Verticals > Professional servicesSmarter BI for Professional Services that Empowers Finance and Beyond
Naviloq is a purpose-built BI platform for professional services that goes further than reporting. By combining real-time BI, driver-based planning, and an integrated data warehouse, it extends your ERP and other core business systems to connect insight with action. Helping professional services firms forecast accurately, understand profitability, and make confident decisions faster.
A BI for professional services solution that unites businesses
Winning work is only half the challenge for professional services firms. Delivering it as efficiently as possible is where you can lose control. When departments live in separate systems, forecasts become guesswork and minor issues become major quickly. Naviloq’s BI for professional services platform connects data points into a single view of your business in easy-to-use dashboards that empower teams beyond finance to engage in business intelligence and planning.
Is your professional services business hindered by these challenges?
Manual report processing slowing you down and delaying critical financial decisions?
Outdated insights causing inaccuracy and delays in data consolation, impacting your growth?
Are expectations hard to meet because of inaccurate projections and a lack of growth confidence?
Disconnected systems meaning teams are working in silos and don’t feel empowered to contribute to business-wide planning?
Slight changes in utilization, billing rates or hiring having a ripple effect through the business and making minor issues major?
Unified data across your professional services organization
Investment in tools and systems is wasted if they aren’t connected. Often financial data sits in an ERP like NetSuite, sales lives in a CRM like HubSpot, and project delivery is recorded elsewhere. Leaving teams to manually stitch together a fragmented view of the business. Naviloq acts as a central hub for BI for professional services businesses. It sits across your existing tech stack, creating a single source of truth and consistent data model that operates in real-time. This unified approach means finance, delivery, and leadership teams are no longer working in silos or from different versions of the truth, enabling a shared understanding of performance across the organization.
Real-time reporting in a BI for professional services solution
By the time most professional services firms produce reports, the moment to act has already passed. Naviloq changes this by delivering real-time reporting across project data, financial data, and beyond, giving teams immediate visibility into revenue, costs, and profitability as work happens. By sitting alongside systems like NetSuite, it ensures that finance and project teams are working from live, aligned data, so issues can be identified earlier, performance can be tracked continuously, and decisions can be made while there’s still time to influence the outcome.
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Real-time Reporting
Immediate visibility into revenue and profitability as work as it happens
Works with your core systems to ensure data is live and aligned
Performance can be tracked continuously, and decisions can be made quickly
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Smoother Forecasting
Driver-based planning that links revenue directly to influencing factors
Scenario planning to instantly see the impact of changes across the business
Makes forecasting a continuous, lived in function
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Collaboration Across Teams
Empowers teams beyond finance to track KPIs and contribute to planning
Easy to use, no code interface for accessible insight
Integrates with 100+ platforms for shared environments where everyone is on the same page
Smarter, easier forecasting with driver-based planning
Most forecasts in professional services are built on static assumptions. Changes in pipeline, hiring plans, or utilization often aren’t connected, so even small shifts can throw forecasts off track. Naviloq introduces driver-based planning that links revenue directly to the factors that generate it e.g., billable hours, rates, capability, and conversion. Instead of rebuilding models from scratch, teams can adjust key drivers and scenarios to instantly see the impact across revenue, margin, and cash flow. Integrating with systems like NetSuite, Naviloq transforms forecasting into a continuous, lived-in function.
Built for collaboration across professional services teams
Becoming a data-driven business shouldn’t lie solely with finance. Naviloq empowers teams beyond finance to explore performance, track KPIs, and contribute to planning in real-time. With an easy-to-use, no-code interface, Naviloq makes retrieving those insights accessible. Working alongside systems like NetSuite, Naviloq’s BI for professional services solution creates a shared environment where everyone is aligned on the same numbers, empowering faster decisions and embedding data into everyday workflows.
If you’re a CFO or financial decision maker and ready for an all-in-one BI solution for your software business, get in touch with our team today or book a Demo.
You can read more in our blog where we discuss specific industry pain points and detailed Naviloq solutions.
We’d love to hear from you!
Whether you have questions about Naviloq, would like a free demo, or would simply like to find out more about whether Naviloq would be a good fit for your business, please get in touch.
Reach out to our local sales teams or use the form to leave a contact request, and we’ll be in touch with you soon.