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- - - Latest Blog
      Accounting Automation: Leveraging Alteryx and Power BI for Efficient Reconciliation
      Accurate and timely reconciliation is a critical component of accounting. Whether it’s aligning journal entries with invoices or reconciling financial reports from different platforms, this …Read More »
    - Latest Webinar
      From Manual to Automated: How Blue Sky Bank’s Controller Leveraged Alteryx and BlackLine to Drive Efficiency and Compliance
      See above for an insightful webinar featuring Zach Allen, SVP & Corporate Controller at Blue Sky Bank, along with Capitalize’s Brian Zahn, Managing Partner, …Read More »
  - - Testimonials
      CEO – Software Company
      “Capitalize is our preferred partner for delivering data analytics and business intelligence solutions to our clients. Their team has deep expertise and a focus on partnership and customer service which makes them ideal to work with. The value they add to their customers goes far beyond their technical skills, as their consultative approach helps clients realize the true potential of their data.”
      CEO - Software Company
      Shana Finnegan, Chief Operating Officer, TIES
      “Capitalize Analytics was instrumental in the successful implementation of the TIES core HR, Payroll, and Financial systems. TIES, a collaborative of over 20 Minnesota Districts, had unique requirements in meeting the needs of their districts. Capitalize Analytic’s guidance enabled us to meet those unique requirements.”
      Shana Finnegan, Chief Operating Officer, TIES
      Senior Manager – Business Analytics
      The Capitalize team did a fantastic job for us over the past several months. Our Retail Gas Forecast project would not have been a success without their assistance and hard work.
      Senior Manager – Business Analytics
      Joseph Deady, Supervisor of Accounting, Unionville-Chadds Ford School District
      “Four key staff members of our finance/human resources/payroll team recently took the Report Studios Fundamentals for eFinancePLUS class with Capitalize Analytics, and we couldn’t be happier with the outcome. The training took our basic knowledge of Cognos and grew it into what will ultimately be a big benefit to our school district. The reports that we will be able to put together with the information from the training will be a huge time saver, especially during my two busiest times of the year (budget and audit). The only complaint that we had is that we didn’t sign up for the training sooner.”
      Joseph Deady, Supervisor of Accounting, Unionville-Chadds Ford School District
      Telecommunication Fleet Management Leader
      I’m extremely thankful for the professionalism and work done by Capitalize! The consultants were able to simplify and streamline a lot of fleet data into an easy-to-read dashboard so we could use it right away for analyzing purposes. The dashboard will save a lot of time creating our replacement lists and will allow us to analyze the fleet quickly and effortlessly.
      Without their knowledge and guidance, we couldn’t be able to use the fleet data for it’s intended purpose, now we can.  Great work!
      Telecommunication Fleet Management Leader
      Plant Accounting Supervisor
      We have worked with Capitalize for multiple years now. Whether we have gas plant accounting questions or need a variety of reports developed, they are always quick to respond and provide timely and accurate solutions. They are second to none.
      Plant Accounting Supervisor
      Director, Data and Analytics
      We are starting to see the power of the Alteryx tool and the value of Capitalize consulting. Shout out to [the consultants] for [their] knowledge of the Alteryx tool, willingness to learn our complex workflows and help us through knowledge transfer due to employee turnover. Could not have done it without you.
      Director, Data and Analytics
      Director of Business Intelligence and Reporting, Mid-Atlantic Academic Medical and Health System
      “My group was charged to enable self-service reporting to the medical center’s business user community. Capitalize worked with us to develop reports using Alteryx workflows and publishing them to the Alteryx Gallery, Alteryx’s cloud based application, for access by the business user; to meet her/his specific data analysis requirement based on a specific data set.”
      Director of Business Intelligence and Reporting, Mid-Atlantic Academic Medical and Health System
      Jamie Zeigler, Treasurer, TCCSA
      “Cognos provides the outcomes that make eFinancePLUS attractive to Ohio school treasurers. The features of this program will make our everyday tasks much more simplified and readable to a non-financial user. The training provided by this company make Cognos a necessity for the business functions of education.”
      Jamie Zeigler, Treasurer, TCCSA
      Dava Clark, Programmer/Analyst, Cy-Fair ISD
      “The Report Studio Advanced course provides so much information! Each chapter had something new for me and I can’t wait to go back and enhance my previously written reports! I really enjoyed myself in the class and thought the pace was perfect.”
      Dava Clark, Programmer/Analyst, Cy-Fair ISD
      Revenue Accountant
      “Our team had some very complex statements and government reports that had to look a very specific way. Capitalize helped us build the reports so that we have a hard time telling if they are the original form or the new Cognos-based form! We were very happy with their ability to communicate with our team and ensure we met all of our requirements.”
      Revenue Accountant
      Regulatory Accountant
      Capitalize is great!! I found the consultants to be very knowledgeable. They were able to assist me in solving the problems I was having with creating my reports in W.
      Regulatory Accountant
      Midstream Controller
      “We worked with Capitalize Analytics on a dashboard based on our SCADA system. Our system can be difficult to work with but their team brought a few out-of-the-box ideas that made getting our dashboard online and to our iPads a reality. We’ve never had this type of insight at our fingertips.”
      Midstream Controller
      Thomas Janousek, VP Quality & Compliance, Burrell Behavioral Health
      “Capitalize did an excellent job assisting us with our data implementation needs. Their educational and hands-on approach made content extremely clear and relatable.”
      Thomas Janousek, VP Quality & Compliance, Burrell Behavioral Health
      Assistant Controller
      “In our experience Capitalize is the group to call if you have an emergency. They seem to work miracles and go way above and beyond to ensure we get what we need. There are times that we know what we are asking is pretty aggressive and Capitalize has stepped up to the plate to ensure our success every time. Best service we’ve ever experienced.”
      Assistant Controller
      Chief Financial Officer, Midwest Vision and Eye Care Specialist Firm
      “We wanted to build a waterfall analysis using a large amount of data to calculate collections percentages for our providers; then using this data, look at key trends; all of which proved to be completely unmanageable in excel. Capitalize came in to understand what we wanted to automate, then worked with us to build workflows in Alteryx. What took weeks to calculate in excel, now takes seconds.”
      
      Chief Financial Officer, Midwest Vision and Eye Care Specialist Firm
      April A. Long, Senior Manager Plant Accounting, ARM Energy
      “I have worked with Capitalize for several years, at multiple companies in the Midstream sector. They have assisted me on both Quorum products and Waterfield products. They are quick to respond, and they quickly assess problems and provide solutions. I’ve seen them come up with creative and innovative solutions to issues I thought were completely hopeless. When I’m up against a deadline, and I know it’s going to be difficult, I want Capitalize on call.”
      April A. Long, Senior Manager Plant Accounting, ARM Energy
      Senior Commercial Rep
      “Our nominations come in at all hours of the day and night and we need to be alerted when that happens. We also need to be alerted if a nomination hasn’t been confirmed. Capitalize Analytics helped us use event-driven reports to monitor the database for new nominations (or unconfirmed ones) and let us know they were out there. We no longer have to remember to check all of the time. Very helpful.”
      Senior Commercial Rep
      Energy Plant Accounting Manager
      Capitalize was instrumental in the success of Colt’s transition to a new cloud-based plant accounting software. The consultants demonstrated extensive knowledge of the legacy and new cloud-based system. In addition, they built an effective interface to our ERP system, which streamlines our monthly close process. Capitalize followed a detailed project plan and met all deadlines. This made the implementation a success. Furthermore, Capitalize continues to provide ad-hoc support on an ongoing basis, which is extremely helpful.
      Energy Plant Accounting Manager
      Energy Plant Accounting Manager
      [The] Capitalize support [team] has provided much-needed support through company transitions, system upgrades, report configurations, and user testing/training. I highly recommend the team for any implementation or maintenance that a company might be in search of.
      Energy Plant Accounting Manager
      Contract Administrator
      Capitalize has been a key to the success of our transition to our new plant accounting software. The assistance provided by the team members at Capitalize have been extremely valuable, from implementation to our current ad-hoc support. We have enjoyed and truly appreciate all the friendly, helpful, and knowledgeable support provided by Capitalize.
      Contract Administrator
      Midstream Account Manager
      “Capitalize is able to help us with all our reporting changes and updates promptly and on time every time. They are a great resource for our team and are willing to always go the extra mile and train us on the changes they are making for us.”
      
      Midstream Account Manager
      Paula Peters, Technology Department, Humble ISD, TX
      “The Consulting/Report Studio Training for eSchool classes and take-home manuals were excellent! The manuals describing how to add custom features to Cognos reports were so helpful with step-by-step instructions for success! When Hurricane Harvey flooded our Humble Independent School District office building I really missed having the materials. Capitalize Analytics provided me with new copies…they are awesome! I definitely recommend these courses to other schools using Cognos and eSchoolPLUS!”
      Paula Peters, Technology Department, Humble ISD, TX
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Testimonials

Regulatory Accountant

Capitalize is great!! I found the consultants to be very knowledgeable. They were able to assist me in solving the problems I was having with creating my reports in W.

Regulatory Accountant

Plant Accounting Supervisor

We have worked with Capitalize for multiple years now. Whether we have gas plant accounting questions or need a variety of reports developed, they are always quick to respond and provide timely and accurate solutions. They are second to none.

Plant Accounting Supervisor

Chief Financial Officer, Midwest Vision and Eye Care Specialist Firm

“We wanted to build a waterfall analysis using a large amount of data to calculate collections percentages for our providers; then using this data, look at key trends; all of which proved to be completely unmanageable in excel. Capitalize came in to understand what we wanted to automate, then worked with us to build workflows in Alteryx. What took weeks to calculate in excel, now takes seconds.”

Chief Financial Officer, Midwest Vision and Eye Care Specialist Firm

Director of Business Intelligence and Reporting, Mid-Atlantic Academic Medical and Health System

“My group was charged to enable self-service reporting to the medical center’s business user community. Capitalize worked with us to develop reports using Alteryx workflows and publishing them to the Alteryx Gallery, Alteryx’s cloud based application, for access by the business user; to meet her/his specific data analysis requirement based on a specific data set.”

Director of Business Intelligence and Reporting, Mid-Atlantic Academic Medical and Health System

Energy Plant Accounting Manager

[The] Capitalize support [team] has provided much-needed support through company transitions, system upgrades, report configurations, and user testing/training. I highly recommend the team for any implementation or maintenance that a company might be in search of.

Energy Plant Accounting Manager

CEO – Software Company

“Capitalize is our preferred partner for delivering data analytics and business intelligence solutions to our clients. Their team has deep expertise and a focus on partnership and customer service which makes them ideal to work with. The value they add to their customers goes far beyond their technical skills, as their consultative approach helps clients realize the true potential of their data.”

CEO - Software Company

Midstream Controller

“We worked with Capitalize Analytics on a dashboard based on our SCADA system. Our system can be difficult to work with but their team brought a few out-of-the-box ideas that made getting our dashboard online and to our iPads a reality. We’ve never had this type of insight at our fingertips.”

Midstream Controller

Senior Manager – Business Analytics

The Capitalize team did a fantastic job for us over the past several months. Our Retail Gas Forecast project would not have been a success without their assistance and hard work.

Senior Manager – Business Analytics

Energy Plant Accounting Manager

Capitalize was instrumental in the success of Colt’s transition to a new cloud-based plant accounting software. The consultants demonstrated extensive knowledge of the legacy and new cloud-based system. In addition, they built an effective interface to our ERP system, which streamlines our monthly close process. Capitalize followed a detailed project plan and met all deadlines. This made the implementation a success. Furthermore, Capitalize continues to provide ad-hoc support on an ongoing basis, which is extremely helpful.

Energy Plant Accounting Manager

April A. Long, Senior Manager Plant Accounting, ARM Energy

“I have worked with Capitalize for several years, at multiple companies in the Midstream sector. They have assisted me on both Quorum products and Waterfield products. They are quick to respond, and they quickly assess problems and provide solutions. I’ve seen them come up with creative and innovative solutions to issues I thought were completely hopeless. When I’m up against a deadline, and I know it’s going to be difficult, I want Capitalize on call.”

April A. Long, Senior Manager Plant Accounting, ARM Energy

Paula Peters, Technology Department, Humble ISD, TX

“The Consulting/Report Studio Training for eSchool classes and take-home manuals were excellent! The manuals describing how to add custom features to Cognos reports were so helpful with step-by-step instructions for success! When Hurricane Harvey flooded our Humble Independent School District office building I really missed having the materials. Capitalize Analytics provided me with new copies…they are awesome! I definitely recommend these courses to other schools using Cognos and eSchoolPLUS!”

Paula Peters, Technology Department, Humble ISD, TX

Jamie Zeigler, Treasurer, TCCSA

“Cognos provides the outcomes that make eFinancePLUS attractive to Ohio school treasurers. The features of this program will make our everyday tasks much more simplified and readable to a non-financial user. The training provided by this company make Cognos a necessity for the business functions of education.”

Jamie Zeigler, Treasurer, TCCSA

Senior Commercial Rep

“Our nominations come in at all hours of the day and night and we need to be alerted when that happens. We also need to be alerted if a nomination hasn’t been confirmed. Capitalize Analytics helped us use event-driven reports to monitor the database for new nominations (or unconfirmed ones) and let us know they were out there. We no longer have to remember to check all of the time. Very helpful.”

Senior Commercial Rep

Shana Finnegan, Chief Operating Officer, TIES

“Capitalize Analytics was instrumental in the successful implementation of the TIES core HR, Payroll, and Financial systems. TIES, a collaborative of over 20 Minnesota Districts, had unique requirements in meeting the needs of their districts. Capitalize Analytic’s guidance enabled us to meet those unique requirements.”

Shana Finnegan, Chief Operating Officer, TIES

Assistant Controller

“In our experience Capitalize is the group to call if you have an emergency. They seem to work miracles and go way above and beyond to ensure we get what we need. There are times that we know what we are asking is pretty aggressive and Capitalize has stepped up to the plate to ensure our success every time. Best service we’ve ever experienced.”

Assistant Controller

Revenue Accountant

“Our team had some very complex statements and government reports that had to look a very specific way. Capitalize helped us build the reports so that we have a hard time telling if they are the original form or the new Cognos-based form! We were very happy with their ability to communicate with our team and ensure we met all of our requirements.”

Revenue Accountant

Midstream Account Manager

“Capitalize is able to help us with all our reporting changes and updates promptly and on time every time. They are a great resource for our team and are willing to always go the extra mile and train us on the changes they are making for us.”

Midstream Account Manager

Director, Data and Analytics

We are starting to see the power of the Alteryx tool and the value of Capitalize consulting. Shout out to [the consultants] for [their] knowledge of the Alteryx tool, willingness to learn our complex workflows and help us through knowledge transfer due to employee turnover. Could not have done it without you.

Director, Data and Analytics

Thomas Janousek, VP Quality & Compliance, Burrell Behavioral Health

“Capitalize did an excellent job assisting us with our data implementation needs. Their educational and hands-on approach made content extremely clear and relatable.”

Thomas Janousek, VP Quality & Compliance, Burrell Behavioral Health

Dava Clark, Programmer/Analyst, Cy-Fair ISD

“The Report Studio Advanced course provides so much information! Each chapter had something new for me and I can’t wait to go back and enhance my previously written reports! I really enjoyed myself in the class and thought the pace was perfect.”

Dava Clark, Programmer/Analyst, Cy-Fair ISD

Contract Administrator

Capitalize has been a key to the success of our transition to our new plant accounting software. The assistance provided by the team members at Capitalize have been extremely valuable, from implementation to our current ad-hoc support. We have enjoyed and truly appreciate all the friendly, helpful, and knowledgeable support provided by Capitalize.

Contract Administrator

Telecommunication Fleet Management Leader

I’m extremely thankful for the professionalism and work done by Capitalize! The consultants were able to simplify and streamline a lot of fleet data into an easy-to-read dashboard so we could use it right away for analyzing purposes. The dashboard will save a lot of time creating our replacement lists and will allow us to analyze the fleet quickly and effortlessly.

Without their knowledge and guidance, we couldn’t be able to use the fleet data for it’s intended purpose, now we can.  Great work!

Telecommunication Fleet Management Leader

Joseph Deady, Supervisor of Accounting, Unionville-Chadds Ford School District

“Four key staff members of our finance/human resources/payroll team recently took the Report Studios Fundamentals for eFinancePLUS class with Capitalize Analytics, and we couldn’t be happier with the outcome. The training took our basic knowledge of Cognos and grew it into what will ultimately be a big benefit to our school district. The reports that we will be able to put together with the information from the training will be a huge time saver, especially during my two busiest times of the year (budget and audit). The only complaint that we had is that we didn’t sign up for the training sooner.”

Joseph Deady, Supervisor of Accounting, Unionville-Chadds Ford School District

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Toronto, ON M5C 2L7

Phone: 214-531-3904

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Email: info@capitalizeconsulting.com

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