Pulls all our P&L info in one place and removes the need for spreadsheets. Great view of revenue by client to ensure you mitigate your concentration risk.

I highly recommend Engine BI if you're a professional services firm that wants more clarity from your financial data and to improve your forecasting and data-driven decision-making capabilities. The platform is built for professional services firms, with specific KPIs tailored for how we work. You can easily make business decisions based on real financial data, including when to hire, whether to invest in a new marketing initiative, what service lines are the most profitable, etc. This customization and focus on KPIs is what makes this software truly valuable.

EngineBI is user friendly, boasting an "Excel" like interface that allows for easy data entry and analysis. With the support of the team at EngineBI, we were able to implement the tool quickly, uploaded our current year budget and are creating quarterly forecasts and performing analysis on our data on a regular basis.