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Economic Roundtable Associates
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Data & AI

We find what the data is actually saying.

Good decisions rest on honest numbers, not instinct. We build the data foundations that make your reporting trustworthy, and we put AI on jobs it can actually do.

The work
/01

Dashboards, reporting, and financial modeling

One version of the numbers, pulled from systems you already own, in front of the people who decide. Models that show where the money actually goes, not where the org chart says it should.

/02

Data pipelines and architecture

The plumbing that makes the dashboard trustworthy: clean flows from your source systems, documented and monitored, built to survive staff turnover.

/03

Applied AI and automation

The repetitive work your team shouldn't be doing by hand, taken off their plate. We start with the business case, not the model.

When we get the call

Three teams gave me three different numbers for the same quarter.

The data exists. Getting it takes a week and four favors.

Everyone says AI. Nobody can tell me where it pays for itself here.

What you walk away with

One trusted set of numbers, and a clear next move on every gap it exposes.

From the founder's record: the executive dashboards Fannie Mae and DC Water leadership ran on, consolidating KPIs, risk metrics, and financial reporting. Meet the founder →

From the Roundtable
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