Financial Intelligence

Your numbers
should work
for you.

Not against you.

Yehudna builds bespoke FP&A infrastructure for complex organizations — consolidated reporting, live dashboards, and AI-powered narratives that turn fragmented data into board-ready intelligence.

📊
Consolidated Reporting
All entities. One view. Real time.
🤖
AI Narrative Layer
Monthly commentary in EN + ES. Automated.
📱
Board-Ready Dashboards
Phone. Tablet. Boardroom. Anywhere.
Zero Manual Work
Monthly close by Day 3. Fully automated.
Financial ConsolidationPower BI DashboardsPython AutomationFP&A AdvisoryAI Narratives EN/ESSAP IntegrationBoard ReportingMulti-Currency MXN/USD/EURFamily Office ReportingReal Estate Intelligence Financial ConsolidationPower BI DashboardsPython AutomationFP&A AdvisoryAI Narratives EN/ESSAP IntegrationBoard ReportingMulti-Currency MXN/USD/EURFamily Office ReportingReal Estate Intelligence
What We Build

A permanent financial
intelligence infrastructure.

Not a consulting project. A system that runs itself — and makes you look like the most informed person in every room.

01
Financial Consolidation
Single P&L across all entities. Unified balance sheet. Intercompany eliminations. Multi-currency (MXN/USD/EUR/GBP). Legal entity drill-down.
02
FP&A & Forecasting
Rolling 12-month budget model. 13-week cash flow forecast. Scenario planning — base, bull, and stress. NOI and cap rate by asset. CapEx tracking vs. plan.
03
Live Dashboards
Power BI dashboards — interactive, board-ready, mobile-optimized. Drill down by entity, month, and KPI. No manual refresh. Ever.
04
AI Narrative Layer
Automated monthly commentary in English and Spanish. Board packs 80% drafted by AI. You review in 30 minutes.
05
Automated Pipelines
Python ETL pipelines ingest from any source — Excel, SAP, QuickBooks, Xero, CSV. Data normalized automatically. Zero manual exports.
06
Reporting Cadence
Daily cash alerts. Weekly flash reports. Monthly close by Day 3. Quarterly board decks. All bilingual. All automatic. All on time.
Who We Serve

Built for organizations that
have outgrown their reporting.

When the business is complex but the financial infrastructure hasn't kept up — that's exactly where Yehudna works.

🏢
Multi-Entity Holding Companies
Multiple subsidiaries with no consolidated view. Each entity reports separately. Ownership is always one step behind.
👨‍👩‍👧
Family Offices & Private Wealth
Sophisticated portfolios across real estate, private equity, and liquid assets — but no unified financial dashboard.
🏗️
Real Estate Portfolios
Multi-property, multi-tenant, multi-currency. NOI, occupancy, CapEx, rent roll — all in one view, live.
🌍
Cross-Border Operations
Entities across Mexico, the US, and Europe. Multi-currency consolidation with live FX rate management.
📋
Board-Governed Organizations
Boards that deserve professional-grade financial packs but receive informal summaries. Fiduciary standards require better.
🚀
Growth-Stage Companies
Scaling fast with investors who expect institutional-quality reporting. The internal team can't build this while running the business.
How It Works

Low risk.
High return.

Start with one entity. One deliverable. Prove the value — then build something lasting.

1
Weeks 1–3
Discovery Sprint
We map your entities, audit your current reporting, and design the consolidation architecture. You see exactly what we'll build before committing to anything.
No Cost
2
Weeks 4–8
Build the Foundation
Consolidated financial model. Automated data pipeline. First live dashboard. Reporting templates approved by ownership. The infrastructure is live.
3
Month 3+
Steady-State Operations
Monthly close by Day 3. Weekly flash reports. Quarterly board decks in 30 minutes. Ongoing FP&A advisory. The system runs itself.
Why Yehudna

We don't sell
frameworks.
We build infrastructure.

Operator Mindset, Not Consultant Posture
We think like CFOs and business owners. Every deliverable is built to be used daily — not presented once and forgotten.
Technology-First Execution
Vibe-coded pipelines, AI-assisted narratives, automated delivery. Your financial infrastructure runs itself.
Boutique Speed, Institutional Quality
No layers of junior analysts. Senior attention on every engagement. Board-quality output with the flexibility of a trusted independent advisor.
Bilingual by Default
Every report, narrative, and board pack in English and Spanish simultaneously. No extra step. No translator.

Most organizations don't have a reporting problem. They have a visibility problem. Yehudna fixes that — permanently, not project by project.

YEHUDNA LLC · KNOWLEDGE. GROWTH. SUCCESS.
🇲🇽 Mexico 🇺🇸 United States 🌎 LATAM 🇪🇺 Europe MXN / USD / EUR / GBP
One Clear Next Step

Let us show you what
your numbers could look like.

No pitch. No agenda. Tell us which entity or report frustrates you most — we'll show you exactly what we'd build for it. Live. In the meeting.