Excel · Power BI · AI Automation

Business Intelligence

Finance intelligence first. Technology is how we scale it.

Businesses run on data. Most teams spend more time managing it than understanding it. Excel automation, Power BI dashboards, and AI workflow automation — all in one connected service.

Finance Blind Spots addressed: Visibility blind spots, at scale. What are Finance Blind Spots? →

The Pain Behind This

“My finance team spends too much time preparing numbers and too little time analysing them.”

If left as-is: High finance workload, a slower close, low analytical capacity, and dependency on one key person to hold it all together.

What you actually need: Finance productivity — manual effort down, analytical capacity up.

What's Included

One service, three layers of the same problem

Excel automation — VBA, Power Query, Power Pivot — replacing manual, error-prone spreadsheet work
Power BI, Google Sheets and Tableau dashboards — custom dashboards, MIS and reporting systems, built and automated end-to-end (20+ projects completed)
AI workflow automation — structured automation layered on top, so the team spends time on decisions, not re-keying numbers
Data Warehouse & ETL Setup — a single connected data layer pulling from every source system, so dashboards aren't rebuilt from scratch every time a source changes
Automated KPI Alerts — threshold-based alerts on the metrics that matter, sent the moment a number crosses the line, not discovered at month-end

What It Solves

Manual work, static reports, single points of failure

MANUAL MONTH-END

Manual month-end processes that eat days every cycle.

STATIC REPORTS

Static PDF report packs instead of live, explorable dashboards.

SINGLE POINT OF FAILURE

Reporting systems that depend on one person and break when they're unavailable.

Proof Points

What this has already replaced

✓

Under An Hour

Manual month-end replaced by an Excel engine — trial balance in, statements out in under an hour.

✓

Live, Not Static

Static PDF packs replaced by live Power BI dashboards with AI commentary.

✓

Day 22 → Day 5

MIS turnaround compressed from Day 22 to Day 5.

✓

20+ Projects

20+ dashboard and automation projects completed end-to-end.

Shikha Kutariyar Lohani

Partner · Excel & Power BI Developer

Who It's For

Teams that want visibility built into their existing tools

For teams that want visibility and automation built into their existing tools (Excel, Power BI, Sheets) before or instead of committing to a full Periodic MIS & Reporting retainer.

Engagement & Pricing

Project-based build, with an optional support retainer

Recommended

Option 1 · One-Time Setup

₹40K – ₹5.5L

$480 – $6,600

one-time

Best for: teams with strong internal capability to manage the system independently.

Option 2 · Setup + Monthly Retainer

₹20K – ₹2L

$240 – $2,400

/ month

Best for: ongoing maintenance, monitoring and optimization without the operational burden.

See It Built

Book a Consultation, or start the Free Diagnostic

See exactly what a working dashboard/automation build looks like for your data before committing to anything.

Book a Consultation →

Start the Free Diagnostic →

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