Get Your Finance Data Into Power BI — Live in Weeks, Not Months

A complete Power BI environment that connects your data and gives your team visibility across the business from day one

Dashboards across finance, HR, and sales — including variable compensation and real-time predictive modeling

Live data connected from your ERP and CRM

The ability to drill from summary dashboards into transaction-level detail

A centralized data foundation and structured semantic models that aligns metrics across departments

AI-ready data for tools like Copilot and predictive modeling

A fully hosted, managed environment — no internal setup required

You're live in weeks, with a system you can expand over time.

Why most Power BI efforts stall

Most teams don't struggle to build dashboards. They struggle to make them work across the business.

Power BI is often built one report at a time — on imported spreadsheets, without a data foundation.

Disconnected data across systems

No drill-back to transactions

Misaligned metrics

Not AI-ready

Reporting either stays manual — or unreliable.

Get immediate visibility, and a foundation you can build on over time

Instead of designing everything from scratch, you start with a working setup.

Your data is connected, structured, and modeled correctly from day one — and delivered through dashboards already built on best practices.

Connect

Your ERP and CRM data flows into a dedicated environment built for your company.

→

Structure

Semantic models align your core metrics across finance, HR, and sales.

→

Deliver

Pre-built dashboards on day one, with drill-back into transaction-level detail.

Everything you need, set up for you

A fully operational Power BI environment — connected, structured, and ready to use across your business.

A dedicated environment for your company (not shared)

Live data connected from your ERP (and CRM, if needed)

A centralized data foundation that aligns reporting across teams

Structured semantic models that standardize your core metrics

The ability to drill from summary dashboards into transaction-level detail

Pre-built dashboards across finance, HR, and sales — including commissions and predictive modeling

AI-ready data, with Copilot and advanced analytics built in

Fully managed hosting, monitoring, and support — no internal lift required

Pricing

Base Package (Finance)

Start with finance, then expand as needed.

One-time setup

$5,000

includes 1 ERP integration + dedicated environment setup

Per year

$5,000

hosting, infrastructure, and support

Add-On Dashboards

Expand into other business areas without rebuilding your setup.

HR / Labor / Payroll

$2,500/yr

Sales + Variable Compensation (Commissions)

$2,500/yr

Additional Data Integrations

Add CRM or additional ERP systems to your environment.

CRM or additional ERP systems

$5,000

per integration (one-time)

This works well for teams who:

Are using Power BI but not getting full value — or want to adopt it the right way

Rely on spreadsheets or disconnected reporting

Want drill-back into transactions, not just summaries

Are exploring AI but don't have structured data

Don't want to depend on internal IT or long project timelines

Want to get this live in weeks, not months

What happens after you're live

This is a starting point — not a limitation.

Because this is your dedicated environment, you can:

Add more data sources

Customize dashboards and business logic

Expand into planning, forecasting, or new use cases

All optional, based on what you need next.

Deliver in weeks. Not months.

Our proven approach keeps projects fast and predictable.

01 / Data

Data is loaded from your systems as-is

02 / Structure

Dashboards are published based on a pre-built structure

03 / Integrations

Integrations are limited to standard systems with accessible APIs

04 / Scope

Initial data integration includes 12 months of data history

If you need deeper customization, additional history, or more complex data work — we can support that as additional work, scoped and priced outside this package.

Why teams start here

Many finance teams are already spending more than this — just to maintain static dashboards or unused data environments.

This gives you a faster, lower-risk way to move forward.

Get live in weeks, not months

Avoid large, open-ended projects

See real value before expanding further

This offer is intentionally structured to make getting started easy.

Speak with our team for a free fit check

We'll review your systems and confirm if this is a good fit — or recommend the right next step based on your environment.

30-minute call

No prep required

Honest recommendation

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