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AI-Powered BI & Reporting

✦ AI Services

Your Data Knows
More Than Your
Reports Are Telling You.

We build AI-powered business intelligence systems that automatically surface insights from your data — live dashboards, anomaly detection, narrative reports, and predictive signals — replacing the manual analysis your teams spend hours producing every week.

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AI BUSINESS INTELLIGENCE PLATFORM · LIVE
● All systems connected
MRR
£284k
↑ 14% vs last month
PIPELINE
£1.8M
AI-scored confidence
AI ALERTS
3
Needs attention
AI-DETECTED INSIGHTS — THIS WEEK
UK conversion rate -22% vs 3mo baseline
↓ Revenue risk
Urgent
Enterprise plan upsell opportunity — 14 accounts
↑ £84k ARR
Opportunity
COGS margin compressed 4% — raw material cost
Watch
Monitor
CONNECTED DATA SOURCES
Zoho CRM — 1,240 accounts
Sync: live
Sage — financial data
Sync: hourly
Google Analytics — web metrics
Sync: live
MONDAY MORNING BRIEF — AUTO-GENERATEDRevenue up 14% MoM. UK conversion anomaly flagged. 14 upsell opportunities identified. 3 accounts at churn risk. Full executive summary delivered to CEO inbox at 7:00am.
8h
Average hours per week returned to finance and ops teams
65%
Faster time-to-insight vs manual reporting processes
1src
Single source of truth — all systems, one view
24/7
Live dashboards — always current, never stale
— The Problem

Why this matters to your business

Six specific pain points where AI delivers the fastest, most measurable return.

📊

Reports assembled manually every week by your ops or finance team

Hours spent copying data from ERP, CRM, and spreadsheets into a weekly report that's outdated by the time it's presented. AI assembles, formats, and delivers it automatically — on schedule, always current.

📉

Performance problems discovered too late to fix them

Conversion rate drops, cost increases, revenue shortfalls — discovered during the weekly review or monthly close, not when they start happening. AI monitors continuously and alerts within hours.

🔗

Data scattered across ERP, CRM, and five other systems

Finance data in Sage. Customer data in Zoho. Web analytics in Google. Each team sees a different number. AI consolidates everything into one source of truth — updated in real time.

🧮

Board packs assembled from scratch every month

Finance director spends two days pulling together board pack data. AI assembles from connected systems, formats to your template, and has it ready for review by end of day 1.

🤷

Your team can see the numbers but not what they mean

KPI dashboards full of charts — but what's actually happening? AI adds narrative: explains why numbers moved, what's driving the change, and what to watch next.

🔍

Insights buried in data your team doesn't have time to analyse

The signals are in your data — churn risk, upsell opportunities, operational inefficiencies. AI surfaces them proactively, without waiting for someone to look.


✦ Free · No Obligation

Ready to Replace Manual Reports with Always-on Intelligence?

Free AI Audit — we assess your current data sources and reporting process, and show you what live AI-powered BI would look like for your business.
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— What We Deliver

Six Capabilities — specific deliverables, measurable outcomes

Not vague AI promises. Specific systems, integrated with your existing tools, with ROI scoped before any development begins.

📊

Live Dashboards — One Source of Truth

Dashboards connecting your CRM, ERP, finance system, web analytics, and operational data — updated in real time. Every team sees the same accurate numbers. No more "which spreadsheet is right?"

🧠

AI Anomaly Detection & Insight Alerts

Continuous monitoring of your key metrics. When something deviates from baseline — revenue, conversion, margin, support volume — AI detects it within hours and alerts the right person with context and suggested action.

📝

Automated Report Generation & Narrative

AI assembles your weekly, monthly, and board-level reports from connected data systems — writing the narrative in plain English, explaining what the numbers mean, and delivering on schedule.

💬

Natural Language Queries — Ask Your Data

"What was our gross margin by product line in Q3, compared to Q2?" — answered in seconds from your actual data, with a chart. No SQL. No BI analyst. No waiting.

🔮

Predictive Signals in Your BI Dashboard

Revenue forecasting, churn risk scores, demand predictions — surfaced directly in your BI dashboards as live signals alongside actuals. Know what's going to happen, not just what has.

🔗

Multi-Source Data Integration & ETL

Connect any combination of ERP, CRM, marketing, operations, and financial systems into a single clean data layer. We handle the ETL — extraction, transformation, and loading — so your dashboards always have fresh, accurate data.


— Use Cases

Real Implementations — Real Numbers

These are live systems we've built for clients. Specific scenarios, specific results.

01

Automated Executive Dashboard — Every KPI, Always Live

+

A single executive dashboard connecting CRM, ERP, finance, and operations data — updated in real time. Executives see actual vs target, pipeline health, margin trends, and AI-flagged anomalies — without asking anyone to pull a report.

💰8 hours/week returned to ops team · Executives always current · Anomalies caught same-day not week-end
// How it works
CEO opens dashboard Monday morning. Sees: MRR £284k (↑14% MoM), pipeline £1.8M (AI confidence 74%), UK conversion anomaly flagged, 14 enterprise upsell opportunities identified by AI. All data live from Zoho, Sage, and GA. No analyst involved.
Power BIMulti-source ETLCRM + ERPAnomaly Engine
02

AI-Generated Monday Morning Brief

+

A two-page operations summary auto-generated every Monday at 7am — revenue vs target, top risks, top opportunities, pipeline health, and operational highlights — written in plain English from your actual data.

💰CEO and leadership team always briefed — without any analyst time · Decision-making cycle 5 days faster
// How it works
"Revenue £284k (+14%). Three risks flagged: UK conversion -22%, 14 churn-risk accounts, COGS compression. Three opportunities: enterprise upsell (£84k ARR potential), Q4 pipeline strong. Recommended actions: review UK pricing page, schedule CS calls this week." — in the CEO's inbox before they arrive.
LLM NarrativeData ConnectorsTemplate EngineScheduled Delivery
03

Sales Pipeline Intelligence — AI-Scored, Real-Time

+

Your CRM pipeline enriched with AI — deal scoring, close probability, at-risk deals, and recommended next actions. Sales leadership sees not just what's in the pipeline, but which deals will close.

💰Pipeline forecast accuracy 88% vs 62% previously · Reps focus on deals AI says will close
// How it works
Pipeline view: 140 open opportunities scored by AI. Top 18 have >70% close probability — highlighted in green. 12 deals flagged at risk (no activity in 14 days). 8 deals recommended for price conversation based on similar won deals. Forecast accuracy improved from 62% to 88%.
CRM IntegrationML ScoringPipeline DashboardDeal Intelligence
04

Financial Reporting Automation — Board Pack in Hours

+

Monthly management accounts, board pack, and variance analysis assembled automatically from your ERP and financial data — formatted to your template, with AI-written narrative explaining the numbers.

💰Board pack 5 days earlier · Finance team day 2 vs day 8 close · Variance commentary auto-generated
// How it works
Finance team: month-end closes on day 2. AI pulls actuals from Sage, compares to budget, calculates variances, identifies top 5 variance drivers, writes the management commentary in your house style, and assembles the board pack. CFO reviews and signs off by day 3 (previously: day 8).
ERP APIVariance AnalysisLLM NarrativeBoard Pack Template
05

Natural Language BI — Ask Your Data Anything

+

Business users query your data in plain English — and get accurate answers with charts, without SQL, without a BI analyst, and without waiting.

💰Non-technical users access data independently · BI team freed from ad-hoc query queue
// How it works
"Show me our top 10 customers by revenue in the last 6 months, which ones have declining order frequency, and what's our gross margin on each." — answered in 8 seconds from CRM and ERP data. Chart and table included. No SQL. No analyst.
LLM QueryData LayerChart GenerationAccess Control
06

Multi-Source Data Consolidation & Single Source of Truth

+

Multiple systems — CRM, ERP, marketing, support, web analytics — consolidated into a single clean data layer with scheduled ETL. One number everywhere. No more conflicting spreadsheets.

💰Single source of truth across all teams · Eliminated "which number is right" debates permanently
// How it works
Before: sales says revenue £280k, finance says £272k, ops says £268k — three different numbers from three systems. After: single data warehouse refreshed hourly from all three systems. One canonical number. Every dashboard, every report, every team — same figure.
ETL PipelineData WarehousePower BIData Quality Checks

— Business Impact

What this delivers for your business

Results clients typically see

8h
Average hours per week returned to finance and operations teams from automated reporting
65%
Faster time-to-insight vs manual reporting processes — decisions made on same-day data
1
Single source of truth — all your systems consolidated, one canonical number everywhere
24/7
Live dashboards — always current, AI-monitoring continuously, anomalies flagged within hours

Connects to every system you already use

Zoho, Salesforce, Sage, Xero, QuickBooks, SAP, Google Analytics, custom databases — we build the ETL pipeline that pulls from every source into one clean data layer. No system replacement required.

AI adds meaning — not just more charts

A dashboard full of numbers tells you what happened. AI-generated narrative tells you what it means, why it moved, and what to watch. The difference between data and intelligence.

Live monitoring — anomalies caught in hours, not weeks

AI monitors your key metrics continuously. When something deviates — a conversion rate drop, a margin compression, a cost spike — it's flagged within hours, not discovered at month-end.

Non-technical users can query the data directly

Natural language queries give every member of the leadership team direct access to data insights — without SQL, without a BI analyst, without waiting for IT to build a report.

Built on Power BI, Tableau, or custom dashboards

We build on the tools your team already knows — Power BI, Tableau, or a fully custom dashboard. No new platform to learn. AI intelligence layers on top of your existing BI investment.

— Engagement Models

Three ways to start — pick what fits your situation

All three include NDA before day one, ISO 27001 certified process, and ROI modelled before any development commitment.

✦ Zero commitment
No cost · No obligation
60 minutes · Remote or on-site
  • We map your current process and pain points
  • Identify top 3 AI opportunities with expected ROI
  • Recommend the right technology approach
  • Deliver a written brief — yours to keep
  • Zero pressure to proceed with us
Book Free AI Audit →
🔄 Ongoing
Monthly · Continuous development
Minimum 3 months · Scales with your roadmap
  • Dedicated AI developer on your roadmap
  • New features scoped and deployed every sprint
  • Continuous monitoring and improvement
  • Monthly ROI reporting — hours saved, tasks automated
  • Scale up or down with 2 weeks notice
— How We Work

From Audit to Live in Four Steps

Every engagement starts by understanding your specific situation — not by proposing technology. ROI is scoped before any code is written.

🔍
01 —

Free AI Audit

We map your current process, identify the top opportunities, and model the ROI — before any commitment.

📐
02 —

Solution Design

Architecture, data flows, integration plan — reviewed and approved by your team before development starts.

⚙️
03 —

Build & Integrate

Built into your existing stack via secure APIs. Tested against real data before go-live. Zero disruption.

📈
04 —

Monitor & Scale

Live with performance dashboards. As your needs grow, the solution scales — no additional resource required.

— Who This Is For

Three Roles, Three Priorities

CEO / Managing Director

You make decisions from weekly reports that are already outdated and monthly board packs assembled two weeks after month-end. AI gives you a live briefing every morning — current data, AI insights, flagged risks.

Monday morning brief auto-generated and delivered
Live dashboard — every metric current, not last week's
Anomalies flagged within hours — not at month review

Finance Director / CFO

Monthly close takes too long. Board pack preparation consumes the finance team. Variance analysis is manual. AI automates the assembly and writes the narrative — your team reviews, not builds.

Month-end close 3–5 days earlier
Board pack auto-assembled and narrative written
Variance analysis and drivers automatically identified

Head of Sales / Revenue

Your pipeline view is static, your forecast is a spreadsheet, and you discover missed targets at month-end. AI scores every deal, flags at-risk opportunities, and gives you a live rolling forecast.

Pipeline scored by AI — close probability on every deal
At-risk deals flagged early — intervention before it's too late
Revenue forecast updated daily from CRM data

— FAQ

Questions we always get asked

What data sources can you connect to our BI platform?

+
Any system with an API or database export: Zoho (CRM, Books, Desk, Analytics), Salesforce, HubSpot, Sage, Xero, QuickBooks, SAP, Oracle, Microsoft Dynamics, Google Analytics, social media APIs, custom-built systems, and flat file sources (CSV, Excel). We build the ETL pipeline that pulls from every source on a defined schedule and consolidates into a single clean data layer.

Do we need Power BI or Tableau already?

+
No — we can build on Power BI, Tableau, or a fully custom dashboard, depending on your preference and budget. If you already have Power BI licences, we build on top of your existing investment. If you're starting fresh, we recommend the right platform for your use case. We've built on all three and will recommend based on your specific situation.

What does "AI-powered" mean for a BI dashboard?

+
In practical terms: AI anomaly detection that monitors your metrics continuously and alerts when something deviates from baseline; AI narrative generation that writes the commentary explaining what the numbers mean; natural language querying that lets non-technical users ask questions in plain English; predictive signals showing forecast and risk alongside actuals; and automated report assembly that builds and delivers reports on schedule from connected data.

How long does it take to build a live BI dashboard?

+
A focused dashboard — one business area, 3–5 data sources — typically takes 4–8 weeks from discovery to live. A full multi-department BI platform with ETL, anomaly detection, automated reporting, and natural language queries runs 10–16 weeks. We scope specifically after the AI Audit based on your data sources, quality, and requirements.

What if our data quality is poor?

+
This is one of the most common challenges we encounter. Poor data quality produces unreliable dashboards — which is worse than no dashboard. We always include a data quality assessment in the AI Audit. Where data quality issues exist, we build data cleansing and validation into the ETL pipeline, and flag where human intervention is needed before data goes live. We're honest if your data needs significant remediation before AI intelligence is viable.

Can non-technical users really query the data in plain English?

+
Yes — with appropriate guardrails. Natural language BI works well for most business questions: revenue queries, customer queries, pipeline questions, operational KPIs. It works less well for very complex analytical queries involving multiple joins and aggregations. We scope what's achievable for your specific data model during the AI Audit and set realistic expectations about query capability.
— Client Voices

What Clients Say About Working With Us

★★★★★
"Quite possibly the best programming team on the planet. Went WAY above and beyond without charging more. Will HIGHLY recommend to anyone. Will definitely use again."
C
Chris
United States
★★★★★
"Infomaze is the best technology partner any business could ask for. They go above and beyond. I will never switch to any other company — may your success be our success!"
S
Salvatore
Europe
★★★★★
"Gaj and the team have completed projects across several of my businesses for many years. The result is always outstanding. Communication excellent, always on time."
O
Overlander 4WD Hire
Australia · 10+ year client

Ready to stop building reports and start reading insights?

Start with a free AI Audit. We'll assess your current data sources and reporting process, and show you what live AI-powered BI would look like — before any commitment.

🤖
AI Workflow Automation
Eliminate manual bottlenecks end-to-end
💬
AI Chatbots & Agents
Custom assistants trained on your data
🔮
Predictive Analytics
Churn, demand & anomaly detection
🔗
LLM & RAG Integration
Embed AI into your applications
📄
Document Processing
Extract and route data automatically
📊 BI Practice
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