Companies generate massive amounts of data but often use only a fraction of it. At Ulu Advisors, we help you unlock the full potential of your data by building data models and interactive reports in Microsoft Power BI. Our solutions provide structured, browser-based and mobile reporting while enabling rapid ad hoc analysis in Excel. We drastically reduce the amount of time your team spends preparing reports, ensuring real-time access to key insights so you can grow your knowledge.

Most modern [and some not-so-modern] accounting systems offer powerful automation capabilities, but finance teams often underutilize them, instead relying on manual reports and even keying journal entries by hand. At Ulu Advisors, we specialize in helping clients build queries, macros, and data imports to eliminate repetitive tasks, giving your team more time to focus on high-value activities that grow your profitability.

At Ulu Advisors, we understand [and share] the skepticism of finance professionals. If you're selling to CFOs, you know how quickly they can dismiss a pitch. That's why we help you refine your message to highlight the most compelling data. Our cross-functional expertise in finance and data ensures that your Sales and Marketing teams have the material they need to captivate CFO prospects and grow your business.