Dashboards & Finance Automation

Know your numbers.
Run it clearly.

Anchor BI builds Power BI dashboards and finance automation for owner-operated trades and service businesses — so you see profit, jobs, and cash in real time instead of waiting on spreadsheets.

Free 30-minute audit — we'll show you exactly where your reporting is costing you time and money. No obligation.

Why Anchor BI

Built for businesses that run on jobs, techs, and margins

We work with $1M–$10M contractors and service companies. Not generic consulting — dashboards and automation shaped around how your business actually operates.

See it in real time

P&L, job profitability, and technician performance in live dashboards — not last month's spreadsheet, three weeks late.

Stop doing it by hand

Automated data refresh, month-end close automation, and workflows that give your team back hundreds of hours a year.

Start fast, own your data

Prebuilt dashboard templates get you live in weeks. Everything runs on your data, in your systems — no third-party lock-in.

How it works

From spreadsheet chaos to clear numbers in three steps

Step 1 — Audit

Free data audit

A 30-minute look at your current reporting. We identify where time and money are leaking and what to fix first.

Step 2 — Build

Your dashboards, live

We connect your accounting and operations data and stand up dashboards built for how you run the business.

Step 3 — Automate

Reporting on autopilot

Data refreshes itself. Month-end gets faster. You get ongoing support and numbers you can trust every morning.

Ready to see where your reporting is costing you?

Book a free 30-minute data audit. We'll review your current setup and show you exactly where time and money are being lost — at no cost.

Book a Free Data Audit