Suraj finds what the numbers are not saying. Shikha builds the dashboards, workflows and processes that make the answer usable every month. Together they run 7AM & Realtime CFO.
Suraj finds the blind spot. Shikha builds the system that keeps it from coming back.
Shikha brings AI strategy, workflow design and practical AI implementation to finance. She designs and builds the working side of finance: Power BI dashboards, SQL and Python reporting, Excel finance templates, monthly MIS packs, AI workflows and written SOPs with process maps. She takes a manual, repeated task and turns it into a clear, checked, repeatable system. Bihar Engineering University, Patna.
What she builds: Power BI dashboards and DAX · SQL and Python data checks and reports · Excel finance templates (P&L, budget vs actual) · Finance MIS packs · AI workflows and agents · SOP and BPMN process design
Contact: shikhakutariyar1@gmail.com · WhatsApp +91-7011283542
See all of Shikha’s services → · Her profile on LinkedIn →
22+ years in finance and FP&A. Suraj finds what standard reporting misses, in cash, margin, working capital and control, and uses Excel, Power BI, AI, Python, SQL and n8n as the toolkit, not the pitch. He teaches students and professionals, and is the author of “Excel for Finance and Accounting” (19,000+ copies sold).
What he does: Global Fractional CFO leadership · FP&A and financial modelling · Forensic finance and controls · Periodic MIS and reporting · Training, books and free resources
Contact: surajkumarlohani@gmail.com · WhatsApp +91-7011283542
See Suraj’s services → · His profile on LinkedIn →Finance knowledge and system building are two halves of one job. We do each half, and hand it to the other.
Understands the business and the numbers. Finds the blind spots in cash, margin, working capital and control. Decides what needs to be measured, what the rules are and what the answer should look like.
Turns that into something that runs. As a Power BI developer she builds the Power BI dashboards, and alongside them the Excel templates, SQL and Python checks, AI workflows and SOPs, so the work repeats every month without starting from zero.
Diagnose → Design → Build → Automate → Run. A finance problem is found, defined, built into a system and handed over with a written process. One team, from the question to the working answer.
Finance diagnosis without implementation becomes another report. Technology without finance context becomes another dashboard. Together, the two turn a financial problem into a working, measurable and repeatable system.
A client comes with a finance problem: cash stuck, margin leakage, inventory, MIS, FP&A or working capital. Suraj diagnoses it. Where the fix needs systemising, reporting or automation, Shikha builds the implementation layer.
A client comes for Power BI, Excel, SQL, Python, an AI workflow or automation. Where the problem needs deeper finance interpretation, Shikha works with Suraj on the finance architecture before building.
Suraj leads the diagnosis. Cash, margin, working capital, MIS, FP&A and control questions.
Shikha leads the build. Data, dashboards, workflows or automation, with a person reviewing what matters.
One finance + systems team. Diagnose → Design → Build → Automate → Run.
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