About DataVista BI

Finance and ERP practitioners who build business intelligence

DataVista BI exists for one reason: to help organizations make better decisions with the data they already have. We pair deep financial and ERP experience with first-class Power BI engineering.

Our Background

Not a dashboard shop. A decision partner.

Most BI projects fail not because the charts are wrong, but because they were built by people who never had to own a close, defend a forecast, or sit in a board meeting. We have.

That perspective changes everything — what we measure, how we model, and the language we use to explain it. We build for the decision, not the demo.

Capability Mix
FinanceFP&APower BISAPEFSGov
Mission

Turning data into decisions

To free finance and operations leaders from manual reporting and give them a single source of truth they can act on with confidence.

Vision

Every decision, data-informed

A world where every leader — from the largest agency to the smallest business — has clarity, not spreadsheets, behind every important call.

Our Expertise

Where we go deep

Business Intelligence

Data modeling, dashboards, and automated reporting engineered for performance and adoption.

Financial & ERP

Financial reporting, budgeting & forecasting, and hands-on SAP and EFS reporting experience.

Government Reporting

Public-sector experience including California 1991 & 2011 Realignment reporting.

What Sets Us Apart
Financial Reporting ExpertiseBudgeting & ForecastingPower BI DevelopmentSAP ReportingEFS ReportingAutomated Management ReportingGovernment ReportingCA 1991 & 2011 RealignmentSingle Source of TruthExecutive KPI Dashboards
Let's Talk

Let's build your single source of truth

Tell us about your organization and your reporting goals. We'll bring the expertise to match.

Schedule a Consultation