Managed Power BI: Your fractional BI team, without the hire.
SaaS finance and RevOps teams use us as their fractional BI function — one monthly retainer covers dashboards, data pipelines, month-end automation, and investor reporting. From $5K/month for 100 hours, or $8K/month for 160 hours. Includes a named analyst, a 2-business-day SLA on change requests, and a strategic advisor who joins your ops and board prep calls.
Trusted by teams across 15+ countries
Impact & Key Performance Indicators
The numbers we deliver for SaaS finance and RevOps leaders on managed retainers.
8 → 2
Days to close month-end
14
Days to first live dashboard
2 BD
SLA on change requests
12+
SaaS finance stacks shipped
What "managed" actually means
One monthly rate covers every layer — model, pipeline, report, governance — so your finance team never has to wonder who owns what.
Your dashboards evolve with your business. When pricing changes, when you add a new product line, when a new investor asks for a specific slice, we update the model, not just the view.
Pipelines stay green. We monitor every source (Salesforce, Stripe, NetSuite, HubSpot) and fix breaks before your team sees a blank chart.
Month-end is automated. Journal entry exports, consolidation packs, board summary — your close drops from 8 days to 2.
Built for 50-200 person SaaS
Revenue $10M-$100M ARR
Enough data volume to matter, not enough to justify a 5-person in-house BI team. You've outgrown spreadsheets and a single analyst can't scale with your board's information needs. This is our exact sweet spot — we've built the managed BI function 12+ times at this revenue band.
Finance or RevOps-led
Your buyer is a CFO, VP RevOps, or Head of Finance — not an IT director. You care about ARR cohorts, NRR, runway accuracy, and whether your board deck numbers reconcile with NetSuite. We speak that language natively and ship dashboards your CFO actually trusts.
Stack: Stripe, Salesforce/HubSpot, NetSuite/QuickBooks
We've built this exact integration combination 12+ times. Cohort payback from Salesforce opportunities joined to Stripe invoices joined to NetSuite consolidated revenue — works out of the box on our managed retainer. Your team doesn't need to map the joins.
Live in the first 30 days
Every managed retainer starts with dashboards finance leaders can read without explanation. Here's the shape of what goes live in weeks 2-3.
What's included in every retainer
Our Offerings
Executive dashboards
Board-ready views for CFO, CEO, and investors. ARR, NRR, CAC, runway, cohort retention — refreshed nightly.
Four reasons finance leaders pick us
You've outgrown spreadsheets. A full-time BI hire is premature. Here's what we give you that a freelance consultant can't.
Accountability: one strategic advisor, one named analyst
Not a rotating pool. The same people show up every engagement and own your stack end-to-end.
2-business-day SLA on change requests
Written into the contract, not marketing copy. Change requests don't sit in a queue for a week.
Pipelines included, not billed hourly
Your ETL breaks don't blow your budget. Pipeline monitoring, fixes, and source changes are baked into the retainer.
Proven across SaaS and services
Fortivis, BDI Agency, TransVirtual, and a financial services client are the proof. Four very different companies, one playbook.
A 30-day start, then steady-state
First dashboard live in 14-21 days. Pipelines and governance by week 4. Then a rhythm that scales with you.
Week 1 — Discovery
Stack audit, KPI definition, data source inventory. One 90-minute session with your finance and RevOps leads.
Week 2-3 — First dashboard live
ARR, NRR, runway, cohort retention on your data. Board-ready. Iterated with you in a shared Slack channel.
Week 4 — Pipelines & governance
Automated refreshes, row-level security, break alerts. You get Slack-channel comms on every source.
Ongoing — Monthly advisory
Two-week sprints. Change requests via shared board. Quarterly strategic review with the CFO.
What finance teams ask before signing
Further reading
Guides and insights to help you make an informed decision.
Power BI Consulting Cost in 2026: Real Ranges, Engagement Models, and What Actually Drives the Variance
Power BI consulting cost questions usually get answered with a vague "it depends." The truth is more specific: cost depends on the engagement model, not the consultant. This guide covers the four common models (hourly, project, retainer, FTE alternative), the real 2026 public-market ranges, and the variance factors most quotes don't disclose.
How to Hire a Power BI Consultant in 2026: A 7-Question Screening Framework
Most Power BI consulting engagements that fail were doomed at the screening stage. The vendor was good at sales, the buyer didn't know what to ask, and 12 weeks later the dashboards still don't work. This guide is the 7-question screening framework, four red flags, and engagement-model decision tree we wish every finance leader had before signing a contract.
A CFO's 6-question AI risk checklist for Power BI (before your auditors ask first)
Only 21% of companies have mature AI governance. Your auditors are already developing questions about AI in financial reporting. Here are the six questions every CFO should be able to answer before Copilot for Power BI goes near a board-ready number.
Get your BI function in 14 days.
30-min fit call. No pitch — we'll look at your current stack and tell you honestly whether we're the right move. Already on Tableau? See our migration service. Running a SaaS finance team? See Power BI for SaaS Finance.