Data-driven decisions · Responsible AI

Turn your numbers into decisions you can defend.

Dialytics is an accounting, finance, and data consultancy. We connect your data, automate the manual work, and build the reporting and models your leadership actually uses, with AI adopted carefully and transparently.

Book a consult See what we build

Accounting/ FP&A/ Data Engineering/ Responsible AI

Scattered data in. One trusted view out.

What we do

Three service lines on one responsible-AI foundation.

Each line is led by a partner who has done the work. Engagements are scoped to your stage, from a short assessment to a standing monthly partnership.

Finance Automation

Close, billing, and reconciliation work that runs on a process instead of one person's spreadsheet.

Month-end close checklists and automation
AR and AP workflows
Reconciliations and SOPs

Led by Parker Boone

Financial Modeling & Decision Support

Models that turn your history into a clear recommendation, so the next big decision has numbers behind it.

Budgets and forecasts
Cash-flow and scenario models
Board and lender packages

Led by Ricky Soto

Data Architecture & Reporting

Your systems connected into one trusted source, with dashboards that refresh themselves.

Azure and SQL data warehouses
Data pipelines and sourcing
Power BI dashboards

Led by Matt Yost

Responsible AI Adoption

Practical guardrails so your team can use AI with the transparency and controls your profession requires.

AI-use policy and approved tools
AI-assisted workflows with human review
Team training

All three partners

What we build

Concrete deliverables, not slide decks.

Every engagement leaves you with something you can open, use, and own. These are the packages we deliver most often.

Sample

Finance Data Assessment

A short diagnostic of how your numbers move today and where the biggest wins are.

Stakeholder interviews and a map of your systems
Maturity scorecard for close, reporting, and data
Prioritized roadmap with a fixed-fee quote

Timeline 1–2 weeksPricing Fixed fee

Sample

Finance Dashboard Starter Kit

Your accounting system connected to Power BI with the reports leadership asks for every month.

P&L, cash, and AR-aging reports
A tested data model and KPI definitions
Scheduled refresh, so nobody rebuilds it by hand

Timeline 4–8 weeksPricing Fixed fee + optional support

Sample

Month-End Close Accelerator

A repeatable close with clear owners, fewer manual steps, and reconciliations that tie out.

Close calendar and task checklist
Reconciliation templates
Automation for the most repetitive steps

Timeline 4–8 weeksPricing Fixed fee

Sample

13-Week Cash Flow & Forecast Model

A rolling view of cash that shows trouble weeks before it arrives, with scenarios you can toggle.

Driver-based model built from your history
Best, base, and downside scenarios
Monthly refresh and review available

Format Project + monthly retainer

Visuals are illustrative. Every deliverable is built on your data and reconciled to your source systems before you rely on it.

How an engagement works

Find the problem, solve it, prove it, repeat.

Every engagement follows the same six steps, with a partner signing off at each one.

Identify the problem

A free 30-minute conversation about where your numbers slow you down.

Diagnose

A Finance Data Assessment maps your systems and ranks the opportunities.

Propose the solution

A scoped, fixed-fee statement of work: what's included and what isn't.

Build and test

We build, then reconcile every figure to your source data.

Deliver and train

Documentation, a hands-on handoff, and partner sign-off.

Measure results

We check the outcome together: time saved, trusted numbers, better decisions.

Results from step 6 shape the next problem we solve together.

How we work

Clarity first. AI second. People always.

Technology should make judgment sharper, not replace it. Every engagement runs on three commitments.

Decisions, not dashboards

A chart is a means, not the goal. Every analysis we deliver ends in a clear recommendation and the reasoning behind it.

Human-in-the-loop AI

AI speeds up the work; your people stay accountable for the call. Oversight is built into the workflow, not bolted on.

Transparent & reconciled

Explainable methods, documented assumptions, and figures tied back to source, so results hold up with auditors and boards.

How we use AI

We use AI to move faster on the tedious parts of finance work, never to replace judgment. Every deliverable is reviewed and signed off by a Dialytics partner, your data is never used to train AI models, and we tell you exactly where AI was involved.

Client stories

Our first client stories are being written now.

Dialytics launched in 2026. We're partnering with a small group of founding clients who work directly with all three partners. In return, we ask for candid feedback and, if we've earned it, a testimonial.

Ask about founding client spots

Direct access to all three partners on every engagement
A say in how our packaged offers take shape
Fixed-fee scopes, so there are no surprise invoices

Who we are

Three colleagues who fixed it from the inside.

We met working together at the same company, where we saw the problems first-hand: manual processes, data scattered across systems, and reports that took too long to trust.

So we rebuilt it. Between accounting, financial modeling, and data engineering, we automated the manual work, connected the data into one trusted source, and transformed how the finance processes ran. Along the way we realized how many other finance teams are stuck in the same place, and that we could help them too. That's why we started Dialytics.

Based in Minneapolis, Minnesota, working with clients anywhere.

Ricky Soto

Co-founder · Financial Modeling & Analytics

Matt Yost

Co-founder · Data Architecture & Engineering

Parker Boone

Co-founder · Accounting & Automation

Get in touch

Let's find your first win with data.

Tell us where you're stuck: a reporting bottleneck, a close that takes too long, or an AI tool you're not sure you can trust. We'll start with a free 30-minute conversation.

Email us to book

Emailintake@dialyticsllc.com

Webdialyticsllc.com

Based inMinneapolis, Minnesota

ServingClients nationwide, remote-first