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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 000KčEvery monthi. 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 000KčEvery monthi. 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 000KčEvery monthi. 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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