Analyst
Ask what the spreadsheet is actually for. Most analyst work—the monthly board deck, the FP&A model, the campaign-performance report, the ops or inventory dashboard, the commission sheet—is pulling, cleaning, and formatting data so a human can decide something. AI now does the pulling, cleaning, and formatting in a fraction of the time. This page covers the analyst's many flavors: financial and FP&A, business intelligence, marketing, operations, data, and sales or pricing analysts. First-draft synthesis, research, and model-building rank among the highest-exposure knowledge work in Eloundou et al.'s (2023) analysis of large language models.
This is where "what is the spreadsheet for?" lands hardest—the means (assembling the data) collapses so the ends (the decision) get more attention. We augment your analysts or provide one.
- Covers FP&A, BI, marketing, operations, data, and pricing analysts
- Board decks, FP&A models, campaign reports, ops dashboards, commission sheets
- AI compresses the data pulling, cleaning, and formatting
- Two ways to engage: build it with us, or have us run it
Find the Ends
We look past the spreadsheet to the decision it serves, then identify how much of the work is just assembling and formatting data.
Automate the Assembly
We put AI on the pulls, cleaning, reconciliation, and formatting—the informational grind that eats most of an analyst's week.
Equip or Operate
We either equip your analyst with these tools and train them (Augmentation), or run the analyst function and deliver the finished outputs (Fractional Staffing).
Sharpen the Decision
With assembly handled, the analyst's time shifts to interpretation and recommendation—the judgment work that's the actual point.
Common Questions
Analytics & Insights (service 8) builds the system—dashboards, predictive models, the data infrastructure. This page is about the person: augmenting or providing the analyst who produces the recurring deliverables. One is the platform; the other is the role.
Financial analyst and FP&A, business-intelligence analyst, marketing analyst, operations analyst, data analyst, and sales or pricing analyst. Marketing and operations analysis show up here as flavors of the analyst role rather than separate services.
The monthly board deck, the FP&A model, the campaign-performance report, the ops or inventory dashboard, and the commission sheet are typical artifacts. We help produce them faster so more time goes to what they're for.
Our Approach
Before automating any analyst task, we ask what the spreadsheet is for. AI collapses the data-assembly grind; we either equip your analyst to focus on the decision, or run the role and deliver the answer.
Two Ways to Engage
Build this capability into your own team, or have our AI-augmented staff run the role for you.
Equip your analyst with AI tools and training.
Build it with usLet our AI-augmented team run the analyst function for you.
Have us run itRelated Services
The analyst role pairs with Analytics & Insights for the dashboards and models behind the numbers, System Integration to get clean data flowing, and Process Automation for the recurring report builds.
System Integration
Connect the tools that make people re-enter lead, customer, job, or order information and check whether it arrived.
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Remove the reminders, copy-paste work, and recurring checks that eat up the week.
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Turn scattered operating data into answers an owner can use before the next problem escalates.
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