Power BI & Data Analytics Services
for Finance and Business Management
Partner with BI experts to transform your data into actionable insights.
We build custom Power BI and Microsoft Fabric solutions that help executives and teams in finance and operations make smarter, faster decisions.
Trusted by 15+ clients — Rated 4.9/5
Trusted by Industry Leaders
Join 15+ companies that trust us.
Upgrade from Excel to Interactive Dashboards with Power BI
Still using Excel? With Business Automation BI, upgrade to automated, real-time Power BI dashboards tailored to your business.
Explore how we’ve helped companies boost performance, streamline reporting, and make faster, smarter decisions.
Our BI Services
At Business Automation BI, we help businesses transform raw data into real-time insights
through Power BI development, Microsoft Fabric integration, automated financial reporting, and custom BI training.
We deliver tailored solutions that streamline operations, boost financial visibility, and support faster, smarter decisions.
Data Project Management
& Strategy
We deliver end-to-end data projects and strategy consulting to build scalable systems aligned with your business goals.
Financial Reporting Automation
We automate financial reporting with secure, custom Power BI dashboards that drive accuracy and real-time insights.
MS Fabric & Power BI Solutions
We modernize your analytics stack with Power BI and Microsoft Fabric to reduce costs and boost data efficiency.
Power BI
Training
We train your team to master Power BI tools and build impactful dashboards with ongoing expert support.
Tangible Results
Our approach doesn’t just look good on paper, it delivers measurable impact across organizations:
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.
95%
of trainees build their own dashboards within 30 days of training.
Scalable & Custom BI Solutions
Empower your business with scalable, automated, and insight-driven analytics, built on Microsoft’s modern data stack.
360°
Data Vision
Get a full view of your operations with real-time Power BI dashboards for strategic decisions.
Accurate,
Real-Time Data
Rely on always up-to-date, trustworthy insights powered by Power BI and Microsoft Fabric.
Data Automation
& Time Savings
Eliminate manual reporting with automated BI workflows that save time and boost productivity.
Advanced Analytics & Predictive Insights
Use advanced analytics and data governance to uncover trends, forecast outcomes, and optimize performance.
Scalable &
Custom BI Solutions
Grow with flexible Power BI and Fabric solutions tailored to your business needs and built to scale.
Solutions Tailored to Your Role
Tailored BI services provide CEOs, CFOs, COOs, CIOs, and FP&A teams with accurate insights to boost strategic decisions, improve operations, and ensure strong data governance. Unlock your data’s potential to drive growth and gain a competitive edge.
CEO
Lead with Real-Time Data & Executive Insights
Empower Your Leadership with Real-Time, Data-Driven Insight:
David Parker
Managing Director
Lead Smarter: Real-Time Insights for CEOs & Executives
Collaborating with Alexandre and his team at Business Automation BI was a real turning point for our executive leadership. As a CEO, I needed a scalable, data-driven solution that could transform overwhelming volumes of data into strategic, real-time insights. Business Automation BI not only delivered intuitive Power BI dashboards but also aligned our entire data strategy with our business goals. Their structured, business-focused approach gave us the clarity and visibility required to make faster, smarter decisions. Today, our leadership operates with more confidence thanks to consistent, real-time access to key performance indicators.
Before
Excel-based reports,
delayed by 2–5 days
After
Real-time 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 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, automated 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 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 Power BI platform
with full governance & 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 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 dashboard solution using Power BI 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 dashboards with real-time KPIs
and cross-team access
+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 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 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
Maximize business performance with seamless data automation, real-time reporting, and strategic 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 to cut tedious tasks and free your team for high-impact work.
Be a Strategic Leader
Transform into a strategic business partner with data-driven insights and strong governance.
Unify Your Data
Break data silos and unify sources for deeper, actionable business insights.
Real-Time Insights
Deliver reliable, customizable, real-time Power BI reports for faster, confident decisions.
Meet Your BI Experts
Our team turns data strategy and design into custom Power BI solutions that drive real business results.
BI Tech Lead
Ruben Santoyo
Ruben ensures scalable, future-ready BI architectures that bridge business needs with technical excellence.
Client Manager
Brenda Caballero
Brenda guarantees smooth partnerships, offering expert support and ensuring a seamless BI journey from start to growth.
BI Expert
Alexandre Enfedaque
Alexandre crafts high-performance data models and advanced analytics with Power BI and Microsoft Fabric to turn complex data into growth-driving insights.
Creative Designer
Hermas Salazar
Hermas transforms raw data into beautiful, user-friendly dashboards that tell compelling stories and simplify decision-making.
BI Manager
Jacome Caballero
Jacome aligns BI projects with your strategic goals, delivering clear roadmaps and on-time, impactful results.
Our BI 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, and Power BI expertise to deliver dashboards that drive real value fast.
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 architecture for you.
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 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 and quality checks for reliable, secure performance.
Step 5 – Equip your team with the skills to thrive
We provide hands-on training to ensure your team confidently uses and maintains dashboards for full adoption.
Step 6 – Continuous Support & Iteration
Post-launch, we offer ongoing updates and optimizations driven by user feedback and evolving business needs.
Tailored BI Solutions, Built for Your Business
Every business is unique. We create custom BI solutions that deliver results.
See client testimonials. Share your needs and get a free quote within 7 days.
Crystal-Clear Dashboards That Drive Action
We were looking for more visibility into our operations, and
Business Automation BI delivered exactly what we needed. The 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 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 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 Reporting, Delivered Seamlessly
Working with Business Automation BI was seamless. They
quickly grasped our challenges and delivered a fully automated 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 Dashboards Built for Accountants
As an accounting firm, we needed dashboards we could
actually use, not just pretty visuals. Alexandre and his team built 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 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 background in finance, he understands what real decision-makers need and knows how to deliver it.
Michael Harris - CPA & Finance Controller
Live Dashboards That Replace Spreadsheets
No more spreadsheets or manual reports! Thanks to Business
Automation BI, I now have a 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 BI Frameworks for Accounting Firms
Alexandre and his team helped us structure a 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 turns data strategy and design into custom Power BI solutions that drive real business results.
BI tools 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 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 solutions are fully customized to your workflows, data complexity, and strategic goals. This personalized approach maximizes ROI and user adoption, delivering real competitive advantage.
We tailor every BI project to your industry’s unique needs and data sources, whether you’re in finance, manufacturing, retail, or services. This ensures relevant insights that truly drive your business forward.
Most 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 value to your business.
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.
We combine data storytelling, UX best practices, and iterative feedback to design intuitive dashboards that your team will actually use to make data-driven decisions.
Yes, we provide e-learning and custom training tailored to your team’s skill level, available both online and in person. Whether it’s Power BI or other BI platforms, we ensure your users become confident, independent, and fully engaged.
We provide ongoing maintenance, updates, and 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 encrypted connections to protect your business at every step.
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