Plot Analytics

Call us to discuss your BI plans: +1.415.240.4692

Business Intelligence Design and Consulting

Data Warehouse & Workflow Solutions


  • Drag &Drop Financial Reporting
  • Planning & Forecasting
  • Variance & Exception Reporting
  • Regulatory Reporting
  • KPI Harvesting & Dashboards
  • Accounts Payable Approval Management
  • Accounts Receivable Workflow
  • Lead Transition Workflow


Credit Unions

  • Financial Reporting
  • Budgeting
  • Consolidation
  • Call Report
  • Branch & Product Profitability


Multi-facility Healthcare

  • Financial Reporting
  • Staffing
  • Budgeting
  • Census and Revenue
  • Consolidation
  • Vendor Management
  • Medicaid Pending Workflow
  • Managed Care Claims Workflow
  • Accounts Payable Approval Management


Hedge Funds

  • Financial Reporting
  • Consolidation
  • Foreign Exchange


Manufacturing and Distribution

  • Financial Reporting
  • Budgeting
  • Product Profitability 
  • Vendor Management
  • Bill of Materials and Shop Floor Control
  • Custom Workflow