Solution Advisory

Navigating the world of FP&A tools can be overwhelming. Our Solution Advisory service helps finance teams make smarter, faster technology decisions—starting with your needs and ending with the perfect-fit platform.

Platform Selection, Simplified

We guide you through a strategic, structured selection process. From defining must-haves to validating vendors, we align your platform with your goals, team, and long-term vision.

Stop guessing. Start planning. We cut through the noise, providing tailored software and process recommendations that align with your needs and budget.

Our Advisory Framework

Discovery & Scoping

We’ll understand where you are today. We’ll talk operating models, workflows, core needs, and where you want your team to be in the future.

Solution Landscape Overview

There isn’t always a “one-size fits all” solution. We can help you understand what options are available, and how they’ll help.

Curated Recommendations

We’ll curate a shortlist of vendor or process options aligned to your size, goals, and industry.

Continued Success

Make the most out of your investment - we’ll provide best-practice guidelines on how to scale and grow your tech stack alongside your business.

Implementation Support

Once you’ve found your fit - we can ensure your implementation goes smoothly. Whether it’s with Deodata or one of our many partners, you’ll be up and running in no time.

Demo & Evaluation Support

We’ll work around your schedule to keep your evaluation process as efficient as possible. Skip redundant sales calls and get right into demos.

Setting You Up for Long-Term Success

Our goal isn’t just helping you choose a tool—it’s setting you up for success beyond go-live. With clear documentation and a defined path forward, your team will be ready to move from decision to deployment with confidence.

Benefits
You Can Count On

Strategic Lens

Every recommendation is mapped to your operational needs and financial goals—ensuring you don't just implement a tool, but transform your processes for long-term success.

Vendor-Neutral Guidance

We don’t pick favorites. We independently assess the market to find the platform that fits your workflows, data structure, and growth trajectory.

Implementation-Focused Expertise

Our strength isn’t just in finance — it's in selecting, configuring, and delivering solutions that integrate seamlessly into your team's day-to-day operations.

Proven Results. Real Impact.

We worked with Victor at Deodata to set up our financial forecasts in our FP&A tool, and the experience was excellent. Victor was highly knowledgeable, always available, and incredibly consistent in supporting us through the process. He not only helped us structure the models correctly but also ensured they were tailored to what we’d need for our upcoming capital raises. His expertise gave us clarity and confidence in our financial planning, and I’d highly recommend him to any team looking for reliable and insightful FP&A support.

Dontae Noel

SamKen Health

Deodata has been super helpful in setting up my company’s financial model. As the founder and CEO of a seed stage start-up I needed a flexible model that could be build from the ground up using my business assumptions. I chose causal.ai and while everything looked and sounded simple, I very quickly reached my model building limits. Enter Victor Baciu of Deodata. If you have ever watched over the shoulder of a financial wiz doing her/his thing, you know what it looks like working with Victor. The speed is mindbuggling, the quality exceptional and he thinks and anticipates like a CFO. Can highly recommend Victor and Deodata.

Alexander Petrov

Founder and CEO of a seed stage technology start-up

Throughout the project, Deodata demonstrated a remarkable willingness to partner with us and accommodate our evolving needs. We had several new requests and changes arise, and they consistently adapted the project scope with a positive attitude. This flexibility wasn’t just convenient; it gave us the confidence that the final product would truly align with our vision and deliver the results we were hoping for.

Zach Golman

QW Transport

Deodata was a great partner for our Vena implementation. Victor was extremely knowledgeable and responsive and got us up and running very quickly. When issues did arise, they were minor, and Victor was always available to troubleshoot and provided in depth details to enable us to address future issues on our own. I highly recommend Deodata for your Vena implementation.

Shelly Sennikoff

Project Hope Alliance

The custom reports written by the Deodata team were efficient and saved us time on the backend, providing the company with more insight into the operations and financial outcomes. The Deodata team was great to work with; we received timely responses and were shown how to tackle some of our legacy software shortcomings. Less time creating reports and more time for analyzing has transformed finance at the company.

Kelia Clements

Leinco

Frequently Asked Questions

What is Deodata and what do you do?

Deodata is a consulting firm specializing in helping finance and operations teams optimize their operations through the right FP&A tools. We partner with leading vendors to curate solutions that streamline budgeting, forecasting, reporting, data consolidation, and analysis. We work directly with finance teams to automate tedious tasks, improve visibility, and drive smarter financial decision-making.

What industries do you specialize in?

We work across a variety of industries, including Technology, Life Sciences, Biotechnology, Professional Services, Real Estate, Retail & E-Commerce, Manufacturing, Hospitality, News Media & Broadcast, and Not-for-Profit organizations. Our tailored approach ensures solutions that fit the unique needs of each sector.

Do you work with all FP&A software vendors?

Yes! We are vendor-agnostic. Our recommendations are based entirely on your needs and requirements, not on any affiliation with a specific platform. Our priority is finding the best-fit solution for your team.

What is the pricing of your solution advisory service?

Our solution advisory service—from initial discovery through to vendor selection—is completely free. We believe in building trust first, helping you find the right fit without any upfront cost.

How long does the selection process take?

The timeline varies depending on the complexity of your needs and the number of solutions considered. On average, the selection process—from first consultation to final recommendation—takes between 4 to 8 weeks.