Case Study: First Water Finance accelerates FP&A reporting with CData Sync and Microsoft Fabric

First Water Finance eliminates 4-8x update redundancy with CData Software

First Water Finance, a financial services firm, faced significant data fragmentation challenges when helping their mid-market clients modernize financial planning and analysis (FP&A) processes. Their clients used disparate accounting systems like NetSuite, Intacct, and QuickBooks, leading to manual data synchronization, redundant updates, and bottlenecks that reduced time for analysis. Partner CData Software provided a solution using their product, CData Sync.

CData Sync automated data integration by replicating data from various sources into Microsoft Fabric's OneLake, creating a central source of truth. This solution delivered transformative results, including an 88% reduction in manual update effort for one client and a shift from monthly to near real-time reporting. The implementation by CData significantly accelerated FP&A reporting, enhanced data control, and created a scalable foundation for future analytics and AI integration.

First Water Finance