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BUSINESS DATA & AI PLANS

We help businesses improve their performance through data insights, AI, and automation

  • Business Data & Dashboard Setup

    25 000Kč
    Every month
    i. Power BI setup and integration with key business systems (e.g., accounting, payments, CRM) ii. Custom dashboards tailored to business needs (revenue, costs, margins, trends) iii. User training
     
    • Your bussiness data
  • AI Agents for Finance & Operations

    22 000Kč
    Every month
    i. Automate repetitive tasks in accounting, marketing, operations, or admin work. ii. Catch problems in real time like overspending or profit drops iii. No more checking numbers or reports by hand.
     
    • AI Assistants
  • Business & Investor Reporting Automation

    20 000Kč
    Every month
    i. Automated investor reports ii. Weekly/monthly review reports (WBR, MBR, QBR) iii. Integration with actuals & forecasts models for budgeting, fundraing, exit, among others
     
    • Reporting Automation

Book a Free Consultation Now
Get Solutions In 24h

Call / WhatsApp: +49 17632645807

Email: dfm@davidfmoreira.com

CFO-As-A-Service / Fractional Executive

Business Data | Fundraising | FP&A | Turnaround 

Get a Free Quotation Tailored to Your Business

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