Embedded Analytics for Financial Services
From Scattered Pipelines to Unified Marketing Intelligence
Your Growth, Our Mission
+65%
ROI Boost
50+ Projects Delievered
Finsights AI provided financial reporting services to multiple clients. But they had no technical team everything ran on manual processes and custom reports.
What was actually broken
Comprehensive solutions for business success.
No technical team or data ownership
Custom reports in Power BI built manually for each client
No data ingestion pipeline — everything was manual Excel management
No data quality or consistency controls
Manual exports from QuickBooks for every reporting cycle
Reporting was compensating for missing infrastructure
Problems We Solved:
What we built for them:
Unified Data Ingestion Layer
We implemented a multi-tool ingestion using Fivetran and Custom Python code in Airflow
Full-Stack Analytics Application
Developed custom application with onboarding, multi-tenant data models, in application chat service
Transformation Layer with dbt
Implemented DBT for Data warehousing and test case generations
LLM Inference
AI powered commentary generation for Daily,Weekly insights
Tools We Implemented
Semantic modeling + Warehousing
Managed Data Load
Data Visualisation
Services Used
Solved These Challenges
