Can you unify data from many tools?

Yes — we build a metric layer that reconciles your sources so numbers stop disagreeing.

Do we need a data team to maintain it?

No. We build it to run automatically and document it so a non-specialist can operate it.

Can you automate our proposals and scheduling?

Yes — proposal generation, scheduling, and client communication automated end to end.

How fast can we ship and how do you price it?

Scope and price are locked before code at the Blueprint stage, tied to deliverables — outcomes, not hours. Tightly-scoped builds typically ship in a 30–60 day window.

//AI Automation × AI Analytics & Reporting × Professional Services

AI Analytics & Reporting for Professional Services

Executive dashboards, automated reporting, anomaly detection, and predictive models that turn scattered data into decisions. Engineered for professional services teams.

Professional Services teams don't need a generic vendor — they need ai analytics & reporting built around how they actually operate. Executive dashboards, automated reporting, anomaly detection, and predictive models that turn scattered data into decisions. Agency tools, scheduling platforms, and proposal systems that automate operations so you can scale billable work.

01What's broken without us

Reporting is a weekly fire drill of copy-paste. Numbers contradict each other, anomalies surface too late, and leadership flies blind between board decks. For professional services teams specifically, operations run on email and spreadsheets. Scheduling, proposals, and client comms eat non-billable hours, and scaling means hiring more admins.

02Our approach — the Forge Method, applied

01Blueprint how professional services teams actually use ai analytics & reporting today, and lock scope, price, and the metric before code.
02Prototype the highest-value ai analytics & reporting loop against real professional services data — not a generic demo.
03Forge a production-grade build on dbt, BigQuery, Snowflake, with CI/CD and observability from day one.
04Harden and hand off documented, ready for professional services teams to extend.

//Capabilities

Executive KPI dashboards
Automated reporting pipelines
Anomaly & drift detection
Predictive analytics modelling
Automated executive briefings
Multi-source data unification
Real-time alerting & thresholds
Custom BI visualizations
Agency & operations platforms
Scheduling & booking systems
Proposal & contract automation
Client portals & comms automation
AI copilots for delivery teams
Reporting & utilization dashboards

//Outcomes

What you can expect

billable hours

Automated

proposals & scheduling

Zero

manual report building

Real-time

anomaly alerts

//FAQ

Questions, answered straight

Agency tools, scheduling platforms, and proposal systems that automate operations so you can scale billable work. We bring ai analytics & reporting depth to those exact systems rather than retrofitting a template.

//Explore further

//Next step

Is the build ready to scope?
Find out in the scorecard, or talk it through on a call.

Take the Build Readiness Scorecard