EngineBI
EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business intelligence, and industry benchmarking in one intuitive tool. EngineBI connects directly to QuickBooks Online and automatically organizes your financials in a way that matches how service firms operate. Instead of generic reports, EngineBI provides real-time visibility into the metrics that matter most for decision-making—revenue growth, profit margin, and free cash flow—through clear visuals, written insights, and the CPR Score, a proprietary scorecard that tracks a company’s performance across Cash, Profit, and Revenue. With EngineBI, you can build detailed budgets, run forecasts, track performance to plan, and compare results to industry benchmarks. It helps owners, operators, and CFOs understand not just what is happening, but what should happen next. Whether you're managing cash, optimizing margins, or planning for growth, EngineBI turns your financial data into a strategic advantage. Let me know if you'd like this tailored further for specific audiences, like marketing agencies or consulting firms.
Average Rating: 4.8/5.0
Total Reviews: 10
How Do G2 Users Rate EngineBI?
- Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
Who Is the Company Behind EngineBI?
- Seller: EngineBI
- Year Founded: 2020
- HQ Location: Chicago, US
-
Twitter: @RamsayInno
35 Twitter followers -
LinkedIn® Page: www.linkedin.com
22 employees on LinkedIn®
Who Uses This Product?
- Top Industries: Marketing and Advertising
- Company Size: 60% Small, 40% Medium
What Do G2 Reviewers Say About EngineBI?
AI-generated summary from verified user reviews
Pros
- Users value the seamless data aggregation in EngineBI for comprehensive P&L insights, eliminating the need for spreadsheets.
- Users value the consolidated P&L information in EngineBI, enhancing visibility and reducing reliance on spreadsheets.
- Users appreciate the ease of use of EngineBI, streamlining P&L information management and reducing reliance on spreadsheets.
- Users value the Excel integration of EngineBI, which consolidates P&L info and streamlines revenue tracking.
- Users value the consolidation of P&L information, eliminating spreadsheets while providing clear revenue insights by client.
Cons
- Users find difficult navigation initially challenging, requiring time to set up before enjoying the tool's benefits.
- Users find the difficult setup challenging initially, requiring time before fully benefiting from EngineBI's features.
- Users report navigation issues initially, requiring time to get accustomed to EngineBI's interface.
- Users find the poor navigation of EngineBI frustrating initially, but appreciate its benefits once they adapt.
What Are Recent G2 Reviews of EngineBI?
"Invaluable tool to run your firm profitability and effectively"
Rating: 5.0/5.0 stars
— Michelle K.
"Gave me the clarity and control I needed to be consistently profitable"
Rating: 5.0/5.0 stars
— Carlos C.

