Partner with data experts
Partner with data experts for your BI projects in Finance and Management.
We develop tailor-made solutions with Power BI and Fabric to enhance decision-making for executives and their teams
Trusted by 15+ clients — Rated 4.9/5
Join 15+ companies that trust us.
Switch to dynamic dashboards
Say goodbye to outdated Excel files, switch to dynamic and customized dashboards.
Stop wasting time on manual data processing — strengthen your reporting and focus on analysis and smarter decision-making.
Our Services
Tailored Solutions for Your Business Needs.
At Business Automation BI, we specialize in transforming data into powerful insights that drive business growth.
Our services cover everything from data management to customized reporting and training, ensuring that your business makes the most of its data.
Data Project Management
& Strategy
We oversee the entire management of your data projects, from planning to execution. Our expert approach ensures a reliable and high-performance data architecture, enabling you to make informed decisions faster. We also guide the development of a strategic data plan that aligns with your business goals, ensuring continuous improvement.
Custom Financial Reporting Development
Leverage the power of data and business intelligence with custom financial reporting solutions. We optimize your financial oversight and decision-making. At the same time, we establish robust data governance and integration processes, ensuring that your financial data is accurate, secure, and compliant across your organization.
MS Fabric & Power BI Application Development
Let our expert developers handle the design and implementation of your MS Fabric or Power BI projects, creating a robust data architecture and high-performance data visualizations. Additionally, we automate routine tasks to improve efficiency and reduce costs, freeing up your team to focus on strategic initiatives.
Power BI
Training
Gain a deep understanding of Microsoft Power BI, the leading business intelligence tool, with our personalized training programs. We help you automate reporting, improve analysis, and make better decisions. Plus, our custom analytics solutions provide valuable insights that fuel business growth, while our post-training support ensures that your team can make the most of their new skills.
Key Benefits
Discover how our customized BI solutions powered by Power BI and Microsoft Fabric can transform your business operations and decision-making.
360°
Data Vision
Get a comprehensive, real-time overview of your business with tailored KPIs, dashboards, and reporting tools.
Reliable,
Real-Time Data
Ensure your decisions are based on accurate, up-to-date information, reducing errors and increasing confidence.
Productivity
Boost
Save valuable time by eliminating manual data processing, enabling teams to focus on high-impact analysis.
Advanced Analytics
& Insights
Unlock deeper insights with powerful analytics and data governance to drive smarter business decisions.
Scalability & Customization
Adapt your BI tools as your business grows, ensuring long-term efficiency and performance without compromising on quality.
Solutions Tailored to Your Role
Our Business Intelligence services are designed for CEOs, CFOs, COOs, CIOs, and FP&A professionals who need accurate insights to drive strategic decision-making, improve operational efficiency, and ensure data governance.
Unlock the full power of your business data and turn it into a true competitive advantage.
CEO
Lead Your Company with Reliable Data
Pilot your company with powerful insights.
Ludovic Caumon - CEO
NovaTech Solutions
Empower Your Leadership with Real-Time Insights
“Collaborating with Alexandre was a real turning point for our organization. As a CEO, I needed a solution that would turn our overwhelming volumes of data into clear, real-time insights I could rely on. Alexandre not only delivered intuitive and visually powerful dashboards using Power BI, but he also understood our business strategy and translated it into actionable metrics. His structured, business-oriented approach gave us the clarity we needed to make faster, smarter decisions. Today, our leadership team is more aligned than ever, thanks to consistent, real-time visibility into our performance. If you’re a CEO seeking to lead with data and stay ahead of the competition, Alexandre is the expert you need.”
Before
Decisions based on Excel reports
delayed by 2–5 days.
After
Real-time dashboards
for instant access to key performance data.
75%
Faster access to decision-critical data
3 days to 3 hours
Decision cycle reduced
+1
Single source of truth
CFO
Gain Financial Visibility Like Never Before
Secure and optimize your financial reporting.
Emily Carter - CFO
Pinnacle Financials
Transform Financial Reporting with Automation
“Alexandre’s support was instrumental in elevating our financial reporting process. He didn’t just build dashboards—he redesigned the way we work. By automating repetitive tasks and integrating data flows into Power BI, he gave us real-time access to financial performance indicators that used to take days to compile. As a CFO, I now have trustworthy, up-to-date information at my fingertips, which has helped us improve risk management, streamline audits, and support better strategic planning. Alexandre combines deep financial acumen with advanced data expertise—an essential combination for any finance team aiming for excellence.”
Before
Manual reporting, inconsistent data sources
& frequent errors
After
Fully automated reports
with daily refresh and secured structure.
80%
Time saved on financial reporting
0
Manual errors in monthly closings
+15
Hours/week reallocated
to cash flow strategy
CIO
Simplify and Govern Your Business Data
Streamline and secure your data infrastructure.
Sophia Moreau - CIO
Axiom Group
Simplify and Secure Your Data Governance
“We entrusted Alexandre with a major challenge: deploying Power BI company-wide while ensuring data security, access control, and governance. He succeeded brilliantly. His ability to simplify complex technical architectures into digestible steps made onboarding smooth for both IT and business teams. He also put in place robust data governance protocols that comply with our internal policies and security standards. Thanks to Alexandre, we have a scalable BI infrastructure that supports self-service analytics without compromising control. For any CIO aiming to modernize their BI stack while keeping governance and scalability in check, Alexandre is a strategic asset.”
Before
Fragmented tools, no BI governance
& poor user adoption.
After
Centralized Power BI ecosystem
with secure, scalable deployment.
+60%
Increase in business user adoption
-50%
Fewer IT support requests for data
100%
Compliance
with internal security policies
COO
Achieve Operational Excellence Through Data
Boost operational performance with reliable analytics.
Carlos Jiménez
Optimum Operations
Boost Operational Excellence with Real-Time Data
“Before Alexandre’s intervention, our operational data was fragmented across multiple spreadsheets and departments. Today, we monitor real-time KPIs across the entire company on a single, unified platform. Alexandre helped us eliminate silos, automate reporting, and standardize performance indicators—all through clean and interactive dashboards. The result? Faster decisions, improved collaboration between departments, and a drastic reduction in manual errors. For any COO seeking operational excellence through data automation and performance tracking, I can’t recommend Alexandre enough.”
Before
Manual inputs, unstandardized KPIs
& no real-time tracking.
After
Live operational dashboards
shared across departments.
+90%
Fewer manual errors in daily operations
30%
Faster detection of workflow issues
+5
Departments aligned on the same KPIs
FP&A Manager
Focus on Strategic Analysis, Not Manual Work
Drive better business insights faster.
Thomas Nguyen - Senior FP&A Analyst
Stratos Group
Spend More Time on Strategic Financial Analysis
“Working with Alexandre has completely transformed the way our FP&A team operates. Instead of spending hours building static Excel reports, we now use automated Power BI dashboards that refresh in real time. This allows us to focus on what really matters: identifying trends, analyzing variances, and supporting our executive team with strategic financial insights. Alexandre’s deep knowledge of financial processes, paired with his technical mastery, made him the ideal partner for this transformation. If you’re in FP&A and want to move beyond reporting into true value creation, Alexandre is the expert you’re looking for.”
Before
Time lost in formatting, limited insight generation
& Excel overload.
After
Fully automated reports
with dynamic scenario planning.
70%
Reduction in report preparation time
+40%
Time spent on strategic insights
3x
Faster delivery of forecasting scenarios
Take Your Business to the Next Level
Unlock the full potential of your data and drive smarter decisions across your organization.
Eliminate Time-Consuming, Low-Value Tasks
Reduce mental load by automating your data workflows. All your business rules are securely embedded in streamlined processes, giving you more time to focus on what truly matters.
Focus More on Strategy, Not Data Management
Step into the role of a true Business Partner. Let data drive decisions and elevate your impact within the organization.
Data that Talks to Each Other
Granularity, segmentation, and correlation? No longer an issue. Seamlessly integrate your data sources for clearer insights and stronger strategic decisions.
Reliable, Customizable, and Real-Time Reporting
Deliver up-to-date, in-depth analyses to all departments. Empower decision-makers with the accurate, actionable insights they need, whenever they need them.
Services Methodology
A Clear, User-Centric Approach for Every Project.
At Business Automation BI, we believe that every project should stay aligned with real user needs.
Our proven methodology ensures smooth, efficient progress from start to finish.
Step 1 - User Needs Discovery
We start with a discovery call to understand your specific business needs and provide tailored recommendations for your project.
Step 2 - Backlog Creation
We build a detailed "wishlist" of functionalities and prioritize features to develop, ensuring alignment with your strategic goals.
Step 3 - Visual & UX Design
We design intuitive dashboards by developing clear, powerful visuals and crafting a user-friendly interface for optimal engagement.
Step 4 - Testing & Deployment
Your dashboard is published securely online, with full security testing and scheduled data refreshes to ensure ongoing reliability.
Step 5 - Team Training
We train your teams to confidently use, update, and modify the dashboard, maximizing autonomy and adoption.
Step 6 - Maintenance & Feedback
Post-delivery support is included to handle adjustments, updates, or quick fixes based on real-world use and evolving needs.
Services Methodology
A Clear, User-Centric Approach for Every Project.
At Business Automation BI, we believe that every project should stay aligned with real user needs.
Our proven methodology ensures smooth, efficient progress from start to finish.
They Trust Us to unlock the Power of Data
More than 15 clients have chosen Business Automation BI to transform their business through data-driven insights, efficient reporting, and process automation. Discover why they trust us to drive growth, accuracy, and decision-making.
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Tailored Services & Deliverables
Every project is unique, just like your business.
We help you enhance decision-making with custom data solutions.
Get Your Quote in 7 Days
We’re here to listen and offer a free, no-obligation quote. Fill out the form below, and we’ll get back to you shortly
Frequently Asked Questions (FAQ)
At Business Automation BI, we bring together the expertise of a financial controller with a specialization in data and Business Intelligence (BI). This dual competence allows us to create both your data architecture and your financial management tools. By choosing our agency, you are surrounded by experts in both information systems and management control, eliminating the need for multiple intermediaries. We handle your data project from start to finish, based on your specific needs.
BI tools are essential for two main reasons: Real-time data integration:
- They connect to your company’s databases, providing up-to-date information at your fingertips (a treasure trove for managers and executives).
- Dynamic, visual dashboards: These tools provide interactive and intuitive dashboards for real-time decision-making. BI tools are critical for making informed decisions, powered by reliable, understandable, and current data.
Each BI project is custom-built to meet the specific needs of your business. That said, the typical starting budget for a BI project is around $10 000 USD. However, the cost can vary based on project complexity and scope.
Yes, we offer both e-learning training on Microsoft Power BI (and custom training tailored to your team’s needs, available both online and in person.
The security of our clients' data is a top priority for us. We implement several protective measures to safeguard your information, including:
- Encryption and PC security
- Private Ethernet network
- Firewalls
- VPNs for secure connections
- Password manager
Your data is in safe hands with us.
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