← Common Problems
The Problem

“Our reports don't reconcile across the firm”

Two reports claim a different revenue number for the same month. Neither is exactly wrong — they're computed from different sources, with different definitions, at different times. Here's why that happens and what actually resolves it.

The report is a symptom; the data layer is the cause

When numbers don't tie out, the instinct is to audit the report. But reconciliation failures almost never originate in the report — they originate underneath it, in the fact that each team is pulling from a different source of truth. Finance pulls from the accounting system, operations from a spreadsheet, the LP deck from a third export, and each defines "revenue" or "customer" or "margin" slightly differently. Every report is internally consistent and collectively contradictory.

Patching it at the report layer — reconciling by hand, adding footnotes, maintaining a master spreadsheet — treats the symptom and guarantees the problem returns next period. The error compounds silently, and the first time a board report turns out to be wrong, the team loses trust in the data entirely and retreats to manual spreadsheets, which is a step backward that's hard to reverse.

One reconciled source of truth, built once

The durable fix is a single, reconciled data layer that every downstream report reads from: a warehouse that ingests each source system, maps conflicting definitions to one shared schema, and validates that the numbers tie back to source. Once the data underneath agrees, the reports agree automatically — and you can prove where every number came from.

What good looks like

Every dashboard and report reads from one reconciled source of truth
Conflicting definitions of the same metric resolved to a shared schema
Numbers that tie back to source, with lineage you can show an LP or IC
Reconciliation that holds every period instead of being redone by hand
The service that resolves this

Data Warehouse Design & Implementation

Often paired with Business Intelligence & Reporting.

Questions

Common questions

Why don't our numbers match between systems?

Because each system was built to answer its own question and defines shared concepts — revenue, customer, margin — differently, then exports at different times. Without a common layer that maps those definitions together, every system is internally consistent but collectively contradictory. The fix is a reconciled data layer all reports read from, not a better spreadsheet.

Can't we just fix this in the BI tool?

A BI tool can only be as trustworthy as the data feeding it. Fixing reconciliation inside the dashboard layer means re-deriving the logic in every report and re-doing it whenever a source changes. The reliable fix lives one layer down — a reconciled warehouse the dashboards sit on top of.

Sound familiar?

Tell us what you're seeing and we'll tell you straight whether — and how — we'd fix it.

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