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Business Intelligence (BI) & Analytics 

From data to direction. 

AccountNext turns complex data into clarity. 


Our Managed BI & Analytics Services simplify how your business captures, organizes, and interprets information — delivering decision-ready insights without the manual effort. 

We eliminate spreadsheet chaos, accelerate reporting, and empower leaders with real-time intelligence that drives confident action. 

Clarity, delivered. 

Whether you’re managing a single entity or a multi-location operation, we consolidate your data into one unified, accurate source of truth. 


The result? Faster reporting, better decisions, and a finance function that runs as intelligently as the rest of your business. 

Image by Carlos Muza

Our BI & Analytics Expertise 

Live KPI Dashboards

Up-to-date, interactive dashboards that track metrics like revenue, margins, cash flow, AR/AP, and departmental performance — always current, always accessible.

Consolidated Reporting

We connect your financial data across systems — QuickBooks, NetSuite, Xero, SAP, and more — providing cross-entity visibility and fully consolidated reporting.

Audit-Ready Financial Intelligence

Structured, traceable, version-controlled data with full drill-down capabilities,  accuracy you can trust at every level. 

Automation That Scales

Eliminate manual reporting and reduce close times. Our automated systems save hours every week and scale with your business as it grows.

Insight-Driven Decisions

Identify trends, forecast with precision, and act on insights that improve performance and profitability.

Purpose-built for finance leaders. 

Controllers, CFOs, and finance teams use our BI platform to streamline operations, improve accuracy, and strengthen decision-making — all without switching systems or adding headcount. 

Up to

5 days faster

month-end close

Up to

50% less

time spent on reporting

Fully

audit-ready data

and faster year-end prep 

A single,

trusted source

of financial truth

Analytics for the restaurant industry. 

Cut costs. Boost margins. Make every ingredient count.

For restaurants, we translate performance data into actionable insight,  tracking sales, food costs, and labor performance in real time. 

Every month, your dedicated business analyst meets with you to review performance, identify opportunities, and refine strategy,  so you can stay focused on service while we keep you informed and ahead. 

Restaurant Analytics Features: 

Real-time dashboards for sales, COGS, labor costs, and profit margins 

On-demand access, anywhere 

Monthly performance reviews with your dedicated analyst 

Actionable recommendations for growth and efficiency 

Results that matter. 

  • 15–20% gross margin improvement in 90 days 

  • Significant waste reduction 

  • Faster, more confident decision-making 

Image by Myriam Jessier

Frequently Asked Questions

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    Business Intelligence (BI) Analytics involves collecting, processing, and analyzing data to provide actionable insights that help businesses make informed decisions. It transforms raw data into meaningful reports, dashboards, and visualizations, revealing trends, patterns, and opportunities. 

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    BI Analytics helps improve decision-making, identify new business opportunities, optimize operations, enhance customer satisfaction, and increase profitability. By understanding your data, you can gain a competitive edge, streamline processes, and respond quickly to market changes. 

  • Change the text and add your own content, including any information that is relevant to share.

    We analyze various types of data including financial data (sales, expenses, profitability), operational data (production, inventory, supply chain), marketing data (campaign performance, customer behavior), and HR data (employee performance, retention). We work with both structured and unstructured data from multiple sources. 

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    We leverage industry-leading BI tools such as Power BI, Tableau, Google Data Studio, and Excel for data visualization and reporting. Our team is also proficient in data warehousing, ETL processes, and various database technologies to ensure robust data infrastructure. 

  • Change the text and add your own content, including any information that is relevant to share.

    The implementation timeline varies based on the complexity of your data, the scope of the project, and your specific requirements. A basic BI dashboard can be set up in a few weeks, while a comprehensive enterprise-wide BI solution may take several months. We provide a detailed project plan and timeline after initial assessment. 

  • Change the text and add your own content, including any information that is relevant to share.

    Yes, we specialize in integrating BI solutions with your existing ERP, CRM, accounting software, and other business systems. Our goal is to create a unified data view that provides a holistic understanding of your business performance. 

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