Find your #1 Find your #1 AI opportunity
Tell us where your team loses time and we'll show you the one AI workflow worth building first — from automated admin to self-updating Power BI dashboards.
Free · No obligation
AI Automation
We believe AI automation isn't just for large businesses.
You don't need an IT department to get real value from AI. We help small and medium businesses find the work that eats up their week and automate it — with practical workflows built on the tools you already use.
How it works
From assessment to ROI, in four steps.
Every engagement starts with an AI Opportunity Assessment — a working session that finds where AI can save your team real hours and dollars, before you commit to anything bigger.
Map the work
Rank the opportunities
Train and implement
Prove and compound
Our Services
You don't need an IT background to put AI to work — leave that to us.
From the first assessment to ongoing support, we handle the whole journey.
AI Opportunity Assessment
Find what's worth doing
We map your workflows and rank where AI saves the most hours and dollars — before you spend on anything.
AI Workflows & Automation
Build it
Automations and AI assistants using ChatGPT, Copilot, Gemini and Power Automate, connected to your email, spreadsheets, CRM and accounting system.
Dashboards & Reporting
See the results
Self-updating Power BI dashboards with AI-written insights, so you always know what's working and what every workflow returns.
Training & Managed Support
Keep it running
Hands-on training so your team uses AI safely, plus ongoing support to refine, expand and troubleshoot as your business grows.
Selected Work
Featured Projects
Trend & Sales Radar
- Product picks for the buyers every morning, with no extra work
- At-risk customers flagged before they stop ordering
The problem
The buyers spotted new products by scrolling social media, often after a trend had already peaked. Years of sales data sat unused, so the sales team couldn't see which customers were slipping away or who to offer new stock to.
What we built
An AI system that researches product trends every morning and matches each trend to the right customers, using the business's own sales history. Each salesperson gets a weekly call list with ready-to-send emails. A machine-learning model warns them about customers who are likely to stop ordering.
Lead Generation & Email Outreach
- New leads found and contacted every day with no manual work
- Every reply tracked in one place, so no lead is missed
- Outreach that follows anti-spam rules
The problem
Finding new leads meant hours of searching websites, copying contact details into spreadsheets, writing emails one by one, and trying to keep track of who had replied or needed a follow-up.
What we built
An AI agent that runs every day by itself. It finds new prospects from public sources, writes a personal email to each one, sends a follow-up, reads the replies, and records who is interested. A simple dashboard shows leads found, emails sent, replies and conversions. Built-in safeguards keep it compliant: a daily sending limit, no duplicate emails, and a one-click unsubscribe in every email.
Sales Analytics
Survey Overview
Financial Metrics
Inventory Management
Performance KPIs
Business Analytics
Selected Work
Case Study
Project Details
Description
An architecture firm required advanced analytical capabilities to evaluate area distribution and room specifics within their AutoCAD Revit designs. The traditional approach was cumbersome and disconnected from real-time data. PBIWise addressed this challenge by creating a Power BI solution that seamlessly ingests Revit file data. Our dashboard provides layered insights into area usage by floor and analysis by individual rooms, enriched with interactive 3D models within Power BI. This integration elevates design decision-making, ensuring adherence to project specifications and optimizing spatial efficiency for the client’s projects.
Why choose us
We can assist across all sectors, whether it's retail outlets, e-commerce, eateries, or even personal finance.
Trusted by
Find your #1 AI opportunity.
Free and no obligation. Tell us where your team loses time and we'll come back with the one AI workflow worth building first.
Questions, answered.
- What happens in the AI Opportunity Assessment?
- We sit down with you and the people doing the work, map where the hours go, and come back with your top AI opportunities ranked by time and money saved — plus a clear recommendation on what to build first. You decide whether to go further.
- Which AI tools do you work with?
- We start with what you already have — Microsoft 365 and Copilot, Google Workspace and Gemini, ChatGPT, Power Automate and Power BI. If something else suits you better, we'll recommend it and explain why.
- What about data privacy?
- We take data privacy and security very seriously. Before we start any project, we sign a Confidentiality Agreement so your data is protected. We also set up AI tools with the right privacy settings and train your team on what should and shouldn't be shared with them.
- What if I don't want to give away my data, can you still help?
- Absolutely. We can build and test workflows and dashboards using sample data that closely matches your real-world scenarios. Once you're happy with how it works, you switch over to your real data whenever you're ready.
- Who is this for?
- Small and medium businesses whose teams spend too much time on admin — data entry, reports, emails, approvals and chasing. We've worked with retail, hospitality, e-commerce, trades, professional services and more.
- How fast will we see results?
- We aim to get your first workflow running in weeks, not months. The assessment gives you a realistic timeline before any work starts.
- Do we need Power BI or Microsoft 365?
- No. We work with Microsoft 365, Google Workspace or a mix of tools. Power BI is our go-to for dashboards, but we'll fit in with what you already use.
- What does it cost?
- The 30-minute AI opportunity session is free. After that, you get a clear quote before any work starts, so there are no surprises.