Identify and resolveoperational gapsthat cost you

Connect the signals across your business, and turn them into action.

fiFinance Product
Redwood Retail Partners
15
KS
Welcome
Kevin Smith
Ask AI about this dashboard
Generate reports, KPI packs, slides, or run root cause analysis
Summarize risksCreate KPI packForecast revenue
★ North Star|Same-Store Sales Growth
-8.5% -3.2%
Key Performance Indicators
Updated: 4/6/2026Last 12 months
Financial Health Score
35%
-5%
Revenue
$2,80,000
-12.5%
COGS
$2,10,000
+9.8%
Gross Profit
$70,000
-35.2%
OPEX
$84,000
-18.5%
Net Profit
-$14,000
-142%
Ratio Analysis
CategoryAll
Current RatioQuick RatioNet Profit RatioROE RatioDebt/Equity Ratio
Mar'25Apr'25May'25Jun'25Jul'25Aug'25Sep'25Oct'25Nov'25Dec'25Jan'25
Monthly · Last 12 Months
Insights
Summary
Liquidity trending above benchmark with improving debt coverage.
Observations
Quick ratio consistently above 1.2x; ROE improving QoQ.
Risks
Debt-to-equity approaching sector upper quartile.
Recommendation
Establish revolving credit facility to buffer liquidity.

The problem

Important business issues often sit between systems, reports, teams and processes, making them difficult to identify, understand and resolve.

01

Siloed information

Finance, HR, payroll, operational and reporting systems each hold part of the picture.

02

Too much manual work

Teams spend valuable time gathering information, validating findings and following up across multiple sources.

03

Limited visibility

Risks, opportunities and unresolved issues can remain hidden until they become larger business challenges.

04

Inconsistent decision-making

Disconnected information makes it difficult to align around priorities, next steps and results.

As organizations grow, maintaining visibility and acting on the right priorities becomes increasingly difficult.

The cross-system advantage

The signal lives between your systems.

Most tools sit inside one system. Hobasa reads across finance, HR, payroll and operations, then surfaces the patterns that only appear in the gaps.

Inputs
Finance
Ledgers, AP/AR, revenue & margin
HR
People, performance & retention
Payroll
Compensation, overtime & burden
Operations
Throughput, utilization & cost
Hobasa

A read-only integration layer that listens, normalizes and correlates across your stack.

Findings
Finance × Payroll
−2.4 pts

Margin slip traced to unbilled overtime in Region 3.

HR × Operations
+18% churn

Retention drop correlates with shift coverage gaps.

Finance × Ops
+6 days DSO

AR delays tied to a workflow handoff on Tuesdays.

How it works

Hobasa helps organizations identify, understand and address what matters most.

Unlike generic AI tools that show metrics, Hobasa explains what changed, why it matters, and what to do next.

01

Connect information

Bring together information from accounting, payroll, HR, operational and reporting systems through secure integrations and flexible connections.

02

Create context

Connect related records across systems to provide a more complete view of what is happening and why.

03

Surface meaningful findings

Identify issues, opportunities and connections that often remain hidden across disconnected systems, revealing potential savings, risks and opportunities for improvement.

04

Support action

Use AI-assisted analysis grounded in operational data to help teams understand what matters, why it matters, and what to do next, with human expertise central to review and decision-making.

Human expertise central

Implementation & support

Plug-n-play is generic.
We ensure it is tailored for you.

Hobasa is delivered as a boutique engagement, not a self-serve login. A senior team sets it up, configures it to your business and stays alongside you, so value compounds instead of stalling.

01

We scope and connect

Our team maps your systems, defines priorities and stands up the integrations, with your IT or without it.

02

We tune to your business

KPIs, thresholds and review cadences are configured by domain experts who have run finance and operations, not just built software.

03

We run it alongside you

Ongoing review of signals, anomalies and insights, with a named team that knows your business and the people in it.

Built for every team driving performance

Different perspectives. Shared value.

Designed for every team involved in driving performance, owners, investors and the advisors who support them.

Less chasing. More signal across the portfolio.

Spend less time gathering information and more time uncovering problems before they affect performance across portfolio companies.

  • Less time spent gathering information and chasing updates
  • Improved visibility into context and supporting information
  • Better alignment across portfolio companies
  • More focus on uncovering problems before they affect performance

Conversational AI

Ask anything across finance, HR, payroll and ops, get an audit-ready answer.

One conversational layer sits across every connected system, ledgers, HRIS, payroll, billing and policies, so owners, CFOs, investors and advisors investigate, explain and act in plain English.

  • Grounded in your systems
    Every answer cites the exact ledger entry, HR record, contract or KPI it came from.
  • Built for every persona
    Switches between CFO finance views, CHRO workforce reads, investor portfolio cuts and CPA review modes.
  • Reviewer mode for decisions
    Approve, edit and watermark insight before it ever reaches a client or the board.
Conversational AI
CFO · Finance · Finance & accounting
Describe what you need, runway analysis, board deck, revenue forecast…

Platform

One platform from raw signals to client-ready advisory.

Signals

Continuous data capture across your stack.

Connect ledgers, payroll, HRIS and policy systems. Hobasa watches the signals advisors care about and flags what's changed, before it becomes a problem.

  • Pre-built finance & HR connectors
  • Real-time anomaly detection
  • Cross-client benchmarks
Insight

AI that reasons like a seasoned advisor.

Models trained on accounting workflows compose audit-ready narratives, recommendations and next steps. Every output is sourced, explainable and reviewable.

  • Source-grounded explanations
  • Reviewer mode for partners
  • Versioned client memory
Delivery

Advisory that scales with your firm.

Push insight into the rituals your team already runs, client reviews, board packs, monthly close. Standardize the work; differentiate the relationship.

  • Branded client deliverables
  • Workflow & approval routing
  • API & export anywhere

From the blog

Insights, playbooks, and field notes.

Trust, security & the people behind it

Built to the standard your auditors, IT and board already expect.

Real controls, real expertise. The team behind Hobasa has spent careers running finance, audit and operations, the platform is how we encode what we've learned.

CTRL · 01

SOC 2 Type II

Independently audited security & availability controls.

CTRL · 02

ISO 27001 in audit

Information security management aligned to international standards.

CTRL · 03

Encryption everywhere

TLS 1.2+ in transit, AES-256 at rest, customer-isolated keys.

CTRL · 04

PII masked by default

Sensitive fields tokenized before any model ever sees them.

CTRL · 05

Never sent to third-party LLMs

Your data is not used to train any external model, ever.

CTRL · 06

24×7 monitoring

Continuous observability with on-call response.

FAQ

Common questions