Your Strategic Partner for Enterprise Planning and Analytics
Implementations, managed services, and embedded expertise for every stage of your data journey.
Our technologies
Service Models Designed for Long-Term Success
Implementation Program
End-to-end delivery of enterprise analytics and planning solutions with Fabric and Acterys.
Co-designed with your team to tailor solutions to your goals and processes.
Clear project phases, success criteria, and executive-level visibility at every step.
Trusted by enterprise finance teams for mission-critical planning and reporting.
Managed Services
Fully managed services from the team who built your solution, for Planning, Reporting, and Data Excellence.
Proactive monitoring, maintenance, and tuning for smooth operations.
Issue resolution and support from the same experts who built your solution.
Ongoing enhancements based on evolving business needs—not just bug fixes.
Embedded Data Team
Retainer-based services to keep your planning and analytics initiatives moving—with the team you trust.
Dedicated experts embedded in your team provide continuity and momentum.
Center of Excellence (COE) structure to scale best practices organization-wide.
On-demand access to senior consultants without the cost of full-time hires.
Proven Process Designed for Partnership and Execution
A structured delivery model that keeps you aligned, informed, and supported by combining expert advisory, collaborative design, and white-glove execution in one seamless process.
Define the Vision and Align on Outcomes
Our discovery process goes beyond gathering requirements—we help you articulate the outcomes that truly matter. Through expert advisory and exploration of what's possible with Power BI, Fabric, and Acterys, we co-create a roadmap that aligns technology with business impact.
We bring structure, ask the right questions, and ensure every stakeholder is aligned before a single line is built.
Co-Design the Solution with Confidence
We don’t disappear into a black box. Instead, we work side-by-side with your team to design the end solution. Using wireframes and visual mock-ups, we make the future state tangible—so your team can validate, refine, and take ownership early.
Every design decision is intentional, practical, and aligned with the business outcomes defined in discovery.
Structured Execution with Full Visibility
Our delivery is milestone-driven, transparent, and highly organized. We manage timelines, track dependencies, and communicate proactively through regular updates and a dedicated client portal.
Your team always knows what’s happening, what’s needed from them, and what’s next. Testing and UAT are fully supported to ensure nothing slips through the cracks.
Roll Out with Confidence—and Stay Supported
We support go-live with care and precision, including phased rollout plans, white-glove hypercare, and user adoption support.
Our goal isn’t just to launch—it’s to ensure your team is ready, confident, and empowered to succeed. From training to feedback loops, we stay close to your team as the solution moves into real-world use.
Purpose-Built Solutions for Industry Challenges
We bring proven solutions to common reporting and planning challenges—you recognize the problems, we’ve already solved them.
Construction
Project-based accounting, WIP schedules, job costing, project-level P&Ls.
Manufacturing
Production planning, inventory optimization, cost center analysis, variance tracking.
Consumer Goods
Demand forecasting, trade promotion analysis, margin breakdowns by product/channel.
Healthcare
Provider revenue cycle management (RCM), patient throughput, cost per case/service line, financial consolidation.
Gov’t Contracting
Cost pool allocations, indirect rate tracking, project burn reports, contract profitability.
Software & SaaS
ARR/MRR reporting, churn analysis, sales pipeline-to-cashflow forecasting, cost of delivery.
Industrial Services
Technician utilization, job profitability, recurring service forecasting, backlog visibility.
Energy & Utilities
Asset-level performance, O&M budgeting, regulatory reporting, capital project tracking.
What our clients are saying
As the CEO of a healthcare company, Advaita Health Ventures, I can confidently say that the FP&Automation team have revolutionized our decision-making processes. Through their expertise, we now leverage real-time data to enhance both our financial performance and patient outcomes. Their deep understanding of interoperability has been a game-changer, allowing us to redesign our processes with greater efficiency and significantly reduced leakage.
Power BI is a powerful FP&A tool that allows us to do planning, combine data from multiple sources and create a unified view of financial and operational data, enabling comprehensive analysis and insights. Just like any other tool, we can only use it if we know how to. FP&Automation helped us fill this gap by training me and my team to learn the basic. They customized the training program that fit our goals and helped us understand and become familiar with the dataset. The hands-on training and interactive engagement made it an exciting experience for all of us. We learned a valuable skill. Thank you, FP&Automation!
We've experienced a transformative journey with FP&Automation, whose expertise in automation shifted our business from tedious, time-consuming tasks to efficient, automated processes. Their assistance allowed us to increase our speed and accuracy, improving our overall working environment. We've seen a rise in productivity and morale, as our team can now focus on strategic initiatives. FP&Automation has truly revolutionized our operations and working culture. We unequivocally recommend them to any organization looking to streamline and automate their business processes.
The FP&Automation team has helped Lodestar supercharge its FP&A game, by helping build out several valuable, and detailed reports in Power BI and SQL. Their ability to data science and finance in a way that delivers fast, accurate and highly valuable insights means that I'm able to provide better quality to my clients with minimal effort, meaning I spend less time modelling and more time focused on strategy. FP&Automation go above and beyond to support their client's needs, are highly professional, and are generally a pleasure to work with. I would recommend FP&Automation to any business seeking the highest quality professionals to guide them on best-in-class automation and data solutions.
What makes us different
One-size-fits-all solutions
Narrow Scope: Focus on technical asks, not business goals
Junior Staff: Rotating teams with limited platform knowledge
Template-Based: Standardized, inflexible approaches
Not Built to Last: Struggles to scale or evolve
Limited Support: Teams left alone after delivery
Opaque Process: Clients manage coordination
Enterprise-grade solutions
Co-Designed: Solutions aligned with business goals
Senior Consultants: deep expertise with our tech stack
Fully Customized: Custom, yet fast, high-impact delivery
Built to Evolve: Flexible and scalable under change
White-Glove Support: Rollout to long-term success
Client Enablement: We make lives easier, not more complicated
Let’s Talk About What’s Possible
Tell us where you’re trying to go—
we’ll show you what’s possible and how to get there.