Independent advisors · Data, Reporting & AI Readiness

We help growing businesses turn fragmented data into a scalable reporting foundation.

Most companies don't have an AI problem — they have a data problem. We work alongside leadership teams to organize their data, standardize KPIs, and build reporting that supports clear, confident decisions.

See what we do

About

A practical partner for the messy middle of growth.

Northbridge BI is an independent advisors focused on data, reporting, and AI readiness for SMEs and growing businesses.

Our work sits between the boardroom and the data: helping leadership teams consolidate fragmented sources, agree on what their KPIs actually mean, and build reporting workflows their people can rely on — without buying a new stack of tools they don't need.

Engagements are scoped, hands-on, and outcome-driven. We leave your team owning what we build together.

What we do

Core focus areas.

See services in detail

Data organization

Bringing fragmented operational and financial data into clear, consolidated structures.

KPI architecture

Standardizing how the business defines and tracks the metrics that matter.

Revenue reporting

Building visibility into subscription, advertising, and hybrid revenue streams.

Operational reporting

Designing reporting workflows that leadership actually uses to decide.

Process optimization

Reducing manual reporting work so teams focus on judgement, not data entry.

BI foundations

Laying the groundwork for analytics, automation, and AI to scale on top of.

Selected work

Helping Meetball build a scalable data & reporting foundation.

Meetball · Hybrid SaaS + advertising platform

Meetball operates a hybrid business model combining SaaS subscriptions and advertising revenue. As the business expanded, operational and financial data became fragmented across multiple sources — making reporting, KPI tracking, and strategic decision-making increasingly difficult.

  • 01Centralized reporting
  • 02Revenue transparency
  • 03Less reporting overhead
  • 04Strategic visibility

Full breakdown: goals, approach, and outcomes.

Read the case study

Decision-driven dashboards

Reporting built to answer the questions leadership actually asks.

A selection of dashboards from a SaaS FP&A engagement — KPI steering, cohorts, budget control and ARR decomposition.

KPI Framework dashboard

KPI Framework

Single view of growth, customer quality, profitability and sales efficiency — built for monthly leadership reviews.

  • ARR
  • Churn
  • EBITDA margin
  • Net burn
Cohort Analysis & Unit Economics dashboard

Cohort Analysis & Unit Economics

Retention by acquisition cohort, ARPA, customer lifetime and CAC payback — surfacing where the business actually compounds.

  • Retention
  • ARPA
  • CAC payback
  • LTV
Budget vs. Actual dashboard

Budget vs. Actual

Quarterly P&L control with revenue, cost and EBITDA variance plus an executive summary leadership can read in 30 seconds.

  • Variance
  • EBITDA
  • Opex
  • Commentary
ARR Decomposition dashboard

ARR Decomposition

Decomposes total revenue into streams, customer type and time — the kind of view that ends 'where is the growth coming from?' debates.

  • Subscription
  • New vs existing
  • Drill-down

Sample dashboards from a SaaS FP&A & KPI steering project. Figures shown are illustrative.

AI readiness

Most AI projects fail before they start — because the data underneath isn't ready.

Answer six quick prompts — your score updates live. The same rubric we use with leadership teams to surface gaps before committing to an AI initiative.

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Answer the six prompts to see a live readiness score.

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01

Data quality & access

How accessible and clean is your core business data?

02

KPI definition

How aligned is leadership on what the key metrics actually mean?

03

Reporting infrastructure

How robust are your dashboards and reporting pipelines?

04

Process maturity

How much of your reporting is automated vs. manual?

05

Team readiness

Do you have the analytical talent and capacity for AI work?

06

Governance & trust

Do teams trust the numbers, and is there clear ownership?

80–100

AI-ready

Self-serve data, clear KPIs, reliable pipelines.

60–79

Emerging

Foundations in place; governance and automation gaps remain.

40–59

Developing

Data exists but is fragmented, manual, or untrusted.

0–39

Nascent

No reliable reporting layer; data work is ad-hoc.

Let's see where your reporting actually stands.

A free 20-minute working session on your growth metrics, revenue drivers, churn, and operational bottlenecks. No slides, no pitch.

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