Research
Managerial Finance
Financial models that help operators decide what to do next.
Small-business finance is less about perfect reporting and more about making source records useful for pricing, hiring, collections, spend, cash planning, and margin decisions.
Core Questions
What financial signals should operators see before a decision is made?
How should messy chart-of-accounts data map into planning models without hiding uncertainty?
Which accounting facts need provenance because they affect advice, compliance, or trust?
Artifacts
WACCY financial modeling contracts.
QuickBooks and EDGAR extraction paths.
Three-statement modeling notes.
What It Means
Where It Shows Up
Planning Views
Convert accounting exports and statements into operator-facing planning views.
Repeatable Analysis
Support cash, margin, unit economics, and scenario planning with clear assumptions.
Workflow Evidence
Connect financial evidence to actions in HatTrick workflows.
Why It Matters
How This Research Gets Used
Applied
Product direction
Research themes shape product workflows, internal evaluation, and open-source implementation choices.Evidence
Reviewable decisions
The work emphasizes assumptions, provenance, and feedback loops that humans can inspect.Browse Research
Financial models that help operators decide what to do next.