FinData Consulting
Ref. 01The Service

Turn scattered activity into operating visibility.

The data usually exists. It is trapped across field apps, billing systems, spreadsheets, inboxes, and tribal knowledge. We connect it into one trusted base and reporting your team can act on.

Ref. 02What We Do

Reporting & Business Intelligence

Bring finance, operations, and marketing into a consistent view, built on one trusted base of data. Power BI reporting, shared metric definitions, and dependable refreshes.

Business Intelligence & Reporting

Bring finance, operations, and marketing into a consistent view. Power BI reporting, shared metric definitions, and dependable refreshes that help your team see what needs attention.

Data Infrastructure & Automation

SQL, Snowflake, Power Platform, Power Query. Common datasets that consolidate Workday, multiple QuickBooks companies, Sage, CRM, marketing platforms, and field tools so reporting and AI analysis have one trusted base.

Ref. 03The Problem

Most service businesses don’t have a data problem. They have a visibility problem.

The data exists. It’s trapped in seven different places: the field app, the billing system, the spreadsheet one person knows how to update, the email chain where the decisions actually get made.

FinData connects source information, reporting, and automation around the decisions your team makes. We start with the existing systems, resolve the gaps that matter, and build a process people can run.

Ref. 04The Approach

Your tools, connected around the decisions you make.

We don’t replace what you already pay for. We connect it: one trusted base of numbers, reporting that refreshes itself, and an assistant that keeps recurring work moving.

Field appBillingSpreadsheetsOne trusted baseReportingAI assistantDecisions
Illustrative connection map. Your systems and the workflow are mapped in writing before anything is configured.
Ref. 06Next Step

Tell us what’s broken.

Every inquiry gets a personal written response within one to two business days. No sales sequences, no nurture funnels, no calendar links.

FinData Consulting · Augusta, GAfindataconsulting.com