Horizon Five

What Horizon Five does

Horizon Five (Horizon-5, LLC) is a US-based private professional services firm founded by Steve Brodrick, former Chief Transformation Officer at Alteryx and former CFO of Stanley Black & Decker's Tools & Storage business. The firm delivers enterprise consulting across five core service offerings: Finance Transformation, SOX Controls & Modernization, End-to-End Data Lifecycle, Enterprise Enablement, and AI Maturity Assessment. Its flagship productized accelerator is CashSync™, a trademarked AI-powered cash application solution that combines AI and rule-based matching with human exception review to deliver 95%+ automated matching rates. The firm operates a technology-agnostic delivery model, integrating best-of-breed platforms including Alteryx, Workato, Snowflake, Microsoft Fabric, Databricks, Tableau, Power BI, and ERP systems rather than building proprietary infrastructure. Its competitive narrative emphasizes a "practitioner-proven" Value Framework spanning Trust & Governance, Data Foundation, AI & Business Process Automation, and Workforce Readiness, positioning the team as former Fortune 500 operators rather than traditional advisors.

The firm's go-to-market is enterprise field sales and consultative selling, primarily targeting CFOs, finance leaders, and transformation executives at Global 2000 organizations through direct engagement, contact forms, and partner referrals. Pricing is fully custom with no public tiers, and contracts are structured as multi-year enterprise engagements. Geographic reach covers North America and EMEA. The firm maintains strategic technology partnerships with Alteryx and Workato (recognized with partner sales awards by both) and a broader ecosystem of nine supporting partners including Databricks, Fivetran, Sigma, dbt, Blackline, DVW Analytics, and Floqast. Customer outcomes cited include $500M+ tracked value and 800+ employees upskilled at a prior Stanley Black & Decker transformation program led by founder Brodrick (though these reflect prior employer context rather than confirmed Horizon Five revenue).

The team comprises approximately 15-20 practitioners distributed across at least nine US states, with backgrounds at Stanley Black & Decker, Alteryx, DoorDash, Spotify, PwC, Johnson & Johnson, GE, EssilorLuxottica, Charles Schwab, and Experian. CEO Brodrick previously advised 400+ Global 2000 companies on automation and analytics transformation. The firm is privately held, founder-led, and bootstrapped with no disclosed venture capital, private equity, or institutional investment, and no parent company. Compliance posture includes GDPR and CCPA disclosures, plus SOX Controls Modernization as a core service line rather than as a regulated entity status.

Name

Horizon Five

Legal name

Horizon-5, LLC

Website

https://horizon-five.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Horizon Five is a US-based boutique professional services firm that delivers enterprise finance, data, automation, and AI transformation consulting to Global 2000 clients, anchored by a Fortune 500 practitioner team and the CashSync™ AI cash application accelerator.

Ownership category

akta.pro rank

Product category

Management Consulting – Enterprise Data, AI & Finance Transformation

NAICS

Other Management Consulting Services (541618), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Prepackaged Software (7372)

akta.pro primary industry

Data, Analytics & AI Consulting (BPAHAEAF)

akta.pro secondary industries

Industry/Domain Analytics Solutions & Accelerators (BPAEAHAK), Enterprise Architecture & IT Operating Model (BPAHAEAB)

Keywords

• Finance transformation consulting
• Enterprise AI advisory
• SOX controls modernization
• Data lifecycle services
• Cash application automation

Headquarters

HQ city

Connecticut

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Professional Services & Consulting: Horizon Five generates revenue through professional services engagements where they provide consulting, implementation, and managed services for enterprise clients. Engagements are customized based on client scope and typically involve transformation programs across finance, data, and AI domains.
2. Implementation & Delivery Services: End-to-end delivery from strategy and architecture through implementation, adoption, accelerators, and managed services. Revenue derived from project-based consulting engagements.
3. Accelerators & Pre-built Solutions: Pre-built accelerators like CashSync™ that deliver measurable outcomes (95%+ match rates, 80% faster processing). Delivered using customer-preferred technology stacks.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Horizon Five is a boutique professional services firm that delivers enterprise transformation consulting across five offerings: Finance Transformation, SOX Controls & Modernization, End-to-End Data Lifecycle, Enterprise Enablement, and AI Maturity Assessment. It sells one proprietary product, CashSync™, an AI-powered cash application accelerator that automates the matching of payments to remittances with 95%+ automation. Engagements are delivered by practitioner-consultants using best-of-breed partner technologies to help enterprises consolidate data, automate processes, and scale AI adoption.

Product overview

Horizon Five is a consulting and solutions firm offering a portfolio of professional services centered on data transformation, AI, and automation for enterprise clients. The core offerings include Finance Transformation, SOX Controls & Modernization, End-to-End Data Lifecycle, Enterprise Enablement, and AI Maturity Assessment. The flagship product is CashSync, an AI-powered cash application accelerator that delivers 95%+ automated matching. These offerings are delivered through a practitioner-proven value framework focused on building resilient, data-driven enterprises grounded in governance and trust.

Differentiator

Problem solved

Functional benefit

Brands

• CashSync: AI-powered cash application accelerator delivering 95%+ automated matching for finance teams. A product that combines AI, automation and finance expertise to transform manual cash application into an intelligent, scalable process.

Products and services

• CashSync™ CashSync™ is an AI-powered cash application accelerator that delivers 95%+ automated matching, 80% faster processing, 2,000 hours saved annually, and 100% traceability. It replaces manual cash application with intelligent automation combining AI and rule-based matching with human review for exceptions, and can be delivered with Alteryx (analytics-led automation) or Workato (integration-led orchestration) and posts approved matches into the client's ERP.
• Finance Transformation Finance Transformation is a consulting service that helps finance organizations streamline operations, improve reporting and forecasting, automate manual activities, and strengthen decision-making using data, automation, and AI. It is targeted at CFO, VP Finance, and finance transformation leaders at enterprise clients.
• SOX Controls & Modernization SOX Controls & Modernization is a consulting service that strengthens compliance, reporting, and operational resilience by modernizing SOX programs through automated testing, improved control visibility, and enhanced audit readiness.
• End-to-End Data Lifecycle End-to-End Data Lifecycle is a consulting service that builds a connected foundation for trusted data, intelligent insights, and AI-driven outcomes across data strategy and architecture, integration and pipelines, governance and quality, analytics and reporting, AI and advanced insights, and continuous improvement.
• Enterprise Enablement Enterprise Enablement is a consulting service that drives organization-wide adoption of analytics, automation, and AI through practical enablement, embedded accelerators, scalable governance, skills development, operating models, and reusable assets.
• AI Maturity Assessment AI Maturity Assessment is a consulting service that evaluates an organization's data, technology, governance, operating model, and workforce readiness to identify gaps and build a practical roadmap for scalable AI adoption.

Quantifiable outcome

• 95%+ automated matching rate with CashSync™ solution
• +6 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability4 records

Feature4 records

Partnerships

Seven partnerships are on record, tiered core and supporting.

• AlteryxcoreTechnology or IntegrationAlteryx is a primary technology partner providing the analytics automation platform used in Horizon Five's CashSync solution and other transformation engagements. Horizon Five delivers Alteryx training programs and has received partner recognition awards from Alteryx for contributions to analytics and automation.
• WorkatocoreTechnology or IntegrationWorkato is a key integration platform partner enabling end-to-end process orchestration and ERP workflow automation. Horizon Five has received Partner Sales Leader recognition from Workato and collaborates on integration-led solution delivery.
• DatabrickssupportingTechnology or IntegrationTechnology partner providing data and AI platform capabilities integrated into Horizon Five's data lifecycle and AI solutions.
• FivetransupportingTechnology or IntegrationTechnology partner for data integration and pipeline automation enabling enterprise data movement and connectivity.
• Sigma ComputingsupportingTechnology or IntegrationTechnology partner for cloud analytics and business intelligence capabilities.
• dbt (Data Build Tool)supportingTechnology or IntegrationTechnology partner for data transformation and analytics engineering.
• BlacklinesupportingTechnology or IntegrationTechnology partner for financial automation and accounting solutions.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Centric Consulting: Centric Consulting is a mid-sized business and technology consultancy with practices in data & analytics, business intelligence, ERP modernization, and organizational change management. Comparable in scale and offering mix to Horizon Five for mid-market and select enterprise transformation work.
• Slalom: Slalom is a mid-to-large technology and business transformation consultancy with deep practices across data & analytics, AI, and finance transformation. Highly comparable to Horizon Five in offering scope, target buyer (CFO/enterprise), and Alteryx/Workato-aligned delivery model, but operates at substantially larger scale.
• West Monroe Partners: West Monroe is a business and technology consultancy serving Fortune 1000 clients across financial services, healthcare, energy, and industrials. Directly comparable given shared finance transformation, data, and analytics work plus practitioner-led delivery to enterprise CFOs and transformation leaders.
• Tiger Analytics: Tiger Analytics is a data & analytics consulting firm focused on AI, advanced analytics, and data engineering for Fortune 1000 enterprises. Closely comparable in data/AI-led transformation narrative, though heavier on data science and modeling versus Horizon Five's finance-and-controls emphasis.
• Daugherty Business Solutions: Daugherty is a technology and consulting firm specializing in data & analytics, AI, and enterprise transformation for Fortune 500 clients. Comparable practitioner-led delivery, Alteryx/data-platform ecosystem alignment, and Fortune 1000 customer base.
• Sagence Technologies: Sagence is an Alteryx-focused analytics and AI consulting firm with deep delivery on Alteryx, Workato, and adjacent data platforms. One of the closest direct peers given shared Alteryx-and-Workato-centric delivery model and focus on finance/operations analytics automation.
• The Clearing: The Clearing is a boutique management consultancy that delivers end-to-end business transformation work, particularly in heavily regulated industries. Comparable in mission-driven, practitioner-led approach to finance and operations transformation engagements.
• Resources Global Professionals (RGP): RGP is a global professional services firm delivering finance, accounting, and transformation consulting to enterprise clients, often on a project-based or on-demand basis. Comparable in finance transformation, SOX, and controls work targeting CFOs and senior finance leaders.
• 1899 & Co. (Baker Tilly Digital): 1899 & Co. is the digital advisory arm of Baker Tilly that delivers finance transformation, data & analytics, and risk advisory work to mid-market and enterprise clients. Comparable in offering portfolio and finance-led customer base.

Broad incumbents

• BDO Digital: BDO Digital is the technology consulting arm of BDO USA, focused on finance, accounting, and data transformation for mid-market clients. Overlaps Horizon Five's finance/SOX/data offerings but operates under a broader audit-and-advisory incumbent brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/horizon-five

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Horizon Five