InsightEngine — Real-Time Business Intelligence Dashboard
Unified AI analytics platform for a mid-market financial services company.
Meridian Financial Services had critical business data scattered across 6 different platforms. Monthly reporting required 3 full days of manual data aggregation and was often out of date before it reached leadership.
Solution
- Data integration layer connecting Salesforce, QuickBooks, HubSpot, Google Analytics, and two proprietary systems
- Real-time dashboard updated every 4 hours with KPIs across revenue, pipeline, and marketing
- AI anomaly detection that flags unusual patterns and sends alerts to the right team
- Automated weekly executive brief generated every Monday at 7am
Results
- Reporting time reduced from 3 days to zero manual effort
- Two revenue-impacting anomalies detected and addressed in the first 60 days
- Leadership decision-making cycle shortened from 2 weeks to same-day