About
Finance, data, and the bridge between them.
Your finance and operations data sit in different systems, spoken in different languages, and someone has to translate them into a story leadership can act on. That translation is where Northbridge BI — the consulting practice of Patrick Bodner — was built to sit.
Profile
A finance practitioner who codes the reporting layer himself.
Patrick has spent the last decade across controlling, consulting and compliance — from sales controlling at a fast-scaling SaaS company, to financial-crime advisory at PwC, to BI engagements with mid-market clients today.
That mix is the point. Most reporting failures aren't a tool problem — they're a translation problem between finance, operations and the systems holding the data. Northbridge BI sits in that gap: structuring the numbers, building the dashboards and writing the commentary that turns a monthly close into a strategic conversation.
The practice is intentionally small and senior — engagements are led end-to-end by Patrick, with no hand-offs and no junior layer between you and the work.
How we work
Three principles behind every engagement.
01
Decisions over dashboards
Reporting only matters when it changes what leadership does next. Every output is built backward from the decision it should support.
02
One source of truth
We reconcile data at the source — ERP, CRM, finance systems — so the numbers in the boardroom match the numbers in operations.
03
Transparent, repeatable, owned
We leave behind models and dashboards your team can read, extend, and trust — not black boxes that depend on us.
Get in touch
Let's talk about your reporting.
If you are tired of reconciling spreadsheets or building dashboards nobody trusts, we can help. We build the reporting layer that turns financial and operational data into one reliable source of truth for leadership.
Reach out by email or use the partnership form below. We typically reply within one business day.
Partnerships
We build the reporting layer. You bring the relationship.
We work with technology providers, consultancies and investors who need better reporting for their clients or portfolio companies. White-label, co-branded or direct — we fit into your delivery model.
Technology partners
You sell ERP, BI or SaaS. Your clients need dashboards and KPIs they can actually use. We build those — co-branded or white-label.
Consulting partners
You run strategy or ops projects. We take the reporting off your plate — so your clients see trusted numbers and your team stays focused on the advisory work. The data platform and KPI design underneath are handled.
Investor partners
You need consistent reporting across your portfolio so every board meeting starts with numbers everyone trusts. We deliver that consistency — the reporting infrastructure and KPI dashboards underneath scale from seed to Series B.
Onboarding
From first call to live dashboard in three steps.
Step 1
Intake
We run a 30-minute call to understand your client’s data sources, KPI needs and reporting goals. You get a scoped proposal with timeline and deliverables within 48 hours.
Timeline: ~1 week
Step 2
Data & KPI setup
We model the data, design the KPI framework and build the reporting layer — dashboards, scheduled reports and commentary structure. Weekly check-ins keep you in the loop.
Timeline: 2–4 weeks
Step 3
Dashboard delivery
Handover session, documentation and a 30-day support window. Your client gets a working BI setup they can operate — or we stay on for ongoing enhancements.
Timeline: 1 week