Agencies
Retainer payments, project fees, media spend, freelancer invoices. CrossVal consolidates everything into one platform for budgeting, forecasting, and real-time profitability analysis.
What CrossVal does
AI financial planning and analysis. Budgeting, forecasting, and reporting from one source of truth.
Profitability analysis at the client level and revenue stream level. See which work actually makes money.
Clean journal entries pushed into Zoho, QuickBooks, Xero, or Tally. Your accountant reviews instead of doing data entry.
What they do
Branding and creative services
Industry
Professional Services
Location
Dubai, UAE
Clients include
Barakat, CAFU
Yellow Branding builds brands that people across the region recognize. But the company's own financial data was fragmented across multiple systems, making it difficult to see the full picture.
Scattered data, inconsistent reporting. Financial information lived in different tools with no unified view. Pulling together a P&L or balance sheet meant manual data collection from multiple sources, which introduced errors and inconsistencies every cycle. The finance team was spending more time assembling reports than analyzing them.
Slow, manual reporting cycles. Generating accurate financial statements was time-consuming. By the time reports were ready, the numbers were already stale. Decision-makers did not have timely information to act on, and investor updates required a scramble to get the figures presentation-ready.
No visibility into what was actually profitable. Yellow knew total revenue and total costs, but could not see profitability at the client level or the service line level. Which clients generated the best margins? Which revenue streams were underperforming? Without that granularity, strategic decisions about where to focus were based on instinct, not data.
Unified financial planning.CrossVal consolidated Yellow's financial data into a single platform. Budgeting, forecasting, and reporting now pull from one source of truth instead of scattered spreadsheets and disconnected systems. Data consolidation that used to take days happens automatically.
Automated financial statements. Income statements, balance sheets, and cash flow reports generate automatically from the reconciled data. Trial balances are centralized with accurate account reconciliation. The finance team reviews and approves instead of building reports from scratch.
Client-level and revenue stream profitability. CrossVal tracks margins at the individual client level and across service lines. Yellow can see exactly which engagements are high-margin and which are dragging performance. This visibility led directly to realigning service offerings, focusing on profitable segments and eliminating underperformers.
Real-time dashboards. Interactive dashboards replaced static monthly reports. Stakeholders and investors get current financial data on demand, not a month-old snapshot assembled under time pressure.
19% CAGR
Revenue growth
30% CAGR
Gross profit growth, faster than revenue
43% CAGR
Net profit growth, driven by cutting unprofitable work
20% to 27%
Gross profit margin expansion
5% to 22%
Net profit margin, a 4x improvement
50%
Reduction in time spent on financial reporting
33%
Increase in incremental gross margins
30%
Increase in incremental net margins
Agencies generate complex financials: multiple clients, multiple billing structures, variable project scopes, and revenue that arrives on different timelines than when it was earned. Most agencies track total revenue and total costs, but cannot answer the question that actually drives growth: which work is profitable?
| Today | With CrossVal |
|---|---|
| Financial data scattered across multiple tools | Single platform consolidating all financial data automatically |
| Reports built manually from disconnected sources | Financial statements generated automatically, always current |
| P&L tells you total profit, not which clients drive it | Client-level and service-line profitability visible in real time |
| Investor updates require a monthly scramble | Interactive dashboards with on-demand financial data |
| Strategic decisions based on gut feel | Data-driven focus on high-margin work, cut underperformers |
| Finance team spends days assembling reports | 50% less time on reporting, more time on analysis and advisory |
Yellow Branding picked CrossVal because they needed to see where their margins actually came from and act on it. Revenue growth is good. Profitable revenue growth is better.
If that distinction matters to your agency, we should talk.