Bringing financial clarity to a scaling operations team through real-time reporting
Client
Magnolia
industry
Logistics & Operations
location
Denver, Colorado
Magnolia’s operations team was scaling quickly, but their financial systems weren’t keeping pace. Departments were making decisions without updated numbers, and leadership often received financial reports that were weeks behind reality. This lack of visibility created budget misalignment, inefficient spending, and slowed-down growth. Magnolia needed a unified view of their finances to regain control.
Challenge
The company’s financial data lived in multiple spreadsheets across teams, each with different formats and inconsistent entries. Forecasting required guesswork, and monthly reporting was time-consuming and inaccurate. The lack of a centralized system made it impossible to track spending trends, prepare for growth, or identify inefficiencies.
Approach
Lysterra implemented real-time reporting across all departments, consolidating financial data into a single, accurate source. We cleaned up historical entries, standardized categories, and introduced custom dashboards tailored to leadership, operations, and finance teams. Weekly snapshot reports were added to keep decision-makers aligned and informed.
Impact
Magnolia quickly uncovered spending inefficiencies that led to a 25% reduction in unnecessary expenses. With accurate forecasts, the company grew revenue by $500K in the following cycle. Processes became more predictable, and for the first time, they experienced zero late filings. The entire team gained clarity and confidence in their financial decisions.
$12,000
Annual savings from reduced manual errors
100%
Satisfaction in quarterly review
Seamless
Payroll setup for 6 staff
“Lysterra helped us finally see where our money was going. With real-time reporting, we’ve been able to scale without the financial fog.”
—
Thomas Reid
,
Operations Director
