AI-Driven Power BI & Fabric for Finance and Business Management
Partner with BI and AI experts to turn your finance and business data into actionable insights.
Our Power BI and Microsoft Fabric solutions use AI to uncover trends, forecast performance, and automate smarter decisions.
Trusted by 15+ clients — Rated 4.9/5
Trusted by Industry Leaders
Join 15+ companies that trust us.
Upgrade from Excel to
AI-Enhanced Power BI Dashboards
Still using Excel? Upgrade to automated, real-time Power BI and Microsoft Fabric dashboards enhanced with AI.
Tailored for finance and business teams, our solutions help you uncover insights faster, forecast trends, and make smarter, data-driven decisions.
Our AI-Enhanced BI Services
At Business Automation BI, we help finance and business teams transform raw data into actionable, real-time insights. Our Power BI and Microsoft Fabric solutions, enhanced with AI, automate reporting, uncover trends, and provide predictive analytics tailored to your business.
We deliver end-to-end solutions that streamline operations, boost financial visibility, and support faster, smarter, data-driven decisions.
Data Project Management
& Strategy
Deliver end-to-end data projects and strategy consulting, integrating AI-driven insights to build scalable systems aligned with your business goals.
Financial Reporting Automation
Automate financial reporting with secure, custom AI-enhanced Power BI dashboards that drive accuracy, real-time insights, and predictive forecasting.
AI-Powered MS Fabric & Power BI Solutions
Modernize your analytics stack with Power BI and Microsoft Fabric. AI capabilities help reduce costs, optimize workflows, and increase data efficiency.
Power BI, Microsoft Fabric
& AI Training
Train your team to master Power BI, Microsoft Fabric, and AI-driven dashboards, empowering them to build impactful, predictive analytics solutions with ongoing expert support.
Tangible Results with AI-Enhanced BI
Our approach doesn’t just look good on paper, it delivers measurable impact across finance and business teams, leveraging AI to boost efficiency and decision-making.
97%
Of data projects are delivered on time and within scope.
80%
Average time saved on monthly financial reporting tasks.
30%
Reduction in operational reporting costs thanks to automation and AI-driven workflows
95%
Of trainees build their own AI-enhanced dashboards within 30 days of training
Scalable & AI-Enhanced BI Solutions
Empower your finance and business teams with scalable, automated, and AI-driven analytics, built on Microsoft’s modern data stack.
360°
Data Vision
Real-time dashboards for smarter strategic decisions.
Accurate,
Real-Time Data
Always up-to-date, trustworthy AI-powered insights.
Data Automation
& Time Savings
Eliminate manual reporting and boost productivity.
Advanced Analytics & Predictive Insights
Forecast outcomes and uncover hidden trends.
Scalable &
Custom BI Solutions
Flexible Power BI, Fabric, and AI solutions built to grow with your business.
AI-Powered Solutions Tailored to Your Role
Tailored BI and AI services provide CEOs, CFOs, COOs, CIOs, and FP&A teams with accurate, predictive insights to boost strategic decisions, optimize operations, and ensure strong data governance. Unlock your data’s potential with AI to drive growth and gain a competitive edge.
CEO
Lead with Real-Time Data & Executive Insights
Empower Your Leadership with AI-Enhanced, Real-Time Data:
David Parker
Managing Director
Lead Smarter: Real-Time Insights for CEOs & Executives
Collaborating with Alexandre and his team at Business Automation BI was a turning point for our executive leadership. As a CEO, I needed a scalable, AI-driven solution to transform overwhelming volumes of data into strategic, real-time insights. Business Automation BI delivered intuitive Power BI dashboards and aligned our entire data strategy with business goals. Their structured, business-focused approach provided the clarity and visibility needed to make faster, smarter decisions. Today, our leadership operates with confidence thanks to consistent, real-time access to key performance indicators.
Before
Excel-based reports,
delayed by 2–5 days
After
Real-time, AI-powered dashboards
with centralized KPIs
75%
Faster access to strategic data
3 days to 3 hours
Decision cycle reduced
+1
One unified source of truth
across the company
CFO
Make Confident Financial Decisions with Trusted Data
Optimize reporting, reduce errors, and gain financial control:
Sarah Bennett
VP of Finance
Automate Financial Reporting and Boost Accuracy
Alexandre and his team transformed our financial reporting process beyond expectations. They didn’t just build dashboards. They automated our entire reporting pipeline. By integrating all our financial data sources into AI-enhanced Power BI, Business Automation BI provided real-time dashboards that replaced days of manual work. As a CFO, I now have instant access to accurate, audit-ready metrics that improve risk management and drive strategic planning. Their rare combination of deep financial expertise and advanced data automation makes them the ideal partner for any finance team looking to modernize.
Before
Excel-based reporting, disconnected data sources,
and recurring errors
After
Real-time, AI-powered dashboards
with daily refresh and audit-ready structure
80%
Time saved through automated Power BI reports
0
Errors in monthly closings thanks to secure dataflows
+15
Hours/week recovered for cash flow forecasting and strategy
CIO
Simplify Data Management & Strengthen Governance
Secure and streamline your BI infrastructure:
Luis Serrano
Technology Director
Govern Data with Confidence and Simplicity
We trusted Alexandre and the Business Automation BI team to lead a company-wide Power BI rollout with strict data governance and security requirements. They simplified our complex data architecture, enabling fast onboarding for both business and IT users. Thanks to their approach, we now operate on a scalable, secure, and fully compliant AI-enhanced BI infrastructure. Adoption has skyrocketed, and our self-service analytics run smoothly without compromising control. For any CIO modernizing their data platform, Alexandre and Business Automation BI are strategic allies.
Before
Fragmented tools, no BI governance
& poor user adoption
After
Unified AI-powered Power BI platform
with full governance and security
+60%
Adoption of business users via self-service BI
-50%
IT requests thanks to
clear access & governance
100%
Security compliance
with internal policies
COO
Lead with Operational Insights and Automation
Improve operations with real-time analytics:
Carlos Ramirez
Operations Executive
Streamline Daily Operations with Power BI & AI Insights
Before working with Alexandre and Business Automation BI, our operational data was scattered across spreadsheets and different departments. They built a centralized, real-time AI-powered Power BI dashboard solution that eliminated silos, automated reporting, and standardized KPIs. Our teams now collaborate more effectively, make faster decisions, and operate with 90% fewer daily reporting errors. For any COO aiming to boost operational performance with reliable analytics, Business Automation BI is a true game-changer.
Before
Disconnected data, manual reporting,
no real-time visibility
After
Unified AI-powered dashboards
with real-time KPIs
+90%
Fewer reporting errors
with real-time dashboards
30%
Faster issue detection
across workflows
+5
Teams unified
under one BI system
FP&A Manager
Focus on Strategic Analysis, Not Manual Work
Drive better business insights faster:
Brian Anderson
FP&A Lead
Spend More Time on Strategic Financial Analysis
Working with Alexandre and his Business Automation BI team completely changed how our FP&A department delivers insights. Instead of spending hours formatting Excel reports, we now rely on automated, AI-powered Power BI dashboards that update in real time. This shift freed up valuable time for deep-dive analysis, variance tracking, and scenario planning, where we add real strategic value. Alexandre’s unique blend of financial expertise and BI skills helped us modernize reporting quickly and efficiently. If you want to transform your FP&A team from just reporting to strategic business partnering, Business Automation BI is the go-to expert.
Before
Time lost in formatting, Excel overload
& limited insight generation
After
Fully automated, AI-powered reports
with dynamic scenario planning
70%
Reduction
in report preparation time
+40%
Time reallocated
to strategic financial insights
3x
Faster delivery
of forecasting scenarios
Take Your Business to the Next Level with AI
Maximize business performance with AI-enhanced data automation, real-time reporting, and predictive insights. Our BI solutions eliminate inefficiencies, empower decision-makers, and accelerate scalable growth so you can focus on what truly matters: driving success.
Automate & Save Time
Automate data pipelines and AI-driven workflows to cut tedious tasks and free your team for high-impact work.
Be a Strategic Leader
Transform into a strategic business partner with AI-powered insights and strong data governance.
Unify Your Data
Break data silos and unify sources for deeper, actionable business insights.
Real-Time Insights
Deliver reliable, customizable, AI-enhanced Power BI reports for faster, confident decisions.
Meet Your BI & AI Experts
Our team combines data strategy, AI, and design to deliver custom Power BI and Microsoft Fabric solutions that generate real business results. We don’t just build dashboards. We create intelligent systems that forecast, automate, and empower smarter decisions.
BI & AI Tech Lead
Ruben Santoyo
Ruben ensures scalable, future-ready BI and AI architectures that connect business needs with technical excellence.
Client Manager
Brenda Caballero
Brenda guarantees smooth partnerships. She provides expert support and ensures a seamless BI and AI journey from first steps to scalable growth.
BI & AI Expert
Alexandre Enfedaque
Alexandre crafts high-performance data models and advanced analytics with Power BI, Microsoft Fabric, and AI to turn complex data into predictive, growth-driving insights.
Creative Designer
Hermas Salazar
Hermas transforms raw data into beautiful, AI-enhanced dashboards that tell compelling stories, simplify decision-making, and make insights instantly actionable.
BI & AI Manager
Jacome Caballero
Jacome aligns BI and AI projects with your strategic goals. He delivers clear roadmaps, predictive insights, and impactful results always on time.
Our BI & AI Process
At Business Automation BI, we follow a structured yet flexible approach to ensure every solution meets your real business needs.
Our methodology blends UX best practices, agile execution, AI-driven analytics, and Power BI expertise to deliver dashboards that deliver real value.
Step 1 – Understand Your Business Needs
We start with a discovery session to identify your pain points, goals, and data challenges, tailoring the right BI and AI architecture for your business.
Step 2 – Build a Prioritized Roadmap
Together, we create a clear, actionable feature backlog aligned with business impact to deliver quick wins and long-term value.
Step 3 – Design Engaging Dashboards
Using data storytelling, AI-driven insights, and design thinking, we craft intuitive dashboards that make insights easy to understand and act on.
Step 4 – Test, Secure & Deploy
We rigorously test and deploy your solution with automated refreshes, AI-powered checks, and quality controls for reliable, secure performance.
Step 5 – Equip your team with the skills to thrive
We provide hands-on training so your team confidently uses and maintains AI-enhanced dashboards for full adoption.
Step 6 – Continuous Support & Iteration
Post-launch, we provide ongoing updates and AI-driven optimizations based on user feedback and evolving business needs.
Tailored AI-Enhanced BI Solutions, Built for Your Business
Every business is unique. We create custom BI and AI solutions that deliver measurable results.
See client testimonials, share your needs, and receive a free AI-powered BI solution quote within 7 days.
Crystal-Clear AI-Enhanced Dashboards That Drive Action
We were looking for more visibility into our operations, and Business Automation BI delivered exactly what we needed. The AI-powered Power BI dashboards created by Alexandre and his team are clear, actionable, and perfectly tailored to our business. Their ability to listen and execute is rare in this field.
Jonathan Carter - CEO
From Chaos to Clarity with AI-Enhanced BI and KPIs
Business Automation BI transformed our scattered financial data into a powerful management tool. Alexandre and his team helped us define the right KPIs and provided AI-driven insights that gave us the confidence to make faster, data-driven decisions. They’re not just Power BI experts, they understand the business side too.
Emily Roberts - CEO
Fully Automated AI-Enhanced Reporting, Delivered Seamlessly
Working with Business Automation BI was seamless. They quickly grasped our challenges and delivered a fully automated, AI-powered reporting solution. Alexandre’s structured and transparent approach made the project feel easy. Highly recommend them for any data transformation initiative.
David Thomson - Head of Finance
Practical AI-Enhanced Dashboards Built for Accountants
As an accounting firm, we needed dashboards we could actually use, not just pretty visuals. Alexandre and his team built AI-powered reports that speak our language and help us track what matters. They’re a rare mix of tech-savvy and business-minded.
Sarah Whitman - CPA & Partner
Strategic AI-Enhanced BI Solutions with Real Business Impact
I’ve worked with many BI consultants, but Business Automation BI stands out. They don’t just build tools; they help you think differently. Thanks to Alexandre’s finance expertise, he understands what real decision-makers need and delivers AI-powered solutions that make it happen.
Michael Harris - CPA & Finance Controller
Live AI-Enhanced Dashboards That Replace Spreadsheets
No more spreadsheets or manual reports! Thanks to Business Automation BI, I now have an AI-powered dashboard that gives me a live view of my store’s performance. Power BI has become essential to my strategy, and I’ll definitely keep working with them to grow further.
Rachel Evans - Store Owner
Tailored AI-Enhanced BI Frameworks for Accounting Firms
Alexandre and his team helped us structure an AI-powered Power BI framework tailored to accounting firms. They brought new ideas to the table and designed a system that helps our clients track their numbers more effectively. Smart, creative, and easy to work with.
Thomas Blake - Founder
Smooth Onboarding and Powerful Visualizations
Our teams were new to Power BI, and Business Automation BI
guided us every step of the way. Alexandre translated our operational
challenges into clear dashboards that we actually use. His training sessions
were clear, and support was always on point.
Anna Mitchell - President
Transformative KPI Dashboards That Boost Results
Business Automation BI dives deep into the data to deliver
high-impact results. They cleaned, structured, and visualized our KPIs in a way
that completely changed the way we run things. Focused, fast, and fully aligned
with what modern businesses need.
Lisa Morgan - Business Performance Manager
Frequently Asked Questions (FAQ)
Our team transforms data strategy, AI, and design into custom Power BI and Microsoft Fabric solutions that drive real, measurable business results.
BI tools, enhanced with AI, turn raw data into real-time, actionable insights. They connect directly to your systems, update automatically, and provide dynamic dashboards that simplify decision-making. With AI-powered BI, you make faster, smarter, and more informed decisions based on reliable data, not guesswork.
Because we understand the data challenges finance and management teams face. At Business Automation BI, we specialize in building custom BI solutions that support financial reporting, performance tracking, and decision-making. With deep expertise in Power BI and Microsoft Fabric, we deliver end-to-end projects that align with your business goals without the need to juggle multiple vendors.
Unlike generic software, our AI-powered BI solutions are fully customized to your workflows, data complexity, and strategic goals. This personalized approach maximizes ROI, drives user adoption, and delivers a real competitive advantage.
We tailor every AI-powered BI project to your industry’s unique needs and data sources, whether you’re in finance, manufacturing, retail, or services. This ensures relevant, actionable insights that truly drive your business forward.
Most AI-powered BI projects start around $10,000 USD, but pricing depends on your needs, data sources, and complexity. Every solution is custom-built, so you only pay for what delivers real business value.
Most projects take between 4 to 9 weeks from discovery to deployment, depending on scope and complexity. We focus on agile delivery to ensure quick wins and continuous progress.
Most projects take between 4 to 9 weeks from discovery to deployment, depending on scope and complexity. We focus on agile delivery to ensure quick wins and continuous progress with AI-driven insights.
Yes, we provide e-learning and custom training tailored to your team’s skill level, available online or in person. Whether it’s Power BI or other AI-powered BI platforms, we ensure your users become confident, independent, and fully engaged.
We provide ongoing maintenance, updates, and AI-driven optimizations based on user feedback and evolving business needs to keep your BI solution performing at its best.
Absolutely. We follow best practices in data governance, security, and compliance. Your data is stored, processed, and accessed in secure cloud environments, with permission-based access, audit trails, and AI-powered monitoring to protect your business at every step.
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