Vantage OS — Y2Solution Consulting, LLC
In development · Coming soon

Vantage OS™

A financial operating experience being built to give business owners a clearer view of their books — reporting, cash flow, forecasting, profitability, and close status in one place, so less time goes into assembling numbers and more into acting on them.

Explore the Sample-Data Tour →Contact Our Team
Explore Vantage OS

A Preview of What We Are Building.

The guided tour uses fictional sample-company data to show the product direction. It is not a live customer portal, does not provide production software access, and does not connect to a visitor’s accounting system.

The first release will connect to QuickBooks Online, subject to Intuit approval and production testing. Additional accounting systems are planned for later releases. Features, integrations, timing, and final availability may change as development, security review, testing, and third-party approvals progress.

You do not need to wait for the software. Y2Solution consulting engagements deliver this reporting today, using the accounting systems and exports you already have.

Vantage OS Dashboard screen, fictional sample-company dataVantage OS Forecasts screen, fictional sample-company dataVantage OS Statements screen, fictional sample-company dataVantage OS Month-End Close screen, fictional sample-company dataVantage OS Bill Approvals screen, fictional sample-company data
Revenue, margin, cash and AR/AP at a glance, with AI-generated insights.Rolling forecasts, scenario comparison, 13-week cash view and runway.P&L and balance sheet side by side, grouped the way you report them.Reconciliation status, review queue and audit-readiness scoring.Invoice intake, routing rules and multi-step approval workflow.
Why Vantage OS

Technology Designed Around Real Finance Work.

Built by finance professionals who run these workflows for clients every month — not a generic dashboard with an accounting label on it.

One Financial View

Management reporting, cash visibility, forecasts, budget versus actual, profitability, and close status in one connected experience instead of a folder of spreadsheets.

Built With Finance Judgment

Account mapping, review steps, approvals, controls, and exception handling — the context business leaders need beyond a chart.

Human Expertise Remains Central

Designed to strengthen the consulting relationship with clearer information and faster workflows, not to replace the professionals interpreting the numbers.

What We Are Building Toward.

The areas below reflect the intended scope of the first release. Each is in active development and subject to testing, security review, and third-party approval.

Reporting & Cash Flow

Management reporting packages, cash-flow visibility, and trend views drawn from your accounting data rather than rebuilt by hand each month.

Budgets & Forecasts

Budget versus actual, rolling forecasts, and scenario views so leadership can see where results are heading, not only where they have been.

Profitability Analysis

Margin and profitability views by client, product, or service line, where the underlying source data supports that level of detail.

Month-End Close

Close tracking, reconciliation status, and review steps so the monthly cycle is visible and accountable rather than opaque.

AR, AP & Approvals

Receivables and payables visibility with multi-step approvals and audit history, giving owners control without slowing the work down.

QuickBooks Online First

QuickBooks Online is the initial planned connection. Consulting engagements can begin immediately using secure exports from the systems you already run.

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Y2Solution Support
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Hello! Welcome to Y2Solution Consulting. How can we help your business today?
Ask us about accounting support, Controller and Fractional CFO services, reporting and forecasting, engagement options, or scheduling a consultation.