Manage business performance.
not your data.

Gain a reliable view of your financial performance, no matter how complex the data. Overlay standardizes the metrics that matter to your business.

How it works
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Pulse BI Tool for Finance
Tableau BI Tool
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NetSuite ERP
Microsoft Dynamics ERP
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Discover your ERP's missing layer

Overlay
Overlay: Keep Your Building Blocks Within Reach

Keep Your Building Blocks Within Reach.

Wherever data is collected, you need an accurate view of what’s going on in your business. Whether you’re a private equity sponsor with a buy-and-build strategy or a CFO leading a team, don’t let your success slow you down. Get to the root of your reporting needs.

how the platform works
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Overlay: Your ERP is a Broadsword, Not a Scalpel

Your ERP Is A Broadsword Not A Scalpel

Your ERP is a Broadsword. Not a Scalpel.

Fine-tuning your definitions to match the unique qualities of your customers and your business is important and difficult to do with your out-of-the-box ERP solution. Defining metrics unique to your business isn’t an insurmountable task.

define what matters with prism
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Overlay: Evolve Your Business Reporting

Evolve Your Business Reporting

Keep a Pulse on Your Business.

The challenges of today are different than the challenges of tomorrow. The metrics you use to evaluate performance need the flexibility to adapt to the times you’re in. Business has never moved faster than today and your reporting needs must keep up.

monitor what matters with pulse
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WHAT TO EXPECT WITH
ENHANCED FINANCIAL REPORTING

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Data Block

Consistent, Standardized Data Models

Differences in definitions, calculations, and end results get messy fast. Overlay keeps it clean by standardizing your metrics.

Data Block

Relevant and Verifiable Analysis

You depend on your data, and so does every team throughout your organization. Overlay ensures your analysis is verifiable, timely, and consistent.

Data Block

Up-to-Date Data—Always

You can’t run a business when your financial data isn’t current. Gain reliability and relevance in your forecasting.

Consistent, Standardized Data Models

Differences in definitions, calculations, and end results get messy fast. Overlay keeps it clean by standardizing all of your metrics within weeks.

Overlay

Relevant and Verifiable Analysis

Differences in definitions, calculations, and end results get messy fast. Overlay keeps it clean by standardizing all of your metrics within weeks.

Up-to-Date Data—Always

Differences in definitions, calculations, and end results get messy fast. Overlay keeps it clean by standardizing all of your metrics within weeks.

Overlay: Standardized Data for Your ERP

Our team standardizes your data, making it easily accessible. Keep a finger on the pulse of your business from anywhere, at any time.

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BETTER STRATEGIC DECISIONS

Our clients overlay data from their ERPs, payroll, CRM, and other sources to drive better business decisions. We help companies revolutionize their analysis and reporting processes, leading to faster decision-making, saving time, and increased capital.

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Consolidated Reporting
Enhanced business intelligence
Buy, Build, and Monitor

Consolidate in near real-time

You shouldn’t have to wait for accounting close processes to get insights into your recent performance just because of consolidations and eliminations.

See how one aerospace manufacturer cut the time it took to get financial reports to executives from three weeks to near real-time.

Read the Case Study

Enhanced business intelligence

Your business intelligence, whether it’s viewed through Tableau, PowerBI, Looker, or any other BI tool, is only as valuable as the data put into it.

Overlay enhances your business intelligence: ensuring accuracy, without time delays or manual processing.

Read the Case Study
Pulse Business Intelligence (BI) Tool

buy, Build, and Monitor

When you complete add-on acquisitions year after year, you start to see a trend.

Each new portfolio company comes with its own set of financial and reporting systems. And more often than not, it’s difficult to get the visibility required to drive value quickly.

Read the Case Study
Special Reporting for Finance

Let’s decrease the time to review your financials

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Metric Layer
Pulse
For Private Equity
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Buy, Build, and Monitor
Consolidated Reporting
ESG Impact Reporting
Common Goals and Definitions
Enhanced Business Intelligence
See Through the Noise
Special Reporting for Private Equity
Resources
Overlay vs. BI Tools
Modern Data Architecture
News & Blog Posts
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