Finance and marketing,
finally aligned.

We reconcile your marketing spend with your books and your pipeline. Every Monday, both leaders see the same numbers.

Read-only on your source systems · SOC 2 Type II in progress

Connects with what you already use

Unified · joint review
Reconciled 2h ago

ARR

$30.0M

+18.4%

True ROAS

2.30×

+0.4×

Q1 closed-won

$620K

+24%

Decisions waiting · 5

  • LinkedIn over-pacing $18K
  • HubSpot renewal +12% in 47d
  • Brand campaign ROAS −38% w/w
  • DemandGen invoice 11d in inbox

Pipeline funnel

Visitors
MQL
SQL
Won

Read-only

OAuth

30 min

recon cadence

19

connectors

4 min

setup time

Industry data

The CFO and CMO are running parallel operations.
The data agrees, and the gap is widening.

Only 43% of marketing leaders feel there’s a shared understanding of strategy. Yet 61% of finance leaders think there is.

Source · Google / NewtonX, 2024n = 250 · see citation →

These three gaps add up to the same problem: nobody owns the seam between marketing and finance. Eline is built to be that seam.

The problem

Two leaders. Two parallel operations.

The CFO and CMO each open their own dashboards every Monday. Different sources, different math, different conclusions. The argument every week isn’t whether marketing is working — it’s whose spreadsheet to trust.

CFO · Monday morning

Variance + AR aging

Q1 actual

$1.14M

−4.8% vs plan

AR > 60d

$248K

12 invoices

Cash days

730

24 mo runway

  • LinkedIn agency · Mar

    GL booked $4.8K · platform $3.2K

    $1.6K mismatch
  • DemandGen retainer · Mar

    GL booked $14.0K · expected $12.0K

    Over plan +$2K
  • AWS Q1 spike

    GL $84K vs forecast $72K

    +16.7%

CMO · Monday morning

Channel ROI + pipeline

Q1 pipeline

$4.8M

+22% QoQ

True ROAS

2.30×

+0.4× WoW

Closed-won

$620K

7 deals

  • LinkedIn ABM · Mar

    $32K spend · $124K closed

    3.88× headline
  • Google Ads · Mar

    $22K spend · $86K pipeline

    3.91× pipeline
  • Pavilion sponsor

    $18K · 14 demos

    $1,300 / demo

Half the meeting is reconciliation

Same week. Different math.

CFO opens variance + AR aging. CMO opens channel ROI + pipeline. Both correct. Neither shareable. Strategy never gets oxygen.

No shared system of record

Five tools, zero reconciliation.

Finance in QuickBooks. Marketing in HubSpot. Approvals in Slack. Plans in Sheets. The "joint dashboard" is a Tuesday email thread.

Same conversation, every Monday

Methodology defended. Decisions deferred.

CMO presents 4.2× ROAS. CFO challenges with full-loaded CAC. Both walk out with action items that cancel each other out next week.

Founder

Built by an operator who lived this.

Alon Kivity, founder of Eline

Alon Kivity.

Founder, Eline · ex-LSports, Yango Delivery, Nominis

I spent twelve months at three companies building the same spreadsheet — the one that reconciles ad spend with the agency invoice with the QuickBooks line item with the closed-won pipeline. Every CMO I worked with had a version of it. Every CFO I sat across from didn’t trust it.

The tools to build this exist — you can stitch HubSpot to Sigma to Mosaic if you have a data team. Most companies in the $20M–$200M ARR band don’t. So they argue in the Unified meeting instead.

I built Eline so you don’t have to. One source of truth, one Unified view, one quarterly plan that ties out. The operating layer the spreadsheet was always trying to be.

The solution

One platform. Three surfaces. Aligned numbers.

Eline ships the reconciliation layer itself, the daily operating workspace both leaders use together, and the planning grid that ties out across business units and quarters.

Surface 1

Shared dashboards.

CFO view, CMO view, unified view. Same source of truth, drillable to invoice.

Surface 2

Daily operating rhythm.

Unified. Decision cards with owners. Approvals inline, not in email.

Surface 3

Planning that ties out.

Allocation workspace, prior-year compare, AI suggestions. Variance pre-decomposed.

See exactly what data we read, where it lives, and how to revoke access — /trust.

See it live
Inside the product

Three views. One operating layer.

Each Monday morning both leaders open the same app. CFO reads their lens, CMO reads theirs, the joint view is where the decisions land. Every cell drillable to the source row.

Surface 1 · Unified

The 20-minute meeting both leaders walk into.

Decisions waiting · variance flags · forward 4-week commit. Both leaders look at the same view, log what they decide, walk out with action items that don't cancel each other out next week.

Unified review

Week of May 5 · 5 decisions

Reconciled 2h ago

Q1 actual

$1.14M

+4.8% under

True ROAS

2.30×

+0.4× WoW

Closed-won

$620K

7 deals

Decisions waiting · 5

  • LinkedIn over-pacing $18KJoint
  • HubSpot renewal +12% in 47dCFO
  • Brand campaign ROAS −38% w/wCMO
  • DemandGen invoice 11d in inboxFinOps

Decided this week

  • Cap LinkedIn at $48K · CMO
  • Q2 brand pause · Joint
  • Outreach renewal at flat · CFO
Surface 2 · CFO recon

Variance investigation, drillable to invoice.

Three-way reconciliation: ad-platform spend ↔ accounting ledger ↔ pipeline outcome. Every mismatch surfaces as a decision.

Marketing P&L · Q1 2026

Reconciled · 99.2%
CategoryPlanActualVar

Paid media

LinkedIn · Google · Meta · Bing

$612K$568K-44K

Tools

HubSpot · Outreach · Pavilion · Substack · Zoom

$168K$184K+16K

Agencies

2 retainers · 4 freelancers

$240K$218K-22K

Events

CMO summit · 3 sponsorships

$100K$92K-8K

Click any row to drill to vendor · invoice · GL booking

Surface 3 · CMO TRUE COST

Channel ROI loaded honestly.

Ad spend + agency hours + tool cost + FTE allocation = TRUE COST. ROAS divided by that. The number a CFO trusts.

TRUE COST loaded ROAS

4 channels
LinkedInAd $32K · Loaded $54K · 2.30× ROAS
GoogleAd $22K · Loaded $38K · 2.26× ROAS
PavilionAd $18K · Loaded $24K · 1.92× ROAS
OutreachAd $14K · Loaded $22K · 1.45× ROAS

Bar = ad spend. Light fill = loaded with agency + tools + FTE.

Connectors

Your stack. One click away.

OAuth-scoped read on every platform you already pay for. No data warehouse to set up. No engineering ticket. Click, authorize, done.

#4285F4#0A66C2#1877F2#FF7A59#00A1E0#2CA01C
#FF9F40#635BFF#EA4335#4A154B#0F0F0F#7856FF
#5951FF#0066FF#5C4C9F#125091#E94234#0A0E27

Reconciliation, ready when you are.

Pick the platforms you already pay for. We pull the data, reconcile it three ways, and surface the same numbers to both leaders. About four minutes of OAuth.

Read-only OAuth · we never write back to your source systems.

Data flow

Sources in. Audit log out.

Read-only on every connector. Three-way reconciliation in the middle. Both leaders read the same numbers on the way out.

Step 1

Source systems

OAuth-scoped read on every connector. Tokens encrypted at rest.

#0A66C2#4285F4#FF7A59#2CA01C#EA4335#FF9F40
Step 2

Reconciliation engine

Three-way match: source platform · accounting · CRM. Mismatches surface as decisions.

↳ Normalize to canonical shape

↳ Three-way reconcile

↳ Audit-log every event (7y)

Step 3

Aligned dashboards

Both leaders see the same numbers. Every cell drillable to the source row.

  • CFO · variance + recon
  • CMO · TRUE COST loaded
  • Unified · joint review
Read-only on your source systems · audit log retained 7 yearsNo HTTP method other than GET against any source-system API.
Live demo · synthetic data

The path to revenue, live below.

Same funnel a CMO sees inside Eline. Demo data — Northwind Inc., our fictional B2B SaaS at $30M ARR. Every conversion rate, every dollar, reconciled to the CFO P&L.

Path to revenue

From 287K visitors to $620K closed-won.

Width-scaled tapered funnel. Each row reconciles to the same pipeline the CFO sees on the P&L.

Q1 closed-won

$620K

287,00018,4003,023612537
  1. 01

    Anonymous visitors

    287,000

    count

  2. 02

    Identified contacts

    6.4% from prior · 269K dropped

    18,400

    count

  3. 03

    MQLs

    16.4% from prior · 15K dropped

    3,023

    count

  4. 04

    SQLs

    20.2% from prior · 2K dropped

    612

    count

  5. 05

    Opportunities

    8.7% from prior · 559 dropped

    53

    count

    $4.8M

    value

  6. 06

    Closed-won

    13.2% from prior · 46 dropped

    7

    count

    $620K

    value

Visitor → MQL

1.05%

MQL → SQL

20.2%

SQL → Closed-won

1.1%

The operating rhythm

A week aligned. Less friction.

Monday · 9am

Joint standup

Same view, both leaders. 60-second scan, then onto the work.

Continuously

Reconciliation runs

Every 30 min. Spend matched to invoices to GL. Audit trail builds itself.

Live

Inbox catches stragglers

Read-only Gmail/Outlook scan flags freelance invoices before they sit 11 days.

Throughout

Decisions inline

Scope flags, over-pacing, renewals — one-click approve/reject. Both leaders see them.

Monthly

Variance pre-decomposed

Media vs tools vs agencies vs headcount. Friday review takes 10 min, not 2 days.

Quarterly

Planning that ties out

Top-line in, allocate, approve — same surface, permanent audit log.

How is Eline different

We are not them. Here’s how we complement.

Buyers compare. So we’ll do the comparison ourselves — named tools, honest deltas, no “we replace everything” theater.

Attribution

vs. HockeyStack / Dreamdata / Bizible

What they do
Attribute pipeline to ad spend across touchpoints. Tell you which channels influenced which deals.
What Eline does
Reconcile ALL marketing spend (ad spend + tools + agencies + contractors + events + FTE allocation) against your books and your pipeline.
How they complement
Many customers run both. Your attribution platform sends touchpoint data into Eline; we load full true cost on top.

FP&A

vs. Mosaic / Cube / Anaplan

What they do
Plan and budget at company level. Roll up departments, model scenarios, generate the board pack.
What Eline does
Operate the marketing line item daily and weekly. Reconcile every dollar to platform reality with media-spend depth FP&A tools don’t carry.
How they complement
FP&A is the source of corporate truth. Eline feeds clean reconciled marketing-line-item depth into it — your monthly close gets faster, not duplicated.

SaaS spend management

vs. Vendr / Zylo / Tropic

What they do
Manage software subscriptions. Run renewals. Catch shadow IT.
What Eline does
Track every category of marketing spend (paid media, agencies, freelancers, tools, events) and tie each dollar to the outcome it produced.
How they complement
We integrate with Vendr-class tools to ingest contract data — your tool cost flows into TRUE COST loaded ROAS automatically.
Common questions

What CFOs and CMOs actually ask.

Real objections from real demo calls. Don’t see yours? Email us and we’ll add it.

  1. They run in parallel. Your attribution platform stays the source of truth for which touchpoints influenced which deals. Eline reads its output and reconciles ALL marketing spend (including agencies, tools, and FTE allocation it doesn’t see) against your books and your pipeline. Many customers run both — attribution data flows into Eline so we can load full TRUE COST on top.

  2. Different scope, complementary cadence. Mosaic and Cube plan and budget at company level. Eline operates the marketing line item daily and weekly with media-spend depth they don’t carry. Most customers feed reconciled marketing-line-item depth from Eline into their FP&A workspace — your monthly close gets faster, not duplicated.

  3. OAuth tokens, normalized records (campaigns, deals, invoices), and our own writes (budgets, decisions, audit log) live in Postgres on AWS us-east-1, encrypted at rest with AES-256. Live data retains 36 months. Audit log retains 7 years (SOX). Cancellation gives 30 days read-only, then 90 days archived, then deletion. Full CSV + JSON export at any time.

  4. Gmail/Outlook OAuth at the read-only invoice-extraction scope — we read message metadata + invoice attachments matching vendor-sender patterns. We do not read message bodies that don’t match an invoice pattern. Tokens are revocable any time from /app/settings. If we’re breached: TLS-1.3 in transit and AES-256 at rest mean the worst-case exposure is a snapshot of metadata; we’ll notify within 72 hours per GDPR Article 33.

  5. Three-way matching is rolling, not point-in-time. Eline tags every spend event with platform-side timestamp + GL booking timestamp. If accounting hasn’t booked yet, the platform-side number stands and the row carries a "GL pending" flag. When books close, the rows reconcile retroactively and any delta surfaces on /app/recommendations. The CMO sees real-time platform numbers; the CFO sees the booked-and-reconciled view; both see the gap.

  6. Yes. CSV + JSON export per dashboard, per workspace, per audit-log entry. Read API in private beta — talk to us if you need warehouse-grade replication (Snowflake / BigQuery / Redshift target tables). We never charge for export; your data is your data.

  7. Same price band, different problem. Those tools manage software subscriptions and run renewals. Eline reconciles all marketing spend (paid media + tools + agencies + headcount allocation) and ties it to outcomes. Many customers run both — we read Vendr-class data to load tool cost into TRUE COST loaded ROAS automatically.

  8. It’s designed for joint ownership. Day-to-day usage is split: Marketing Ops or RevOps owns the connector setup, weekly reconciliation review, and TRUE COST loading rules. Finance owns the variance investigation, monthly close reconciliation, and quarterly planning workspace. The CFO + CMO read the same dashboards together every Monday — that’s the operating rhythm.

  9. Day 1 is connector setup (4–10 minutes per platform; delegatable to a teammate). Day 1–7: reconciliation runs and surfaces initial findings; we walk you through the first three with both leaders on a call. Day 8–30: weekly review of the recommendations queue, custom chart-of-accounts mapping, fine-tune TRUE COST loading rules. Implementation fee covers all of this; design partners get it waived.

  10. No data loss. 30 days of read-only access after cancellation. Full CSV + JSON export of every reconciled month, dashboard view, and audit-log entry — yours to keep forever. After 30 days the org is archived and we delete on the 90-day mark unless you ask us to extend.

Talk to us

Bring your CFO and your CMO.

Thirty minutes. We’ll walk through a live reconciliation using either your data or our synthetic Northwind dataset (your call). You’ll leave with a written report on the gap between what your platforms say and what your books show.

  • 30-minute demo, you bring both leaders
  • Built for $20M–$200M ARR B2B SaaS
  • Read-only on your source systems · SOC 2 Type II in progress

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