Finance expertise. Connected reporting. Better planning.

Your data. Connected.
Your finance team.
Ready to fly.

We build unified reporting models and automate accounting and financial planning across ERP systems—bringing your numbers, reports, and decisions together.

From manual spreadsheets to a connected reporting ecosystem, Kootio helps you take the next practical step. Deep GovCon expertise. A finance-led approach for businesses across industries.

Find your next stage ↓Discuss your reporting needs ↗

Excel & Power BI · Accounting & FP&A · Specialist Costpoint & Unanet expertise

Finance first. Technology with a purpose.Your Excel formats. A stronger foundation.Practical delivery. From design to handover.
The reporting progression

Crawl. Walk. Run.
Fly. Soar.

Where is your finance team today—and where could it go next? Explore the stages below. We build the data foundation, reports, and planning workflows that move your business forward, using the ERP systems you already have.

You don’t need to start over. We assess what works, connect the gaps, and scope the next useful improvement.

Discuss your next stage ↗
Our GovCon focus

Your ERP. Our finance expertise.

Specialist reporting and financial planning for government contractors using Deltek Costpoint and Unanet.

Independent consulting. Product names and logos identify client systems and belong to their respective owners.

Government contracting expertise

Finance expertise for
the way GovCon works.

Costpoint and Unanet data only become useful when the reporting reflects your contracts, project structures, and financial rules. We bring accounting knowledge to the technical work.

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Manage your projects based on what is happening—not just what already happened.

Bring current project costs, revenue, budgets, and updated forecasts together to see emerging margin pressures and changing cost drivers. Give project managers the visibility to act as conditions change.

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Indirect costs & rate visibility

Bring pools, bases, and allocations into a consistent reporting structure with reconciliation to underlying financial data.

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Forward-rate & forecast modeling

Calculate and allocate indirect costs from your GL forecasts using the same cost pools, allocation bases, and allocation methods as your actuals. Develop realistic forward rates grounded in your forecast cost structure, and see how changes affect pricing, margins, and planning.

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Pool structure & wrap-rate scenarios

Evaluate alternative structures in a separate modeling environment before considering changes to the production ERP.

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ICE schedule support

Prepare reconciled reporting inputs and supporting schedules for your incurred-cost reporting process.

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Close reporting & FP&A

Build repeatable financial statements, supporting reconciliations, actual-versus-budget reports, rolling forecasts, and executive packs. Reduce the rework when source figures change.

The recurring work adds up

Your team knows the business.
Give them time to work on it.

A late journal entry should not send your team back through exports, lookups, and manual updates. We help establish a reporting process that carries your work forward as the numbers change.

01 / PREPARATION

Still exporting and rebuilding?

Move recurring data assembly into a controlled, reusable process. Connect and reconcile financial and operational sources before they reach your reports.

02 / CONSISTENCY

Too many versions of the answer?

Agree account mappings, financial definitions, and calculations. Validate the model against source totals before relying on the output.

03 / VISIBILITY

Reporting the past. Missing the future?

Bring actuals, budgets, and forecast assumptions together to understand performance and evaluate what comes next.

Accounting & financial planning automation

Your ERP. Your industry.
One connected finance approach.

Our finance-led approach works across industries. We connect your ERP, accounting systems, and supporting spreadsheets into a unified reporting model, then automate the accounting reports and financial planning workflows your business relies on.

ACCOUNTING & CLOSE

Put recurring reporting on auto-pilot.

Financial statements, management packs, supporting reconciliations, and departmental reporting. Reduce repeated exports and manual preparation while keeping the Excel formats your stakeholders need.

BUDGETING & FORECASTING

Bring plans and actuals together.

Connect actual results with agreed budget and forecast sources. Automate variance reporting, maintain rolling forecasts, and evaluate scenarios using consistent financial definitions.

DATA & DELIVERY

Build a foundation your team can use.

Integrate agreed sources, validate the financial model, and deliver connected Excel reports and Power BI analytics. Train your team or choose ongoing managed reporting.

Start with the systems you use

Other ERP and accounting systems we can connect to.

ERP and accounting platforms

Sage X3ERP data source
Sage 100ERP data source
Sage 300ERP data source
Sage IntacctERP data source
SYSPROERP data source
Dynamics 365 Business CentralERP data source
Dynamics 365 Finance & SCMAlso known as F&O
Dynamics AXERP data source
Dynamics NAVERP data source
SAP Business OneERP data source
WiiseERP data source
XeroAccounting data source
Sage 500Accounting data source
MYOB AccountRightAccounting data source
QuickBooks OnlineAccounting data source
Reckon OneAccounting data source

We confirm connector availability, edition, version, module coverage, source access, platform fit, and licensing for your environment during assessment.

Discuss your accounting & planning needs ↗Explore the five-report engagement ↓

Already have a working reporting model? We can assess and extend it. Need a foundation? We can build one.

A better financial close

Four connected activities.
A clearer path to improvement.

The close brings together transaction capture, data assembly, reporting, and analysis. Looking at each activity separately helps identify where work repeats, controls weaken, and the right tools can make a difference.

01 / DATA GATHERING

Record the activity.

Capture financial transactions and supporting information in your ERP and operational systems. Assess source quality and controls before building downstream reports.

02 / DATA ASSEMBLY

Prepare it once. Reuse it.

Bring agreed sources together in a persistent reporting model. Standardize mappings, calculations, and reconciliation instead of repeatedly stitching exports together.

03 / REPORTING

Keep the work you put in.

Connect recurring statements, reconciliations, and management schedules to prepared data. Refresh and validate affected reports when approved source figures change.

04 / ANALYSIS

Explain what matters.

Investigate variances, understand margins, and evaluate forecasts. Give finance more room to explain performance and inform the next decision.

Improve the reporting layer before assuming you need a new ERP.

If transaction processing works but reporting is difficult, assess the data assembly and reporting workflow first. A stronger reporting foundation may address the problem while preserving your existing system.

One foundation. Useful answers.

Connect the data.
Keep finance in control.

We select the data integration and modeling platform that fits your environment, reporting needs, and budget. The result is a practical reporting solution built around your business.

01 / YOUR SYSTEMS

Start where you are.

ERP, accounting, project, payroll, and agreed spreadsheet sources. We assess the connection approach for your specific systems.

02 / THE DATA FOUNDATION

Make the numbers agree.

A unified reporting model with shared definitions, account and dimension mappings, validated measures, access controls, and configured refresh.

03 / THE FINANCE EXPERIENCE

Use the reports you need.

Connected Excel reports and Power BI analytics. Financial statements, management packs, project reporting, and forecasts in formats people can use.

Architecture, source access, connector coverage, security, and software licensing are agreed during assessment.

Ongoing managed reporting

Your team can run it.
Or we can take it from here.

Choose a handover, retained support, or a monthly managed reporting engagement. Keep the level of help aligned with your team’s capacity.

Discuss monthly support ↗
Recurring report preparation & delivery ↗
Refresh reviews & issue investigation ↗
Model mappings & report maintenance ↗
Ad hoc reporting & analysis requests ↗

Monthly scope defines included reports, request capacity, turnaround targets, responsibilities, and change handling.

For accountants, by accountants
“The value of a finance team is in understanding the business. Its reporting should make room for that.”

Our guiding principle

Nasir Rizvi, CPA

Finance transformation & reporting architecture

All projects are led by Nasir Rizvi, CPA, who connects accounting requirements with data architecture and practical implementation. Nasir’s experience spans finance leadership, consulting, reporting automation, and complex transformation programs.

From requirements and financial logic through reconciliation, testing, and team adoption, the focus stays on a solution that works for the people responsible for the numbers.

Professional experience includes UnitedHealthcare, Cisco Systems, Fannie Mae, and PNC Bank. Organization names describe experience, not endorsements.
Before we begin

A few practical answers.

Do we need to replace our ERP or stop using Excel?

No. We assess your existing systems and reporting formats first. The engagement can improve the data foundation and reporting workflow while retaining the Excel outputs your team relies on.

We have Power BI. Why is month-end reporting still manual?

A dashboard may address analysis while the supporting close schedules still depend on separate exports and spreadsheet preparation. We assess the complete workflow—from source data and assembly through report preparation and analysis—and connect the parts that still require recurring manual work.

Does connecting reports solve workbook version control?

Connected reports can reduce repeated data copying, but workbook ownership, review, access, distribution, and version control still need defined processes. We agree those responsibilities as part of the solution.

What if we already have a reporting model?

We assess whether the existing model supports your requirements. Where practical, we improve or extend it and focus the engagement on the reporting gaps.

Which data platform do you use?

We choose a data integration and modeling platform based on your systems, infrastructure, security requirements, reporting needs, and budget. The architecture and licensing are agreed before implementation.

Are the reports dependent on the new Power Report?

No. Consulting engagements use tools appropriate to the client’s environment and do not depend on the upcoming Power Report release. Product capabilities and availability are discussed separately when relevant.

What is included in the five-report engagement?

Assessment, agreed data-model work, five scoped reports, testing, documentation, and training. We define report complexity, sources, integrations, subscriptions, fees, and delivery milestones in the proposal.

Can you support organizations outside government contracting?

Yes. GovCon is a core focus, and the same finance-led approach can support organizations with complex accounting, fragmented data, and recurring reporting needs. We confirm system coverage and fit during assessment.

Book a conversation · 30 minutes

Let’s discuss your finance
and reporting needs.

Choose a time in the scheduler below. If it doesn’t load, open Calendly directly or copy the address into your browser.

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Let’s make reporting work better

Let’s connect your reporting
and financial planning.

Tell us about your ERP, your reporting bottlenecks, and the accounting or planning questions you need answered. We’ll discuss a practical next step.

Book a 30-minute discussion ↗

Prefer email? nasir.rizvi@kootio.com

USA office

3656 Centerview Dr
Chantilly, VA 20151
United States

Dubai office

Unit DLGV2C/6/602
DAMAC Lagoons – Lagoon Views 2
Dubailand, Dubai
United Arab Emirates