AI Analytics & Business Intelligence

Turn scattered data into clear decisions. AI-powered dashboards and reporting that show you what matters — and what to do about it.

Your Data Is Talking — You Just Cannot Hear It Yet

Most businesses are data-rich and insight-poor. The information you need to make better decisions already exists in your systems. AI analytics surfaces it, connects it, and presents it in a way that drives action instead of more meetings.

Spreadsheets emailed around on Monday morning are not business intelligence. They are stale snapshots that take hours to assemble and tell you what happened last week — not what is happening now or what is likely to happen next.

Wallace & White builds AI-powered analytics and reporting solutions for businesses in Cincinnati, Dayton, and across Southwest Ohio. Using Microsoft Power BI and AI-driven tools, we connect your data sources, build interactive dashboards, and give your leadership team the real-time visibility they need to make faster, better-informed decisions.

Whether you need sales performance dashboards, operational KPI tracking, financial reporting, or custom analytics for your specific industry, we design reporting that answers the questions your business actually asks.

What We Deliver

Interactive Dashboards

Power BI dashboards that update in real time, drill down into details, and let decision-makers explore the data themselves instead of waiting for a report.

AI-Driven Insights

Go beyond charts and graphs. AI surfaces anomalies, identifies trends, and highlights the data points that matter most — before someone has to ask.

Data Source Integration

Connect your CRM, accounting software, Microsoft 365, Google Workspace, and line-of-business applications into a unified reporting view.

Automated Report Distribution

Scheduled reports delivered to the right people at the right time — daily, weekly, monthly, or triggered by specific events and thresholds.

KPI Tracking & Scorecards

Define the metrics that matter for your business and track them with visual scorecards that make performance clear at a glance.

Natural Language Queries

Ask questions of your data in plain English using Copilot in Power BI. Get answers, charts, and summaries without needing to build reports from scratch.

Reporting That Answers Real Questions

Which clients are most profitable after accounting for support costs?

Where are we losing deals in the sales pipeline, and why?

Which departments are over budget, and what is driving the variance?

How is employee utilization trending across teams and locations?

What does our IT environment health look like across all endpoints?

Are we meeting SLA commitments, and where are we falling short?

Built on Microsoft Power BI

Power BI is the industry standard for business intelligence, and if you are already running Microsoft 365, you may already have access to it. We build on that foundation to create reporting that connects to your real data and scales with your business.

For organizations that need AI-enhanced analytics, we integrate Copilot in Power BI and AI Builder to add predictive insights, natural language querying, and automated data preparation that would otherwise require a dedicated data team.

This work connects to our AI consultation for strategic planning and our automation services when reporting triggers automated actions and alerts.