YOUR BUSINESS DATA. ONE INTELLIGENT AGENT.

Build AI that
knows your business.

We bring together the data scattered across your systems, reports, and documents—then turn it into agentic AI that understands your business and helps your team act with confidence.

Build your business agent See how it works
Grounded in your real data.Designed around your workflows.
DF / BUSINESS INTELLIGENCE LAYER AGENT READY
YOUR TEAM ASKS

“Which customer accounts need attention this week, and why?”

Your agent answers with business context.

It connects account history, open invoices, support activity, and your priorities—then recommends the next action.

Understands contextReasons across systemsHelps work get done
Give your AI the full story of your business
Accounting+CRM+Operations+Spreadsheets

BUILT AROUND THE WORK YOU NEED DONE

Start with the problem
costing you the most.

One recurring report. A margin you can’t explain. Numbers that never agree. We build a practical way forward.

Hands annotating printed spreadsheet reports next to an open laptop on a wooden desk
01 / AUTOMATEA focused starting point

Reporting Automation
Sprint

Get your weekly or monthly reporting out of the copy-and-paste cycle.

  • Connect the agreed data sources
  • Standardize calculations and checks
  • Schedule refreshes and report delivery
  • Document the workflow for your team
Let’s automate your report
A person working at a laptop that displays a revenue trend line and a margin breakdown chart
02 / UNDERSTAND

Revenue & Margin
Intelligence

See how sales, delivery, and costs connect to the money your business keeps.

  • Revenue and margin by location or service
  • Pipeline, conversion, and sales trends
  • Actuals against agreed targets
  • Clear definitions behind every KPI
Get a clearer financial picture
Three colleagues reviewing results together around a table with a laptop and a tablet
03 / KEEP IMPROVING

Managed
Analytics

Keep your reporting useful as systems, teams, and business questions change.

  • Pipeline and refresh monitoring
  • Reporting fixes and improvements
  • A prioritized analytics backlog
  • Ongoing support and documentation
Build an ongoing partnership

Messy data? Start at the foundation.

Data cleanup, source mapping, and consistent metric definitions make reporting dependable—and prepare the groundwork for future AI projects.

Discuss your data

02 / DATA ENGINEERING THAT HOLDS UP

Build the foundation.
Trust what runs on it.

When data lives across operational systems, spreadsheets, and cloud platforms, reporting is only as reliable as the pipeline underneath it. We design and improve the path from source to decision.

FROM SOURCE TO DECISION

One dependable flow for the data your business relies on.

Bring scattered sources together, automate repeatable work, and deliver clean, documented datasets to dashboards, operations, and AI use cases.

System integrationWarehouse & lakehouse buildsCloud migrationPipeline modernizationdbt data modelingBI-ready datasets
Discuss your data platform Fixed-scope projects and ongoing engineering support are quoted after discovery.
YOUR DATA FLOWDesigned around your existing stack

Sources

CRM · ERP · files

Pipelines

Ingest · transform

Data platform

Warehouse · lakehouse

Decisions

BI · operations · AI

✓ Automated✓ Tested✓ Documented✓ Monitored

WE WORK WITH

BUSINESS AI, GROUNDED IN YOUR DATA

An AI agent that knows how your business works.

We can create a private business AI agent that works with your approved company data, terminology, and processes—so your team can ask real questions and get answers tied to the information you trust.

Explore a business AI agent
YOUR BUSINESS AGENTBuilt for your team
ASK

“Which locations missed margin target last month, and what changed?”

ANSWERED FROM APPROVED BUSINESS DATA

Compare performance, trace the drivers, and link back to the source—without searching through reports and spreadsheets.

✓ Permission-aware✓ Source-grounded✓ Human-reviewed
01

Ask across your data.

Give teams a conversational way to explore reporting, operations, policies, and internal knowledge.

02

Turn answers into action.

Summarize changes, prepare recurring updates, and guide approved workflows with clear review points.

03

Keep control.

Define which sources the agent can use, who can access it, and where a person must approve the next step.

EXPLORE DATA FORGE IN TABLEAU

Your next decision,
in a clearer view.

Explore our published dashboards. Use the report’s filters and navigation to look closer at the numbers.

Open report in Tableau

Service Industry Analytics

Explore revenue, gross margin, service performance, and branch-level reporting.

Loading interactive report…

On a smaller screen, scroll within the report or open it in Tableau for more room. View all reports on Tableau Public ↗

ONE BUSINESS. TOO MANY VERSIONS OF THE TRUTH.

Built for the people
who own the numbers.

For growing small and midsize businesses whose reporting has become a job of its own.

An operations professional reviewing shipping paperwork at a workstation

FOR OWNERS, OPERATORS & FINANCE LEADS

See which locations
are really performing.

Bring sales, bookings, staffing, and accounting into a consistent view. Compare branch performance without assembling a new spreadsheet every week.

Location P&LLabor efficiencyCapacity

Useful for field service groups, clinics, fitness operators, and other businesses with repeatable operations.

A SMALL START. A CLEAR PATH.

From “can we trust this?”
to “here’s what’s next.”

We handle the connections, data modeling, Tableau reporting, and upkeep. Your team helps define what a useful answer looks like.

Colleagues discussing work around a laptop in a bright office
01

Pick the first win.

Map the report, its sources, and the decision it supports. Agree on scope and a measurable success criterion.

02

Connect and validate.

Build the workflow and reconcile the numbers with your team before replacing the existing process.

03

Launch and keep it useful.

Give your team access, documentation, and a clear handoff. Add managed support as your needs grow.

Practical delivery, clear expectations.Timing depends on source access, data quality, and scope. We confirm milestones before work starts.

WORK WITH DATA FORGE

Buy a useful outcome.
Build from there.

Scope reflects the systems, complexity, and ongoing care your business needs.

Your proposal separates setup, ongoing service, and any software or connector costs. Delivery and support commitments are agreed for your scope.

BEFORE WE TALK

A few good
questions.

Can we start with one report?

Yes. A recurring report with clear inputs and an agreed owner is a practical first project. We define success around the work it removes and the decisions it supports.

Do we need to replace our existing systems?

We start with the tools and data you already have. Source access, connector availability, and data quality determine what can be connected and what needs preparation.

What if our data is messy?

We map the sources, reconcile key numbers, and document the rules before building on them. Cleanup can be scoped as a separate first step when needed.

Do you build AI agents?

Our core offering is dependable reporting, data pipelines, and managed analytics. For AI-related requests, we first assess the use case and data readiness, then confirm feasibility and scope before proposing a solution.

How will our team access its reports?

Reports can be delivered through a private, access-controlled Tableau environment. We agree on users, refresh frequency, licensing, and access requirements during scoping.

LET’S FIND YOUR FIRST WIN

Bring your messiest report.
We’ll start there.

Tell us what your team rebuilds every week, where the numbers live, and what you wish you could see.

Free 30-minute conversationNo commitment

YOUR NEXT STEP

Let’s talk about your reporting.

We’ll discuss your current process and where Data Forge could help.

We use your details to respond to your request and discuss our services. We don’t sell your information. Please don’t include confidential business or patient data.

Prefer email? jpenduka@dataforgeanalytics.net