Financial Analytics That Reduce Risk and Grow ROI
AI & Business Intelligence Services for Finance Teams
Today’s finance leaders are expected to do more than just close the books. You need to forecast with precision, reduce risk, improve cash flow, and guide the business forward while juggling disconnected systems and constantly shifting priorities.
- Lead with Clarity, Not Spreadsheets. Connect your ERP, CRM, and operational platforms into one unified view your team can trust.
- Forecast With Confidence in Real Time. Leverage AI-powered models to predict cash flow, margins, and risk with greater accuracy.
- Drive Alignment Across Departments. Share live KPIs across finance, operations, and leadership to keep everyone moving in the same direction.
Trusted by more than 1,000+ companies around the world
Common Questions
What You’re Probably Asking Right Now
Even the most experienced finance leaders find themselves stuck asking these kinds of questions every month:
- Why are there three different versions of our numbers?
- Why did our margins drop last quarter?
- Which teams or initiatives are actually delivering ROI?
- Why is our reporting always delayed or missing context?
- Where is cash getting tied up and how do we fix it?
If any of these questions sound familiar, you’re not behind. You’re just missing a connected system that puts the full picture in front of you.
FreshBI helps finance teams get out of reactive mode and into a position of clarity and control.
The Challenge
Modern Finance Teams Need Accuracy, Speed, and Alignment to Lead
Your Reports Are Slow and Incomplete
When financial data is spread across spreadsheets, accounting tools, and disconnected departments, reporting becomes a game of catch-up. You lose time chasing numbers, filling gaps, and answering questions you weren’t prepared for.
You Can’t See the Whole Picture
You may have ERP data in one place, CRM activity in another, and budget inputs from multiple departments. Without a single view of your revenue, costs, and performance drivers, it’s impossible to plan or act with confidence.
You’re Expected to Guide Strategy Without the Tools
The business depends on finance to model outcomes, forecast risk, and drive growth. But when you lack predictive analytics and real-time dashboards, your insights are delayed and your decisions are based on lagging indicators, not leading ones.
Our Solution
One Connected Platform. Visual Dashboards. Predictive Models That Finance Teams Trust.
Data Platform Architecture
A Unified Data Platform for Full Financial Visibility
FreshBI connects your ERP, accounting system, CRM, and operational tools into one streamlined platform. No more version control issues or siloed insights—just clean, reliable data you can act on.
With our Data Platform Architecture, FreshBI brings all your systems together into one reliable source of truth. You’ll be able to:
See the Full Picture in One Place
Track company-wide financial health with confidence. Instantly slice and filter revenue, expense, and margin data.
Support Leadership With Confidence
Build a live financial hub that informs your CEO, COO, and board with the metrics that matter most.
Keep Your Stack, Improve Your Insight
We don’t replace your existing tools—we connect them, so everything works together with fewer gaps and fewer delays.
Dynamic Dashboards
Visual Dashboards That Support Fast, Confident Decisions
Finance teams don’t just need reports—they need visual clarity during meetings, in boardrooms, and throughout daily operations. FreshBI dashboards are designed for finance professionals who lead.
FreshBI’s Power BI Dashboards are custom-built for finance teams. They transform real-time data into visual dashboards your team can actually use.
Track Cash Flow in Real Time
Monitor liquidity and working capital as it moves, not after the fact.
Drill Into Key Metrics on Demand
Compare forecast versus actuals, examine profitability by product or region, and identify risks before they grow.
Save Time and Eliminate Reporting Bottlenecks
Empower your team to get fast answers with clean visuals instead of scattered spreadsheets.
AI & Machine Learning Models
Predictive Models That Help You Plan Proactively
Most forecasts rely on outdated data and disconnected assumptions. With our AI & Machine Learning Models your team can use machine learning models trained on your real business activity.
Predict Cash Flow Before It Becomes a Problem
See when shortfalls may occur and make adjustments before they impact your business.
Spot Risky Clients and Deals
Identify delayed payments, churn signals, and anomalies in behavior using live data.
Model Best and Worst Case Scenarios
Run scenario modeling with real-time inputs, helping leadership plan for growth and protect against volatility.
The Results
Faster Insights. Smarter Forecasts. Stronger Financial Control.
Get Real-Time Visibility Into Financial Health
Forecast With Accuracy and Confidence
Reduce Time Spent on Manual Reporting
Align the Entire Business Around Finance
More Business Solutions
FreshBI Business Solutions for the Healthcare Industry
Cash Conversion Cycle Solution
Get Clarity Across With FreshBI’s the Cash Conversion Cycle Solution!
You can be profitable on paper and still cash-starved in real life. That’s the problem with disconnected finance.
With our Cash Conversion Cycle Solution, we make it easy to see:
- How long it takes to turn investments into cash.
- Where money is stuck - in inventory, receivables, or delays.
- How supplier terms, delivery time, or client behavior affect liquidity.
- What actions will shorten the cycle and free up working capital.
Business Intelligence Consulting & Training Services
Business Intelligence Consulting for Financial Teams and Professionals
One of the biggest challenges in any growing company is alignment. Sales run their own numbers. Operations run theirs. Finance gets stuck cleaning up the mess. FreshBI helps unify teams around shared, finance-backed data.
With Business Intelligence Training, we train your staff to read, use, and apply your data in real life. It’s not just theory – it’s real-world coaching on your own systems.
And with Business Intelligence Consulting, we help you:
- Create cross-functional dashboards with live financial inputs.
- Set smart KPIs for marketing, ops, and product that align with profitability.
- Give leaders across departments access to the same up-to-date numbers.
- Eliminate duplicate reporting and manual data reconciliation.
Speed. Precision. Results.
Your Solution - Delivered in Just Three Weeks!
Step 1: Discover & Define
We start by identifying roadblocks, mapping data sources, and aligning KPIs with your goals. This helps you understand your key business challenges and uncover untapped opportunities so you can develop strategies that lead to fast tangible results.
Step 2: Integrate & Configure
We seamlessly implement solutions that empower your organization. Our team connects your data systems to create a single source of truth. You get real-time updates that will help you make key decisions faster with accurate, reliable data.
Step 3: Build & Customize
We design and build a powerful data system using data platforms, dashboards, and AI for your business. We help you track your operational efficiency and KPIs, and help you optimize your business for ROI and scale.
Step 4: Empower & Support
We’re with you every step of the way so you can maximize your new data assets. Our training and tools will help you stay ahead as your business scales. We transform your data into business strategy so that you can make confident decisions, grow smartly and reach your sales potential.
More Business Solutions
Let’s Make Your Numbers Work Harder
You’re already tracking the numbers. Now it’s time to put them to work – faster, smarter, and with less risk.
Start the conversation with FreshBI today. We’ll show you how to unify your data, forecast with clarity, and become the finance team everyone can rely on.
Testimonials.
Our Success Stories in Business Intelligence & AI Consulting
AI & Business Intelligence Solutions For Any Industry
Retail & E-commerce
Boost your bottom line by tracking sales lift in real time, optimizing product performance and staying ahead of shifting consumer trends. Drive success online and in-store with insights designed to maximize your sales potential.
Manufacturing
Forecast demand with precision, streamline production schedules and keep your supply chain running like clockwork. Use predictive analytics to align inventory with sales and use every opportunity for efficiency.
Healthcare & Pharmaceuticals
Win patient loyalty and drive revenue with data that works for you. Analyze outreach effectiveness, forecast product performance and gain trusted insights to grow your business with confidence.
Finance & Insurance
Turn data into decisions that pay off. Master the game of lead generation, customer acquisition and financial offerings by pinpointing the marketing efforts delivering the highest ROI.
Hospitality & Travel
Make every season a win. Stay ahead of trends with real-time intelligence, fine-tune campaigns for maximum impact and keep your booking calendar full.
Download a Sticky Business E-Book
Transparent, Simple Pricing.
No surprises, just clear value.
PLAN ANNUALLY
$77,000
/Year
We Bring Your 12-Month BI Vision to Life with Instant Scalability.
- Embedded Business Consulting
- Ontology 1st Design
- Data Centralization and Governance
- Agentic Use Case Design and Deployment
- Beautiful Dashboards
- Data Platform Architecture
- Data Platform Implementation
- Team Enablement in AI and BI
- Process Design and Automation
- Data Modelling in Excel
PLAN MONTHLY
$7,000
/Month
FreshBI’s solution includes a setup process and a straightforward monthly subscription fee.
- Embedded Business Consulting
- Ontology 1st Design
- Data Centralization and Governance
- Agentic Use Case Design and Deployment
- Beautiful Dashboards
- Data Platform Architecture
- Data Platform Implementation
- Team Enablement in AI and BI
- Process Design and Automation
- Data Modelling in Excel
- Embedded Business Consulting
- Ontology 1st Design
- Data Centralization and Governance
- Agentic Use Case Design and Deployment
- Beautiful Dashboards
- Data Platform Architecture
- Data Platform Implementation
- Team Enablement in AI and BI
- Process Design and Automation
- Data Modelling in Excel
PLAN ANNUALLY
~1 Bitcoin
/Year
We Bring Your 12-Month BI Vision to Life with Instant Scalability.
Your Questions, Answered.
Frequently Asked Questions
Power BI, Microsoft’s flagship business intelligence tool, turns raw data into dynamic visuals, interactive dashboards and actionable insights. It empowers online businesses to predict trends, make informed decisions and drive measurable growth.
FreshBI unites your data on a real-time platform with customizable dashboards, AI-driven analytics and predictive insights. These powerful tools help you make faster, smarter, data-powered decisions.
Absolutely! FreshBI integrates seamlessly with your CRM, ERP and other data systems, streamlining workflows and centralizing data, without disrupting your current operations.
Your data is safe with FreshBI’s top-tier encryption, secure access controls and compliance with industry-leading data protection standards.
From tailored dashboards and reports to custom data fields and AI models, FreshBI has the ability to fully adapt to your business’s unique needs.
FreshBI’s rapid deployment ensures most businesses are fully operational within weeks, thanks to seamless integration and expert support.
We offer flexible, scalable pricing tailored to your business’s size, needs and support requirements. Contact us for a customized quote.
Absolutely! FreshBI scales effortlessly with your business, accommodating growing data, users and advanced features as you expand.
Turn Transactions Into Relations - Start Building the Unbreakable Retention Fortress Today
