Get the Most Out of Your Data with Advanced BI Solutions

We help businesses harness the power of data analytics and business intelligence using Zoho Analytics and Data Prep.

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Zoho Analytics and Data PrepAdvanced BI SolutionsAnalytics
Zoho Applications

Top Applications for BI & Advanced Analytics

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Data Integration and Management

How Do We Help Businesses Gather and Manage Their Data?

We setup integrations to collect your data is ready for advanced analysis to drive strategic decision-making.

Unified Data Integration

We integrate data from multiple sources such as CRM, ERP, excel sheets and third-party applications into Zoho Analytics. This unified approach ensures you have a comprehensive view of your business data, enabling more accurate analysis and reporting.

Data Cleaning and Preparation

We help you clean, organize, and prepare your data for analysis. By eliminating duplicates, correcting errors, and standardizing formats, we ensure that your data is reliable and ready for insightful analysis.

Real-time Data Sync

We set up real-time data synchronization to ensure that your analytics are always up-to-date. This allows you to make timely decisions based on the most current information available.

Access Controls

We implement access control measures to protect your sensitive information. This ensures that only authorized users can access and manipulate your data, safeguarding it from breaches and unauthorized access.

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Advanced Analytics and AI-Driven Business Intelligence

How Do We Help Businesses Gain Insights from Their Data?

We integrate AI-driven solutions to elevate your business intelligence capabilities, providing advanced analytics, deeper insights and smarter decision-making.

Automated Insights

We set up automated insights that highlight key trends and anomalies in your data. These insights are generated in real-time, enabling you to react quickly to changes and capitalize on emerging trends.

Automated Insights

Custom Dashboards and Reports

We design and implement custom dashboards, data visualizations and reports tailored to your business needs. These tools provide real-time insights into key performance indicators (KPIs), helping you monitor performance and make informed decisions.

Custom Dashboards and Reports

Optical Character Recognition (OCR) Automations

We use OCR technology to convert different types of documents, such as scanned paper documents, PDF files, or images captured by a digital camera, into editable and searchable data. This streamlines data entry and ensures that valuable information is easily accessible for analysis.

Optical Character Recognition (OCR) Automations

AI-Powered Data Analysis and Predictive Analytics

We implement AI-powered tools that analyze large datasets to uncover hidden patterns and correlations. This advanced analysis provides deeper insights that can inform strategic decisions and identify new opportunities. We use predictive analytics to help you anticipate future trends and outcomes, enabling proactive decision-making.

AI-Powered Data Analysis and Predictive Analytics
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How Else Can We Help You?

Want Business focused bookkeeping or Build Custom Dashboards?


How to get started?

Follow these simple steps to begin your journey with Automate Accounts

Initial Consultation

Get on a call with our team to discuss your integration needs, required reports, insights, alerts and dashboards. We work with you to understand your data landscape and business objectives.

Scope of work and Agreement

Based on your needs, we provide a detailed scope of work and a quote. You can choose between a project-based contract or an hourly retainer. Once agreed, we sign the contract to formalize the engagement.

Ongoing Support

We offer ongoing support via chat, email and phone to ensure your business intelligence solutions remain effective and up-to-date. This includes training, troubleshooting, and additional customization as your business needs evolve.

Migrate to Zoho Books Now
Not using Zoho Books yet?

Migrate to Zoho Books Now

We facilitate a smooth transition from other accounting systems to Zoho Books, ensuring your financial data is accurately and quickly transferred without disruption to your business operations.


Customer Feedback

Hear what our customers have to say about us


Most Frequently Asked Questions

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Why is business intelligence and analytics important for my business?

Business intelligence and analytics transform raw data into actionable insights, helping you make informed decisions, identify trends, improve efficiency, and gain a competitive edge.

How can Zoho Analytics help my business?

Zoho Analytics provides powerful tools for data integration, visualization, and analysis, allowing you to monitor key performance indicators, predict trends, and make data-driven decisions that drive business growth.

How do I get started with implementing BI and analytics solutions?

Getting started involves assessing your current data landscape, defining your business goals, and working with our team to design a tailored implementation plan. We offer 360 degree solutions from data integration to dashboard creation.

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We are here to help!

Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights

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