Why invest in Business Intelligence tools?

BI tools enhanced with AI transform raw data into real-time, actionable insights. They connect to your systems, update automatically, and provide dynamic dashboards that eliminate guesswork. With AI-powered BI, you make faster, smarter decisions based on reliable data reducing reporting time by up to 95% and costs by 30%.

Why work with a specialized BI agency instead of hiring in-house?

We understand the unique data challenges finance and business teams face. At Business Automation BI, we specialize in custom solutions for financial reporting, performance tracking, and strategic decision-making. With deep expertise in Power BI and Microsoft Fabric, we deliver end-to-end projects aligned with your goals without managing multiple vendors or long hiring cycles.

How much does an AI-enhanced BI project cost?

Most projects start at $4,999 USD for our Starter package. Pricing depends on your specific needs, data sources, and complexity. Our Pro package starts at $14,999 USD, and we offer Enterprise solutions starting at $40,000 USD. Book a free strategy call to get a personalized quote.

How long does a typical BI project take?

Most projects take between 3 to 6 weeks from discovery to deployment, depending on scope and complexity. Our Starter package typically delivers in 3 weeks, while Pro and Enterprise projects may take 4-9 weeks for more comprehensive implementations.

What kind of support is included?

All packages include email support. Pro and Enterprise plans include priority response (24-48h for Pro, 12-24h for Enterprise) and a dedicated support channel. Optional support plans ($499 USD/month) are available for ongoing needs like adding new data sources or creating additional dashboards.

Can I modify dashboards after delivery?

Absolutely! Minor tweaks (colors, filters) are included in your support period. New metrics and visuals are quoted separately (typically $500-$2,000 USD). For major redesigns, we offer Enhancement Sprints at $4,999-$9,999 USD. All clients receive full documentation and source files.

Do you offer training for BI tools?

Yes! We provide comprehensive training tailored to your team's skill level, available online or in person. Training ranges from 2-hour introductory sessions (Starter) to 8-hour deep-dive programs (Pro), with ongoing support and documentation.

What exactly is your 30-day satisfaction guarantee?

Simple: If you are not satisfied with your dashboard within 30 days of delivery, we will revise it until you are, or provide a full refund. No questions asked. In 147 projects, we have never had to invoke this guarantee.

AI-Powered Power BI Solutions | Business Automation BI

🎯 Solutions by Business Domain

Every engagement is tailored to your team's KPIs, data sources, and regulatory context

💰 Finance

▼

📊 Automate monthly financial reporting
💵 Track cash flow instantly
🏢 Consolidate multiple entities or subsidiaries
📈 Compare budget, actual, and forecasts
⏱️ Reduce financial close time
🚨 Detect anomalies automatically
💼 Build a CFO dashboard for leadership
🤖 Automate repetitive financial tasks
✅ Reduce human errors in finance processes

🔌 Key Software & Connectors

SAP S/4HANAOracle NetSuiteDynamics 365 FinanceQuickBooksInfor M3Workday FinancialsAdaptive InsightsPower Automate

🌍 Local Sources & Regulations

CA/QC — CRA · Revenu Québec · T4 · R1

MX — SAT · SAR · Hacienda

US — IRS · US GAAP

FR — DGFiP · URSSAF · Chorus Pro · IFRS & PCG

💬 Discuss Your Finance Solution →

👥 Human Resources

▼

📉 Track turnover and understand why employees leave
🔗 Centralize your HR data
🎯 Analyze recruitment performance
🌍 Track diversity and strategic HR KPIs
🤖 Predict employee attrition using AI
📋 Build a leadership HR dashboard
📱 Build internal apps for HR teams

🔌 Key Software & Connectors

SAP SuccessFactorsWorkday HCMADPCeridianOracle HCM CloudPeopleSoftPower Apps

🌍 Local Sources & Regulations

CA/QC — T4 · R1 · CNESST

MX — IMSS · INFONAVIT · SAT HR

US — US labor & payroll

FR — URSSAF · DADS / DSN · CNIL

💬 Discuss Your HR Solution →

🌐 Executive, Leadership & Commercial Insights

▼

🌐 Access all strategic KPIs in a single dashboard
📋 Replace manual reports with live data
🏆 Centralize all teams and departments
🔭 Track your sales pipeline in real time
📈 Analyze sales team performance
🔮 Forecast revenues using AI
🛍️ Connect Shopify, Amazon, Magento, WooCommerce
📣 Measure marketing ROI (Google, Meta, TikTok)
💹 Identify your most profitable products

🔌 Key Software & Connectors

Power BIMicrosoft FabricSalesforceHubSpot CRMShopifyMagentoGoogle AnalyticsGoogle AdsMeta AdsAmazon Seller

🌍 Local Sources & Regulations

🌎 All regions — Local VAT & e-commerce tax obligations

Compliance — CRA · SAT · IRS · DGFiP

💬 Discuss Your Executive Solution →

🚚 Supply Chain & Operations

▼

📦 Monitor inventory in real time
⚠️ Prevent stockouts and overstock
🚛 Optimize delivery times
⚙️ Track team and machine performance
📉 Identify inefficiencies and hidden losses
💰 Reduce logistics and production costs
⏰ Save hours every week on operations reporting
💻 Digitize and streamline internal processes

🔌 Key Software & Connectors

SAP S/4HANAInfor M3Oracle NetSuiteDynamics 365 SCMSalesforce Order MgmtPower AutomatePower AppsMake / N8NPythonSQL

🌍 Local Sources & Regulations

🌎 All regions — Customs compliance & logistics rules

Markets — Canada · Mexico · USA · France

💬 Discuss Your Operations Solution →

🛒 E-Commerce

▼

🛍️ Unify data from Shopify, Amazon, Magento and WooCommerce
📣 Track ROAS and marketing ROI per channel
👤 Analyze customer lifetime value and cohorts
🛒 Monitor cart abandonment and funnel conversion
🔮 Forecast revenue and inventory needs with AI
💹 Identify best-performing products and SKUs
📊 Measure email and push campaign performance

🔌 Key Software & Connectors

ShopifyAmazon SellerMagentoWooCommerceGoogle AnalyticsGoogle AdsMeta AdsKlaviyo

🌍 Local Sources & Regulations

CA/QC — CRA · GST/HST · CRTC

MX — SAT · IVA · PROFECO

US — IRS · FTC · State Sales Tax

FR — DGFiP · TVA · RGPD · CNIL

💬 E-Commerce 💬 Discuss Solution →

🏪 Retail

▼

🏪 Monitor sales performance by store and region
📦 Track inventory turnover and prevent stockouts
👣 Analyze customer traffic and in-store behavior
💳 Measure loyalty program effectiveness
📉 Identify underperforming SKUs and categories
📊 Build daily store manager dashboards

🔌 Key Software & Connectors

SAP RetailOracle RetailLightspeedShopify POSMicrosoft DynamicsSalesforce Commerce

🌍 Local Sources & Regulations

CA/QC — CRA · GST/HST · Consumer Protection

MX — SAT · PROFECO

US — IRS · FTC

FR — DGFiP · TVA · DGCCRF

💬 Retail 💬 Discuss Solution →

🚛 Logistics

▼

🚛 Track delivery performance and on-time rates
📦 Monitor inventory across all warehouses in real time
🗺️ Optimize routes and reduce transport costs
⚙️ Measure supplier performance and reliability
⏱️ Track OTIF, fill rates and lead times
💰 Identify cost reduction opportunities

🔌 Key Software & Connectors

SAP TMOracle TMSDynamics 365 SCMDescartesPower AutomatePower AppsSQL

🌍 Local Sources & Regulations

CA/QC — CBSA · Transport Canada

MX — SAT Aduana · SCT

US — CBP · FMCSA · DOT

FR — Douanes · DREAL

💬 Logistics 💬 Discuss Solution →

🏥 Healthcare

▼

🏥 Monitor patient flow and bed occupancy
👨‍⚕️ Track staff utilization and scheduling efficiency
📋 Analyze clinical quality and safety indicators
✅ Build compliance and accreditation dashboards
🔮 Forecast resource and staffing needs with AI
📊 Consolidate KPIs across departments and sites

🔌 Key Software & Connectors

EpicCernerMeditechSAP HealthcareOracle HealthPower AppsPower BI

🌍 Local Sources & Regulations

CA/QC — MSSS · RAMQ · Loi 25

MX — IMSS · COFEPRIS · NOM

US — HIPAA · CMS · ONC

FR — HAS · CNIL · SNDS

💬 Healthcare 💬 Discuss Solution →

🏦 Banking

▼

⚠️ Build risk and credit quality dashboards
📋 Automate regulatory reporting (IFRS, Basel III)
🔍 Monitor AML alerts and fraud indicators
💹 Track branch and product profitability
🏦 Consolidate data across core banking systems
📈 Analyze portfolio quality and NPL trends

🔌 Key Software & Connectors

Temenos T24FinastraSAP BankingOracle FLEXCUBECore Banking APIsPower BIMicrosoft Fabric

🌍 Local Sources & Regulations

CA/QC — OSFI · AMF · CDIC

MX — CNBV · BANXICO · CONDUSEF

US — FED · OCC · FDIC · SEC

FR — ACPR · AMF · Bâle III · DORA

💬 Banking 💬 Discuss Solution →

🏭 Manufacturing

▼

⚙️ Track OEE and production line performance
🔧 Monitor machine downtime and maintenance KPIs
🔴 Analyze quality defects and reject rates by line
🔮 Forecast maintenance needs with predictive analytics
📋 Automate shift and production reporting
💰 Identify cost and waste reduction opportunities

🔌 Key Software & Connectors

SAP S/4HANAInfor M3Oracle ERPMES SystemsSCADAPower AutomatePythonSQL

🌍 Local Sources & Regulations

CA/QC — CNESST · ECCC

MX — STPS · SEMARNAT · NOM

US — OSHA · EPA · ISO

FR — DREAL · Code du Travail · ICPE

💬 Manufacturing 💬 Discuss Solution →

🏗️ Real Estate

▼

🏗️ Monitor occupancy rates and lease expiry pipeline
💵 Track rent collection and arrears in real time
📊 Analyze NOI and property performance by asset
💰 Manage Capex budgets, approvals and actuals
📋 Build investor and board-level reporting dashboards
🔮 Forecast cash flows and valuation scenarios

🔌 Key Software & Connectors

Yardi VoyagerMRI SoftwareSAP RE-FXDynamics 365Power AppsSalesforce CRM

🌍 Local Sources & Regulations

CA/QC — OACIQ · Registre Foncier

MX — RPC · SAT · INFONAVIT

US — NAR · HUD · FIRPTA

FR — ANIL · Loi Pinel · SCI

💬 Real Estate 💬 Discuss Solution →

Transform Your Data Into Real-Time Decisions

Trusted by Business Leaders at Leading Companies

🛠️ Our Technology Stack

🎯 Solutions by Business Domain

💰 Finance

👥 Human Resources

🌐 Executive, Leadership & Commercial Insights

🚚 Supply Chain & Operations

🛒 E-Commerce

🏪 Retail

🚛 Logistics

🏥 Healthcare

🏦 Banking

🏭 Manufacturing

🏗️ Real Estate

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📊 Real Power BI Dashboards We've Built

Financial Performance Dashboard

Order Status Tracker

US Order Distribution

Apple Global Sales Dashboard

Call Center Performance

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