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  • Fractional CFO
  • Tax
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  • Private Equity
  • Construction
  • Distribution
  • Service
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Managed Intelligence using Power BI

A Cohesive Solution

As experts on the language of business, we combine knowledge with integrated technology into one cohesive solution.

We Provide     

  • Data Validation
  • Establish ETL Connectors (the middle man) 
  • Build out Dashboards, Reports, Models
  • Review Results and give actionable insights
  • Provide end user training


Please be sure to review our interactive dashboard on the intelligence tab which was built on Power BI.


See Interactive Dashboard

Your ERP

Extract, Transform, Load

Extract, Transform, Load

We'll conduct the data validations and identify any erroneous data that may be around in order to keep reporting clean.

Extract, Transform, Load

Extract, Transform, Load

Extract, Transform, Load

Our Team will identify and set up the middle-man to connect to Power BI.  Many ERPs have connectors out of the box, while you may have to pay a small monthly fee to enable others, or REST API actions.

Power BI Intelligence

Extract, Transform, Load

Power BI Intelligence

We'll then build reports to your specifications, branding, and unique style.  These will be made available to you through the web, tablet, phone, or emailed to you on a schedule.

Frequently Asked Questions

Please reach us at jamievanloffelt@gmail.com if you cannot find an answer to your question.

Data cleansing, ETL, and Report building setup is hourly.  The ETL connectors sometimes charge a monthly fee which will be passed on to you through our low monthly maintenance costs.


We have off the shelf capability to set up and deliver reporting.  We are completely flexible if you have specific data governance policies and require a different setup.


Once we conduct discovery, we will create a project plan and a timeline of deliverables.  Reporting often is iterative, and we will have a priority list on items to complete first.


ERP Summary PageBusiness Intelligence Summary Page

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