Project Overview
A high-growth lead generation firm in the BFSI sector faced mounting complexity in financial tracking.
Campaign data was scattered across Excel sheets, slowing book closure and hindering decision-making.
Finance teams were spending hours cleaning data instead of delivering actionable insights.
Insight Consultants stepped in to modernize their finance infrastructure for speed and strategic control.
We unified data sources through API integrations with Zoho and their proprietary CRM.
A custom Power BI layer replaced 30+ spreadsheets with real-time dashboards and access control.
Recurring workflows were automated, eliminating 4+ hours of weekly report prep.
Book closure timelines dropped from over 30 days to just 5 business days.
Finance evolved from reactive reporting to active capital allocation and ROI advisory.
The result: a finance function that now drives clarity, confidence, and growth decisions.
