Your dashboards,
rebuilt in weeks
Replaces Power BI, Tableau, Looker and Salesforce reporting.
- From $750/moUp to 5 users
- From $3,500/moUnlimited users
- Free setupOn a 12-month plan
Finance overview. Billing, bank, and CRM tied into one number, with the plan drawn on every chart.
100+ dashboards later
letssubmit
N'we Jinan
Foyer Portal
Exact Balance
Prêt Rapide
darcee
Merchant Recon
Pathway AI
letssubmitN'we JinanFoyer PortalExact BalancePrêt RapidedarceeMerchant ReconPathway AIIt's pretty clear to me that this solution has allowed us to dramatically increase our reporting velocity and draw additional insights to our Board.
Todd, Finance executiveVenture-backed US marketplace, 300+ employeesJohnny moved hundreds of our Power BI reports over and wrote up where every number comes from. We had never had that.
Kim, Operations executiveUS consumer lender, hundreds of reports off Power BIThe way Johnny understood our data was eye-opening. He read our operations holistically, from the financial, risk, and customer side at once. I would 100% recommend him.
Jérôme, Card products executiveTop-tier Canadian bankHow it works
-
30 min
A call
We look at what you use and where the numbers live. No reports yet? We build from scratch. Not a fit? You hear it on the call.
-
1 to 4 weeks
We build it
You review and approve.
-
Moving forward
We run it
Hosted, refreshed, and watched. On the Hosted and evolving plan, up to 8 hours of changes a month are included.
Bank-level security
We connect to your data where it already lives, or set up a secure environment for it. We follow your security policies.
Case study
How a B2B lending company left Power BI in three weeks
-
12days
Kickoff to live
-
53 to 4
Pages organized into 4 sections
-
$0
Seat licences to read a report
-
1:1
Legacy figures matched before sign-off
Before4 workbooks, 53 pages
After1 app, 20 tabs
- SalesDealsPipelineBrokersObjectivesRenewals
- MarketingLeadsCampaignsSourcesSMS sync
- OperationsDisputesBranchesTeamQualityAging
- Finance & adminFundingCollectionsForecastPayoutsAdminExports
- Every reader needed a licence
- Logic buried in DAX and Power Query
- Nobody could point to where a number came from
- Unlimited readers, role-based access
- Every measure documented with its source query
- One definition per number, refreshed hourly
Pricing
Hosted
From $750/month
Up to 5 users
One-time setup from $2,500, scoped on the call.
For a small team that wants its numbers in one place.
- Up to 5 users
- Up to 2 data sources
- Dashboards agreed at build, hosted and monitored
- Full documentation
- A monthly call to review the numbers
- Changes billed by the hour
Hosted and evolving
From $3,500/month
Unlimited users
$2,500 setup waived on a 12-month plan.
For teams whose questions change every month. The dashboard changes with them.
- Everything in Hosted
- Unlimited users
- Up to 5 data sources
- Up to 8 hours of changes a month: new charts, tabs, and rules
- A weekly call to review the numbers
- Replies within 1 business day
Prices in USD, card on file, billed at the start of each cycle. New data sources or reporting areas are quoted separately.
Book a live demo
A team of roughly 45 engineers, analysts, and operators in New York and Montreal, building reporting for lenders, banks, and fast-growing companies.
We kept rebuilding the same dashboards for teams paying for BI tools nobody could operate, so we made it the product. On the call you talk to the people who will build and run your dashboards.
johnny@johnnychen.co