After 7 years building data platforms for financial institutions and manufacturers, we saw the same pattern everywhere: finance leaders spending 60-80% of their time wrestling data instead of driving strategy and growth.
The Situation:
Purchasing and most inventory data in Google Sheets, production in a different sheet, sales in Shopify, actual cash tracked in Quickbooks. Nothing connected. Margins were thin but nobody could see why.
What We Found:
Nearly 20% of purchasing happened wholesale (20-30% markup) instead of direct from manufacturers—because no one could see real-time inventory versus fulfillment needs.
The Impact:
Approximately $250K-$300K bleeding annually to unnecessary wholesale markups. About 90 days of profit, invisible until we connected their systems.
This wasn't an exception. It was the pattern.
A profit clarity platform that connects your operational and financial data—and delivers answers in minutes, not days of Excel wrestling.
The platform handles messy, disconnected systems behind the scenes. You get fast, auditable answers. No six-figure implementation. No massive IT team.
One of our founders spent 10 years reconciling data across 14 government ministries to help produce a country's national budget. She knows what it's like when systems don't talk and manual reconciliation is the only option.
Our advisors bring decades at CitiBank and other multi-nationals—people who've lived profitability challenges at scale and understand what finance leaders actually need.
We're not just technologists. We're the extended family of finance people who got tired of expensive "solutions" that created more problems than they solved.
Fractional CFOs, controllers, and finance leaders serving mid-market businesses ($5M-$100M).
If you're billing $250/hour to do $30/hour data work—if you know you're strategic but your tools keep you tactical—we built this for you.
We guarantee finding at least $50K in profit opportunities in your first client engagement—or 100% money back.
We've seen this pattern 70+ times in conversations with fractional CFOs. The profit is there. It's just invisible in disconnected data.
From leaders wondering how to clean data for better analysis, how to use data privately with AI, and how to get real-time dashboards:
We are different from the major AI players in a few key ways. First off, we keep your data private. Second, we focus on transparency and audit-ability in all that we do. Finally, we focus on accuracy over speed, so you can trust and use the results you receive.
The major AI providers who put LLMs to answer questions about your spreadsheet are focused on applying traditional excel analysis at the expense of them reading all of the data in your sheets. Lynk Me provides comprehensive analysis more in line with what a data scientist could do for you, without sharing your private data with AI.
None! Our goal is to empower people to use your curiosity and intrinsic knowledge of your company and industry, with a full view of your data so that you can find and validate your path to growth. We reduce the time needed for data cleaning and analysis by 90%, so you can do more in less time, iterate faster, and find your ideal customers to scale.
We help people, first and foremost. Finance leaders, analysts, operations, sales, and strategy people all find ways to save hours of tedious data work every week by cleaning their data with us, asking questions, building reports and dashboards to answer anything they need to make good choices or write reports.
We can take data from almost any file - PDFs, scanned Images, excel files, word docs, and more - and turn it into something usable. We standardize dates, currencies, names, and other data points so that we can merge your data into a single view. We can also fix corrupt or swapped columns and more.
We give you a comprehensive suite of tools to extract data from any source, then clean it for consistency. From 100 rows to 10 million, we can handle any size data set and apply dozens of different cleaning tools to make sure when it comes out the end, it's ready for you to use.
After using Lynk Me's data cleaning tools to get everything consistent, we use AI and your best judgement to identify what your data is actually about, what is common, and what data points belong together. We then build a complete knowledge graph of all the data in your business, so you can see everything in one place.
We cannot find data which you have deleted or is otherwise corrupt, but we can fill in default values based on a range of choices from means to standard values. We cannot figure out who made it messy, but we can help you make it clean.
Perplexity uses LLMs and AI agents to scour the internet for answers to your questions, refines that into what is probably a good answer, and drafts a report for you. Lynk Me uses non-public AI agents and cutting edge tools to understand your data and analyze it with an audit trail and no risk of AI hallucinations, so we can answer your questions with correct math and write reports without sharing your data with the world.
Our vision at Lynk Me is to create comprehensive reports ranging from simple sales reports to complete, future looking analysis - all just from asking a few questions. Get answers with bar charts, pie charts, and other visualizations for complete reporting based on your choice of questions! From stock level reports to inventory analysis, lead times, and ROI.
With Lynk Me AI, you can ask a few questions from your data, then use the answers to set up a dashboard that you can come back to for a single view of what's going on. You can choose to update your dashboards weekly or more frequently, for fresh insights based on your updated data. From there, you can always revisit the questions, do deeper analysis, and draft your monthly report in under 5 minutes.
Often times messy data, incomplete data and complex spreadsheets can cause us to overlook or miss many new opportunities, and the fear of spreadsheets keeps too many smart people from having their true impact. With Lynk Me "What if's" can lead to "Wow I was unaware" moments, creating new ways for you to utilize the data you already had and finding answers to questions you didn't know you had.
