The software is the easy part.
We set it up and run it with you.
Hobasa combines a platform with a managed service. We connect your systems, clean and reconcile their data, define the KPIs and checks that matter to your business, and keep the capability running with you.
Your team gets deeper visibility into performance, leakage and risk, with evidence behind the findings and real people supporting the decisions.
Connecting AI is a start.
Making it useful for your business
takes implementation
Plug-and-play AI can be useful for summarizing information, retrieving figures and exploring a prepared dataset. Deeper business questions require more context.
Where is margin leaking? Which workforce changes are increasing costs? What risks are developing between payroll, scheduling and billing?
To answer those questions reliably, the system needs to understand how your records relate, how your business measures performance and which rules and exceptions apply.
That is what Hobasa’s implementation establishes.
Understand what matters
We start with your priorities: the decisions you need to make, the risks you need to monitor and the outcomes you want to improve. These shape the KPIs, checks and analysis.
Make the records comparable
Your systems may use different names, identifiers, calendars and definitions. We clean, map and reconcile their records so information can be compared correctly - and disagreements remain visible.
Find the problems buried between systems
Payroll may correctly record hours paid, while billing correctly records invoices issued. The gap only appears when those records are connected and checked against how the work should have been billed.
Establish the controls behind the answers
We agree metric definitions, validate calculations and configure access, thresholds and review processes. Important findings arrive with source evidence and expert review.
The platform is never the whole job
Connecting messy systems, resolving years of inconsistent data, defining the right metrics and keeping everything aligned is where analytics projects often stall.
A dashboard can display a number. A business needs to understand what that number includes, whether it agrees with the source records and what action it supports.
Hobasa takes responsibility for that work, especially for businesses without a dedicated IT or data team. You provide the business context. We build and maintain the analytical capability around it.
A managed path,
with us doing the heavy lifting at every step
Most businesses start with one priority and expand from there.
Scope
We learn how your business operates, which systems you use and the priority you want to address first. Together, we agree the questions, outcomes and acceptance criteria.
Connect
We securely connect your accounting, payroll, HR, operational and reporting systems, including systems that do not share data easily. Access is read-only by default.
Clean and map
We resolve inconsistent formats, identifiers and reporting periods, then map related records into one comparable picture. Where sources disagree, we surface the differences for investigation.
Configure
We configure your KPI formulas, terminology, rules, thresholds and role views. The analysis reflects your operating model and the requirements within your agreed industry scope.
Validate
Finance and domain experts review mappings, calculations and checks. Your named owner confirms the business definitions, and we test the results against source records and agreed questions.
Go live
Your first use case runs on connected, reconciled data. Users can ask questions, monitoring begins and the first reviewed findings show where leakage, risk or opportunity needs attention.
Run and support
We maintain connections, run checks, review findings and support your team. As your business changes, we keep the setup relevant and reliable.
Expand
Build on the validated foundation, adding more systems, entities and use cases across finance, workforce and compliance.
We handle the technical work.
Your team provides the business judgment
You do not need to assemble an engineering team to connect, model and maintain the capability. We manage that work while involving your people where their knowledge matters.
We handle
- Connecting your systems, including hard-to-reach ones.
- Cleaning, mapping and reconciling inconsistent records.
- Configuring KPIs, rules and thresholds for your business.
- Validating calculations and reviewing findings.
- Running monitoring and maintaining connections.
- Supporting you with real people.
- Building custom connections where standard access is insufficient and an authorized integration is feasible.
We need from you
- Approved read-only access to the agreed systems.
- A named owner for the first use case.
- A short walkthrough of how your business operates.
- Time from Finance, HR or operational specialists to confirm definitions and exceptions.
- Someone to review priorities and act on the findings.
We structure this involvement around clear decisions, so your team contributes its expertise without taking on the implementation project.
Configured to your business,
and your industry
The right analysis starts with the right definitions.
“Margin” may include different costs in different businesses. “Utilization” may distinguish billable work from productive internal work. An overtime increase may be expected in one setting and a warning sign in another.
We establish what each measure means for your company, which changes deserve attention and which exceptions need to be considered.
The setup is shaped and reviewed by finance and domain experts, so the analysis reflects your operating reality.
Your KPIs
Formulas and definitions agreed with the people responsible for performance.
Your operating model
Relationships across clients, projects, employees, departments and subsidiaries mapped to how your business works.
Your rules
Industry requirements and internal policies configured within the agreed scope.
Your priorities
Thresholds and findings focused on issues that are material to your business.
We don’t just set it up.
We run it
Once you are live, Hobasa keeps working. We maintain the data connections, run checks on the agreed cadence, investigate exceptions and deliver reviewed findings to the right people.
We review progress with you and improve the setup as systems, priorities and business requirements change.
When you need support, you can speak to a person who understands your engagement.
Ongoing monitoring and alerts
Checks keep running, with findings prioritized for business relevance.
Reviewed findings with evidence
Important findings are checked against supporting records before release. Conversational answers support day-to-day exploration; they are not individually reviewed by an expert.
Regular review with you
We discuss findings, agree priorities and track the next steps.
Continued improvement
Mappings, thresholds and checks are maintained as your business evolves.
Built to connect
beyond standard connectors
Many businesses depend on regional, industry-specific or older systems with limited data access.
We assess those systems during scoping and identify an authorized way to obtain the records needed for analysis. Where a standard connector or export is insufficient, we build a custom connection when feasible.
Your implementation is planned around the systems you actually use, with access limitations identified up front.
Integrates with ADP, Workday, NetSuite, Sage, FreshBooks, Dynamics 365, BambooHR, BILL, Plaid, Justworks, Jirav.
Secure from
the first connection
Security is part of the implementation, from approving access to identifying sensitive fields and controlling how information is used.
Least-privilege access to your systems.
Read-only connections by default.
Sensitive fields masked or tokenized before model access.
Access controls and client separation.
ISO 27001 Certified
SOC 2 Type II Certified
Customer data never used to train AI models or sold.
Processing through authorized service providers under applicable agreements.
Security documentation and sub-processor details available on request.
What to expect
Every business is different. We scope the timeline with you based on the systems involved, the condition of the data and the depth of the first use case.
Most engagements begin with one priority. This creates a clear path to value and a validated foundation for expansion.
We handle the implementation work, with defined points where your team confirms the business context and approves the results.
What delivery actually looks like
What “live in 2-4 weeks” means
For one priority use case, one entity and a small number of systems, “live” means:
- The agreed sources are connected.
- Data is mapped and reconciled, with exceptions visible.
- KPI definitions are signed off.
- Users can ask questions about the use case.
- Monitoring runs on the agreed schedule.
- The first reviewed findings are delivered with evidence.
The clock starts when read-only access and a named owner are in place. Data readiness and source-system limitations may affect delivery. Broader scope is planned separately.
What we need from you
Read-only system access, a named owner, a short business walkthrough and time from relevant experts to confirm mappings, resolve conflicting definitions and act on findings.
Configured, not forked
Your KPI formulas, terminology, systems, subsidiaries, rules, thresholds, industry pack and role views are configured per client.
Customization stays within the shared product architecture, so your setup can evolve while continuing to receive product improvements.
A clearly defined start,
with written acceptance criteria
Every client starts with one priority use case and agreed deliverables. We test the capability on your data before expanding system by system.
An example first engagement
Priority use case
Payroll-to-GL reconciliation and overtime or unbilled-hours leakage for one legal entity.
Required systems
ERP or general ledger, payroll, and time-and-attendance or HCM. Billing records and relevant contract terms are included where needed to validate unbilled-hours findings.
Deliverables
- Read-only connections to the agreed systems.
- A reconciled payroll-to-GL model with an exceptions list.
- Signed-off KPI and metric definitions.
- Conversational AI over the use case.
- Scheduled monitoring and alerts.
- A first report of reviewed findings with source evidence.
Acceptance criteria, in writing
- Control totals reconcile to each source system within the agreed tolerance, with unexplained differences recorded.
- Your named owner signs off KPI and metric definitions.
- An agreed set of test questions is answered correctly, with the query behind each figure.
- The agreed findings review is completed, with evidence for confirmed findings and transparent reporting where no issue is identified.
- Monitoring and alerts run on the agreed schedule.
The first engagement is complete when it meets the agreed criteria on your data. Expansion follows a validated result.
FAQ