• Model | Automate | Visualize

Smarter models.
Automated workflows.
Total visibility.

Purpose-built bespoke solutions.
Designed by a CPA, for CPAs.

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INTEGRATIONS
YARDI
SAP
MRI
QuickBooks
PowerBI
Power Automate
Microsoft Co-Pilot

SOLUTIONS

What we deliver

Targeted tools for the highest-friction workflows in finance.

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Purpose Built Models

Plan with Confidence

We build structured Excel models that turn your assumptions into actionable plans and enable real-time scenario planning.

See the flow →
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Process Automation

Automate the Grind

 We build process automations that handle the routine so your people can focus on the work that actually moves the needle.

See the flow →
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Dashboarding

Your Business at a Glance

We build dashboards that give you a live view of the numbers that matter most — so the answers are always there when you need them.

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DEMO

See it in action

Click between demos to explore example work flows and dashboards.

Purpose Built Models Pipeline

Excel-native
Input

Scoping

Define drivers, goals & constraints

Action

Design model

Structured, traceable, auditable

Action

Validate & audit

Testing, tie-outs & feedback

Action

Scenario analysis

Base / upside / downside

Output

Client handoff

Decision-ready, updateable

What we build

Revenue forecast

Project revenue across product lines, channels, and pricing scenarios.

Monthly P&LScenario analysis

Headcount plan

Model hiring plans, salaries, and capacity against budget.

Dept. rollupCost by role

3-statement model

Fully integrated P&L, balance sheet, and cash flow driven from assumptions.

P&LBalance sheetCash flow

Stress test

Run base, upside, and downside cases to quantify risk and support decisions.

SensitivityWaterfalls

3 scenarios

Base, upside & downside

0

Hardcoded figures

100%

Formula audit trail

Custom-built pipelines and ready-to-deploy products. We build end-to-end automation solutions tailored to your exact workflow — or we can deploy a pre-built product and have you live in days, not weeks.

Featured product
CirraFlow ACCOUNTS PAYABLE, AUTOMATED Ready to deploy

An AI-powered accounts payable agent. CirraFlow reads any PDF invoice, codes it against your chart of accounts, routes it for approval, and hands back a QuickBooks-ready CSV — in under 60 seconds per bill.

Capture PDF
AI extracts
Suggest GL
Human approves
QB export
Custom solutions

Trial balance consolidation

Auto-ingest trial balances from multiple GL systems on a month-end schedule. Normalize the chart of accounts, apply inter-entity eliminations, and produce a consolidated financial report — no manual copy-paste.

Integrates with Yardi MRI SAP Your ERP

Journal entry pipeline

AI-powered

Download bank statements, AI-classify routine month-end entries — service charges, wire fees, interest income — and generate an ERP-ready import template with GL codes and cost-centre allocations.

Integrates with Bank portal QuickBooks

ABOUT

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Jake Boyack
CPA · CBV

Founder, SightLine Financial Consulting

Python
AI Automation

Jake is a finance transformation leader with over a decade of experience spanning Big Four audit, public companies, and private asset managers in both FP&A and reporting roles. He has built his career at the intersection of finance and technology, developing the models, processes, and systems that enable organizations to make better decisions, operate more efficiently, and scale with confidence.

Jake started Sightline Financial Consulting to bring that same rigour to businesses that need it most: organizations that are growing, evolving, or simply ready to work smarter. If your financial processes feel like a black box, or your models aren't giving you the confidence to make decisions — that's exactly the problem Sightline is here to solve.

BOOK A DEMO

See what we can deliver.

Book a free 30-minute walkthrough.
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