the financial pulse of your business

Tired of spreadsheets? We get it.

At Brazos Valley Business Intelligence, we help finance and operations teams break free from Excel Exhaustion. Endless reporting cycles, broken links, version control nightmares, and the scramble of monthly close don’t have to be the norm. We build clean, automated dashboards and reports so you can finally have a single source of truth.

Go beyond the spreadsheet with Brazos Valley BI.

Our Services

    • Custom Power BI dashboards

    • Excel-based reporting solutions

    • Visual performance reporting (monthly or weekly)

    • 3-statement dashboard views (P&L, Balance Sheet, Cash Flow)

    • Cash flow dashboards and variance tracking

    • Pocket P&L design (mobile-optimized)

    • Budget vs actual reporting

    • Capital Account tracking for partnerships

    • Scenario modeling (pricing, headcount, margin pressure)

    • Preferred Return and IRR modeling

    • Equity waterfall logic and payout schedules

    • Cash forecasting & runway planning

    • Break-even and contribution margin modeling

    • Monthly summary reporting packs

    • Service business KPI dashboards

    • Technician/job margin analysis

    • Inventory and resource utilization reports

    • Pricing analytics & discount effect modeling

    • Rolling 12-month trend views

    • Commission and royalty schedules

    • QuickBooks Online (QBO) data prep & cleanup

    • Chart of accounts alignment for reporting

    • Excel report consolidation

    • Sync & export routines for QBO, Xero, Excel, or SharePoint

    • Data staging setup via SharePoint or Excel

    • Refresh scheduling for live dashboards

    • ETL-style data cleanup (no-code, native tools)

    • Power Automate for file delivery or data sync

    • Monthly reporting retainers

    • Scheduled KPI review sessions

    • Ad hoc data fixes & report enhancements

    • Template libraries & documentation for handoff

    • One-time “Reporting Sprint” builds

    • Board or investor deck visual support

    • Due diligence data summaries

    • Business plan financial sections

    • Internal finance toolkits for non-finance operators

Contact Us

Ready to take control of your numbers, or just curious what BVBI can do for your business?

We offer a free consultation, available in person, by phone, or over video, whatever works best for your schedule. No pressure, no hard pitch, just a chance to learn about your business and walk you through how we can help.

morrell@brazosvalleybi.com
(979) 431-4888