Hobasa

Identify and resolve operational gaps that cost you profitability

Hobasa is a cross-system intelligence platform that helps organizations identify and resolve hidden operational gaps across Finance and HR before they impact performance.

Hobasa workspace
1
Connect
2
Analyze
3
Surface gaps
4
Act
One view from connected business systems to actionable insight
iSample data - for illustration only. Company names and figures are fictional.
fiFinance Product
Redwood Retail Partners (Sample)
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: Apr 6, 2026Last 12 months
Financial Health Score
35%
-5%
Revenue
$280,000
-12.5%
COGS
$210,000
+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

The problems that cost you most sit between your systems.

01

No system has the answer

Your ledger, your payroll and your HR system each hold one piece of it. None of them holds the finding.

02

Getting it takes a person a week

Someone exports, reconciles and chases across four tools to answer one question, then does it again next month.

03

You find out after it costs you

Margin slips, overtime creep and compliance gaps stay invisible until they show up in the numbers.

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 Hobasa works

We connect your systems, get the data straight, run checks built for your industry, and show you what needs attention with the evidence behind it.

Different business systems flowing into one central place

Connect every system

Accounting, payroll, HR, scheduling and billing, including the regional and industry tools most platforms will not touch. Our team runs the connection work. Your systems stay where they are.

Connected systems organized into one unified view

See the full picture

Data from every system is unified, organized, cleaned, validated, and mapped in a smart way, so a payroll run, a schedule and a ledger line resolve into one complete story instead of three that disagree.

Dashboard showing compliance gaps, bottlenecks, revenue leakage and anomaly detection

Run continuous checks

Finance and HR compliance checks run continuously across your combined data, using rules built and validated by specialists who know your industry.

Savings, risks, errors and compliance gaps surfaced with source records attached

Act on what matters

Savings, risks, errors and gaps surface with the source records attached, so you can check any finding before you act on it.

Integrations

Connects to the finance, HR and recruiting tools you already run.

QuickBooks Online
NetSuite
Sage Intacct
Microsoft Dynamics 365
Oracle Financials Cloud
Paycom
ADP Workforce Now
BambooHR
Rippling
UKG Pro
Greenhouse
Lever
Glider
Google Drive
QuickBooks Online
NetSuite
Sage Intacct
Microsoft Dynamics 365
Oracle Financials Cloud
Paycom
ADP Workforce Now
BambooHR
Rippling
UKG Pro
Greenhouse
Lever
Glider
Google Drive

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 across your systems. Get one clear answer.

Ask finance, HR, payroll and operations questions in plain English. Hobasa finds the answer in the connected records behind it.

  • Grounded in your data
    Every answer cites the source record, so you can check the finding yourself.
  • Built for every role
    Switch between CFO, CHRO, investor and advisor views without reconfiguring anything.
  • Review before you share
    Approve, edit and watermark insights before they reach a client or the board.
Read the docs
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
  • Patterns across your own history and systems.
Insight

AI that reasons like a seasoned advisor.

Models grounded in your 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.

Security

Enterprise-grade security by default.

CTRL · 01

ISO 27001 – Certified

Information security management system certified to the international standard.

CTRL · 02

SOC 2 Type II - In active audit - Report expected in Q3. Not certified

Controls are under independent review for security and availability.

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 used to train external models

Your data is never used to train any external model. Where a model provider processes data in order to return your result, it does so under contract, on scrubbed and minimized inputs.

CTRL · 06

24×7 monitoring

Continuous observability with on-call response.

FAQ

Common questions