Software & Platform
Financial clarity for the wine business.
At Napa Valley Consulting, PC, we put industry-leading software to work delivering top-tier accounting, tax, and financial consulting services. We also build our own: the Vintage Intelligence platform, born from the questions winery owners ask us every week.
The Vintage Intelligence platform
One platform. Four tools. Every number connected. Built by the people who've run a winery — every module reflects a problem one of us has lived, closed the books on, or financed. Now in active development with founding winery clients.
Winery Durability Assessment
A full diagnostic of financial health, pricing, inventory, and enterprise value, scored across ten dimensions and ranked against real industry benchmarks. You get a single Durability Index™, a priority heat map showing exactly where value is leaking, a 90-day action plan, and a 3-year roadmap. The assessment fee is credited in full against your platform subscription.
Cost Accounting Intelligence
True bottle cost by SKU, vintage, and channel — not a blended estimate that hides where margin leaks. AI-assisted classification with a confidence score on every figure, margin-compression alerts that flag cost creep early, and consultant validation on every run: real winery cost-accounting judgment, not just model output.
Tax Intelligence & Compliance Engine
Federal and state excise tax calculated automatically from records you already keep. Filing-ready reports exportable as PDF, Excel, CSV, or JSON; inventory reconciled before anything is filed; a filing calendar that reminds you ahead of every deadline. Every calculation explained in plain English with an audit trail built for CPA and TTB review. Your CPA still files — TICE makes sure the numbers are already right.
Enterprise Value Engine
A living 10-year model of your winery, not a static spreadsheet someone built once and forgot. Connected to QuickBooks so actuals flow in monthly, with channel-level projections for DTC, club, wholesale, and import, an enterprise-value bridge, and scenario stress-testing. "What is this winery worth?" becomes an answer you already have.
Lender & Advisor Bridge
LUNA turns your numbers into a lender- and CPA-ready narrative on demand, so there is no more scrambling before a bank meeting. Plain-English answers for owners, underwriting-ready packages for lenders and banks, and a ratio-analysis starting point for CPA and advisory firms.
See Demo Now → or ask about early access.
Tools we run every day
No rip-and-replace: our platform and our practice sit on top of the tools winery and business teams already use.
| Category | Software |
|---|---|
| Accounting & ERP | Intuit QuickBooks (Pro-Advisors on staff), Oracle NetSuite, Accounting Seed, Microsoft Dynamics 365 |
| Payables & spend | BILL, Ramp |
| Wine production | InnoVint, Ekos |
| Tax | Intuit ProConnect (Intuit Accountants) |
Common questions
What is the Vintage Intelligence platform?
Vintage Intelligence is a winery financial-intelligence suite built by Napa Valley Consulting: WANDA scores winery durability across ten dimensions, CAIT computes true bottle cost with its TICE excise-tax module, EVE maintains a living 10-year enterprise-value model, and LUNA turns those numbers into lender-ready narratives.
What does CAIT do for a winery?
CAIT reads financial and production data you already keep (QuickBooks, cellar systems, invoices), applies wine-industry cost accounting rules automatically, and produces true bottle cost by SKU and vintage with a confidence score on every figure, only asking questions it cannot resolve on its own.
Does TICE file my excise taxes?
No. TICE calculates federal and California excise tax from records you already keep, reconciles inventory and removals, and produces filing-ready reports with a complete audit trail. Your CPA still files — TICE makes sure the numbers are already right before filing day.
How does an engagement start?
Every engagement starts with the Durability Assessment: a ten-dimension read of your winery's financial health with a priority heat map, a 90-day action plan, and a 3-year roadmap. The assessment fee is credited in full if you continue to the platform.
Which systems does the platform work with?
The platform sits on top of the tools your team already uses (QuickBooks Online, InnoVint, EKOS, ShipCompliant, and Commerce7), with no rip-and-replace. One set of numbers; every module and report pulls from the same source of truth.