Why Finance Teams Are Making the Shift
Finance and accounting departments face mounting pressure to deliver faster, more accurate insights while managing data from an expanding ecosystem of systems. Traditional Excel-based workflows create bottlenecks that prevent finance from becoming a strategic partner in business growth.
- Time-Intensive Manual Processes: Finance teams spend up to 70% of their time on data preparation rather than analysis
- Disconnected Data Sources: Critical financial data locked in ERP systems, spreadsheets, and departmental tools
- Limited Forecasting Accuracy: Static models fail to incorporate real-time market conditions or operational changes
- Compliance Complexity: Manual processes increase risk of errors in regulatory reporting
- Scalability Constraints: Traditional methods break down as organizations grow or undergo M&A activity
Our Approach to Financial Analytics
Our approach combines deep financial domain expertise with modern data architecture and AI-powered analytics to transform how your organization makes financial decisions.
Industries We Serve
Our Process
How we transform your financial analytics capabilities
Success stories
Convert.com, a leading A/B testing platform, partnered with SR Analytics to unify fragmented systems into a single BI layer. The new Google Looker + BigQuery solution delivered role-specific dashboards, automated consolidation, and real-time insights across Finance, Marketing, and Operations.
20 hrs/week
Saved through automated reporting
15%
Improvement in marketing conversion efficiency
Beast Insights, a SaaS analytics platform for subscription businesses, partnered with SR Analytics to deliver modern, embedded Power BI dashboards inside their platform. The new solution unified fragmented sales, profitability, and retention data while ensuring secure, scalable access for every client.
80%
Reduction in manual reporting effort
5-10%
Increase in client retention rates
Questco helped reduce repetitive employee queries and streamline Benefits Operations with an AI-powered chatbot integrated into Microsoft Teams.
Questco, a leading employee benefits administration provider, partnered with AI automation specialists to develop Beth, a no-code AI chatbot that empowers employees to self-serve benefits queries using SharePoint as a real-time knowledge base.
40%
Reduction in manual queries to Operations team
92%+
Query resolution rate with automated responses
A financial services provider helped users better manage personal finances by unifying fragmented data across multiple bank accounts and payment apps.
A financial services provider partnered with AI R&D teams to build a smart, AI-powered web application that brought together transaction data from PhonePe, ICICI, SBI, and Bank of Baroda into a unified dashboard with predictive insights.
50%
Reduction in manual effort for finance management
85%+
Accuracy in AI-powered transaction categorization
YTBuddy helped students, researchers, and professionals enhance learning efficiency and video accessibility.
YTBuddy, a privacy-first AI browser extension, partnered with AI R&D teams to revolutionize how users interact with YouTube content, improve learning workflows, and support knowledge discovery.
70%
Time saved finding insights in instructional videos
100% Local
All processing performed locally ensuring complete privacy
SR Analytics helped Awe Inspired enhance operational efficiency and inventory management.
Awe Inspired, a fast-growing fine jewelry brand, partnered with SR Analytics to streamline inventory management, improve operational visibility, and support continued business growth.
30%
Reduction in excess inventory
~0.5 FTE
Equivalent workload saved through automation
SR Analytics helped a leading e-commerce retailer reduce stockouts by 25% and enhance overall business efficiency.
Our client, a major player in outdoor recreation and fitness equipment, needed a unified approach to data analytics to streamline operations, optimize inventory, and improve marketing efficiency.
25%
Reduction in stockouts
15%
Increase in online sales
SR Analytics helped a leading e-learning platform improve KPI tracking and achieve a 6x ROI.
Our client, a California-based SaaS company offering online courses, partnered with SR Analytics to transition from intuition-based decision-making to data-driven strategies, optimizing growth and performance.
6x ROI
Increase in return on investment
Higher Retention
Improved course engagement and student satisfaction
SR Analytics helped Pinnacle Fund Services streamline investment analysis and reporting with a powerful Power BI solution.
Pinnacle Fund Services, a leading fund management firm, required a consolidated reporting solution to track key financial metrics, improve asset analysis, and enhance investor performance evaluations.
360° Insights
Unified view of fund performance metrics
15+ Reports
Detailed insights into fund health and investor performance
SR Analytics helped Lifepro Fitness enhance operational efficiency through data engineering and BI solutions.
Lifepro Fitness, a global fitness equipment retailer, required a scalable solution to centralize reporting, automate data workflows, and optimize decision-making.
20+ Hours Saved Weekly
Reduction in manual data consolidation efforts
18% ROI Boost
Improved marketing efficiency through unified analytics
SR Analytics helped BJJ Fanatics improve data tracking, optimize conversion rates, and streamline reporting across multiple brands.
BJJ Fanatics, a global platform for Brazilian Jiu-Jitsu enthusiasts, required a centralized analytics solution to enhance digital performance and e-commerce tracking.
12% Conversion Increase
Boosted e-commerce conversion rates
15+ Hours Saved Weekly
Automated reporting reduced manual effort
SR Analytics helped ‘47 Brand enhance digital insights, streamline reporting, and optimize e-commerce performance.
‘47 Brand, a global leader in lifestyle and sports apparel, required a centralized reporting solution to improve e-commerce funnel visibility and marketing analytics.
20 Hours Saved Monthly
Automated reporting reduced manual effort
SR Analytics helped a leading healthcare provider modernize its legacy system, improving operational efficiency and scalability.
The healthcare provider needed a modernized patient management system to reduce inefficiencies, enhance integration, and support future growth.
40% Downtime Reduction
Improved system reliability and accessibility
SR Analytics helped a global e-commerce leader migrate to Azure, ensuring peak performance and cost efficiency.
The client required a scalable cloud solution to manage high-traffic periods, reduce operational costs, and enhance customer experience.
99.9% Uptime
Ensured system reliability during peak demand
30% Faster Load Times
Enhanced customer experience and retention
SR Analytics helped a global e-commerce leader migrate to Azure, ensuring peak performance and cost efficiency.
The client required a scalable cloud solution to manage high-traffic periods, reduce operational costs, and enhance customer experience.
99.9% Uptime
Ensured system reliability during peak demand
30% Faster Load Times
Enhanced customer experience and retention
SR Analytics helped a major telecom provider reduce customer churn, optimize network performance, and improve decision-making through advanced data analytics.
The client required a data-driven strategy to retain customers, enhance network reliability, and streamline operations.
15% Churn Reduction
Proactive engagement helped retain at-risk customers
20% Network Improvement
Fewer complaints due to real-time optimizations
SR Analytics helped Precise Imaging enhance resource allocation, reduce patient wait times, and improve operational efficiency through AI-driven capacity planning.
Precise Imaging, a multi-facility radiology provider, needed a data-driven solution to balance patient demand across locations, minimize inefficiencies, and optimize resource utilization.
22% Increase
Improved facility utilization across locations
$500K+ Annual Savings
Operational cost reductions through optimized resource distribution
Our Technology Stack
We bring together the best of our partner network to help your business gain the competitive edge.
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