INSIGHT
🤖 AI-Powered Analytics

From raw data to
strategic intelligence.

We design and deploy machine learning models and business intelligence dashboards that transform your financial data into predictive, actionable insight. Stop looking at what happened. Start seeing what's coming.

Book an Analytics Demo → Request a Proposal
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BI Dashboards

Real-time Power BI, Tableau, or Looker dashboards connected to your accounting software

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Cash Flow Forecasting

ML-powered 13-week and 12-month cash flow predictions with scenario modelling

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Revenue Intelligence

Customer lifetime value, churn prediction, and cohort revenue retention analysis

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Anomaly Detection

Automated flagging of unusual transactions, expense outliers, and fraud signals

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KPI Automation

Automated weekly KPI reports delivered to your inbox or Slack channel

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Custom ML Models

Bespoke machine learning models trained on your own financial and operational data

Power BITableauLooker Studio Python / PandasSQLBigQuery dbtQuickBooks APIXero API
Real-World Applications

Analytics built for how
US businesses actually work

Every industry has unique data patterns and insight needs. We don't deploy generic dashboards — we build analytics infrastructure tailored to your business model and the decisions your leadership team makes weekly.

SaaS & Technology

SaaS Metrics Command Centre

A live dashboard tracking MRR, ARR, CAC, LTV, NRR, churn, cohort revenue retention, and Rule of 40. Automatically updated from Stripe and your CRM. Includes forecasted MRR for the next 12 months using a cohort-based ML model.

MRR/ARR TrackingChurn PredictionLTV/CAC
E-commerce & Retail

Retail Financial Intelligence

Inventory-adjusted P&L, SKU-level profitability, customer acquisition cost by channel, repeat purchase rate, and seasonal cash flow forecasting. Integrated with Shopify, Amazon Seller Central, and QuickBooks simultaneously.

SKU ProfitabilityInventory AnalyticsChannel ROI
Professional Services

Utilisation & Revenue Analytics

Billable utilisation tracking by team member, project profitability analysis, client concentration risk monitoring, and revenue pipeline forecasting. Integrates with Harvest, Toggl, or your time-tracking system of choice.

Utilisation RateProject P&LRevenue Pipeline
Manufacturing & Distribution

Operations Financial Dashboard

Cost of goods breakdown, gross margin by product line, working capital cycle analysis, accounts payable/receivable aging, and cash conversion cycle optimisation. Real-time variance analysis against budget with automated alerts.

COGS AnalysisMargin by SKUCash Cycle
Our Build Process

From data to dashboard in 2 weeks

01

Discovery & Data Audit

We map all your data sources — accounting software, CRM, payment processors, spreadsheets — and identify the KPIs most critical to your decisions.

02

Data Pipeline Build

We build automated ETL pipelines that pull, clean, and normalise your data into a central warehouse — updating in real time without manual intervention.

03

Dashboard Design & ML Models

We design your dashboard UI with your team and deploy any machine learning models (cash flow forecast, churn prediction) agreed in discovery.

04

Handover & Training

We deliver the live dashboard with full team training, documentation, and a 30-day support period. Ongoing managed analytics services available.

See what your data is really telling you

Book a free analytics demo. We'll pull a sample of your financial data and show you live what an Exelix-built dashboard looks like for your specific business.

Book Free Demo → Request a Proposal