AdvisureIQ Partners With Polytomic to Deliver Planning-Ready Data for Mid-Market Finance Teams

Partnership combines AdvisureIQ's planning advisory practice with the Polytomic's Anywhere ETL platform, giving mid-market organizations connected data and the frameworks to turn it into decisions

CARLSBAD, Calif., June 03, 2026 – AdvisureIQ today announced a strategic partnership with Polytomic, the world’s first Anywhere ETL platform, to deliver a unified data and planning solution for mid-market finance and operations leaders. The partnership brings Polytomic’s real-time data movement capabilities into AdvisureIQ’s planning advisory practice, giving clients accurate, current data and the structured planning frameworks to act on it in one engagement.

Mid-market finance teams routinely arrive at planning cycles carrying numbers they cannot fully trust. Data accumulates in disconnected ERP, CRM, and operational systems. Reconciling it consumes time that belongs to forecasting, scenario modeling, and strategic analysis. AdvisureIQ’s approach addresses this by establishing data architecture and governance before building driver-based planning models and rolling forecasts. Polytomic now provides the continuous data layer that keeps the foundation current, synchronizing information across databases, data warehouses, and business applications without manual intervention or separate pipeline tools.

“Our clients come to us because they can’t make confident decisions from the data they have — it’s stale, fragmented, or both,” said David Van Horn, CPA, Founder and CEO of AdvisureIQ. “Polytomic solves the data layer so our planning work reflects what is happening in the business today, and mid-market finance teams can spend their time on analysis and strategy rather than chasing a version of the numbers they can trust.”

Polytomic is the world’s first Anywhere ETL platform, enabling high scale ETL, Reverse ETL, CDC, and general data syncing in one unified platform. Polytomic powers ETL workloads for some of the world’s fastest growing companies such as Cursor, Vanta, Vercel, Granola, and many others. Under the partnership, AdvisureIQ will incorporate Polytomic’s platform across client engagements, connecting the operational data that lives in Oracle NetSuite and comparable cloud ERP environments directly to the analytics and planning layer. Clients receive a complete path: clean, current data flowing in from across the business, organized into the planning models and executive dashboards that drive decisions. Finance teams shift from reconciling reports to running scenarios and advising leadership.

“AdvisureIQ brings a level of planning and data architecture discipline to the mid-market that finance leaders rarely find in a single advisory partner,” said Ghalib Suleiman, CEO and Co-Founder of Polytomic. “Pairing Polytomic’s Anywhere ETL platform with AdvisureIQ’s advisory expertise means that together we give clients a complete offering they can’t assemble on their own.”

The partnership is effective immediately. Organizations can learn more at www.advisureIQ.com or www.polytomic.com.

About AdvisureIQ

AdvisureIQ is a planning advisory and data analytics consultancy headquartered in Carlsbad, Calif., serving small and midsize organizations across myriad industries. AdvisureIQ’s experts partner with clients to strengthen planning, forecasting, and performance management by unifying raw, disconnected, and siloed information into clear, actionable insights through data virtualization, enterprise reporting, and advanced data visualization. With a focus on clarity, reliability, and measurable impact, AdvisureIQ delivers scalable decision-support solutions without the complexity of traditional analytics models. For more information, visit www.advisureIQ.com.

About Polytomic

Polytomic is the world’s first Anywhere ETL platform, built for data and operations teams that need reliable, real-time data movement without managing a patchwork of separate pipeline tools. The platform unifies ETL, Reverse ETL, Change Data Capture, and general data syncing in a single environment, connecting more than 40 sources and destinations — including Snowflake, Salesforce, HubSpot, BigQuery, PostgreSQL, MySQL, Google Sheets, and Stripe — with no coding required. Polytomic powers data workloads for some of the world’s fastest growing technology companies, including Cursor, Vanta, Vercel, and Granola.

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