Freedom from "which report is right?"
One governed dataset behind every dashboard. The CFO, controller, and comp committee see the same numbers — and the dashboard knows how to defend them.
We give your the dashboards leadership actually trusts.
CPA-led Florida team that builds executive dashboards, provider profitability models, and allocation transparency on top of Sage Intacct — Power BI, Interactive Custom Reports, and Copilot-ready datasets.
One dashboard per leadership question. Governed, scoped by role, and traceable to the journal entry.
- Power BI+ Interactive Custom Reports
- Copilot-readyGoverned data layer
- Provider-levelProfitability + comp
- Onsite FLVirtual nationwide
Building dashboards for healthcare finance teams across
Spring Hill, FLOdessa, FLInverness, FLGreater Tampa BayHernando, Pasco & Citrus CountiesOrlando & South FloridaVirtual nationwide
Six freedoms — every leadership meeting.
What changes when the dashboard stops being a workbook the controller refreshes at 11pm.
Freedom from waiting on the close
Operational dashboards refresh against the source. Leadership reads the signal mid-month, not after the close is buttoned up.
Freedom from compensation guesswork
Provider profitability and comp-vs-production drilldowns surface the truth before the comp committee meeting — not as a surprise during it.
Freedom from audit prep marathons
Every allocation, every basis factor, every rule version is traceable from the dashboard back to the journal entry. The audit binder mostly builds itself.
Freedom from "only Sarah can refresh it"
Governed dashboards survive staff turnover. The model is documented, the refresh is automated, and the security is scoped by role — not by whoever owns the workbook.
Freedom to use AI honestly
A clean, documented data layer is what makes Copilot in Power BI and Copilot Studio agents tell the truth. AI without governance is just confident hallucination.
Discover. Design. Build. Launch. Guide.
A five-phase build so dashboards launch into hands that are ready to use them — and so leadership trusts what the dashboard says.
Discover
Inventory the questions leadership cannot answer today — and the questions they would ask if the data made it possible. Document the current report inventory, the spreadsheets in flight, and the recurring leadership meetings the dashboard has to support.
Design
Model the data. Pick the right tool for each question — Sage Intacct Interactive Custom Reports for close-cycle reporting, Power BI for cross-system executive views. Define dimensions, conformed grain, measures, and role-based scope.
Build
Stand up datasets, models, and visuals. Wire source connectors (Sage Intacct, EHR, billing, payroll, ops). Stress-test against close-cycle deadlines. Pilot with a small leadership cohort before broad rollout.
Launch
Train finance, comp committee, and department leads on the views scoped to them. Document the data dictionary. Establish the refresh cadence and the change-request process so dashboards evolve without breaking.
Guide
Quarterly enhancement cycles. New questions, new dimensions, new entities, new service lines. The dashboard layer evolves with the business — without rebuilding from scratch every fiscal year.
Six dashboard & data capabilities.
The capabilities that turn Sage Intacct, EHR/billing, payroll, and operations data into leadership-grade decisions.
Executive financial dashboards
Consolidated P&L, cash position, payor mix, and service-line margin — drillable from the board view down to the journal entry. One dashboard, every leadership meeting.
Provider profitability models
Compensation versus production, wRVU productivity, payor-adjusted margin per provider — the analytics layer that sits on top of Sage Intacct Dynamic Allocations.
Allocation transparency views
Pre/post allocation snapshots, basis-factor drilldowns, and rule-version history surfaced in the dashboard. The audit-ready story behind every allocated dollar.
Scenario and forecast modeling
What-if a payor contract changes, a clinic opens, a comp formula shifts. Model the leadership question before the comp committee meeting — not during the audit.
Governance and role-based access
Conformed dimensions, documented measures, row-level security. Finance sees the GL. Comp committee sees providers. Department leads see their service line. One source of truth, scoped views.
Copilot-ready data foundation
Clean models that Copilot in Power BI, Copilot Studio agents, and embedded assistants can answer against without hallucinating. AI is only as honest as the data layer underneath.
Microsoft & Sage Intacct, integrated end-to-end.
We pick the tool for the question — never the other way around. Sage Intacct for the close cycle, Power BI for cross-system views, Fabric for depth, Copilot for natural-language access.
Sage Intacct Interactive Custom Reports
Close-cycle reporting, dimensional drilldowns, and Financial Report Writer packs — the native reporting layer that lives where the GL lives.
Power BI dashboards
Cross-system executive views blending Sage Intacct, EHR/billing, payroll, and operations data. Embedded in Teams or the portal of your choice.
Fabric & warehouse layer
Microsoft Fabric, OneLake, or a managed warehouse — pick the depth your data team needs. We architect to scale, not just to ship.
Copilot & AI agents
Copilot in Power BI, Copilot Studio agents, and embedded natural-language assistants — operating on the governed data model we design with you.
The voice behind the 5-step journey.
Randy walks healthcare finance teams through each step of the roadmap on the podcast and in person. Subscribe for short, practical episodes you can pass to your leadership team.
Randy Kardas, CPA, CGMA, CITP, MBA
Managing Partner, Campbell Technology Advisors
- CPA
- CGMA
- CITP
- MBA
Randy leads finance-system transformations for healthcare organizations across the country — pairing day-one accounting expertise with practical technology design. He built the 360° Technology Roadmap to give finance leaders a deliberate, step-by-step path from spreadsheet sprawl to a scalable platform.
Data & Analytics FAQ
The questions healthcare and multi-entity finance leaders ask before commissioning a governed analytics layer.
What does Data & Analytics include?
Three layers: (1) Reporting hygiene inside Sage Intacct — Interactive Custom Reports, financial reports, dimension governance, and consolidation-ready structures. (2) Executive dashboards in Power BI sourced from Sage Intacct, EHR/billing, payroll, and operations data. (3) Decision-grade models — provider profitability, service-line margin, allocation transparency, scenario modeling — that finance leadership and the comp committee can actually defend.
Do you build in Power BI, Sage Intacct, or both?
Both, depending on the question. Day-to-day finance and the close run inside Sage Intacct Interactive Custom Reports and the Financial Report Writer. Cross-system dashboards — EHR plus billing plus GL plus payroll — live in Power BI with Sage Intacct as the financial backbone. We design the architecture so leadership only ever looks at one report for any given question.
Can you tie this to physician compensation and allocations?
Yes. Provider profitability, wRVU productivity, compensation-vs-production, and allocation transparency dashboards drill directly into the Sage Intacct Dynamic Allocations engine — every number on the dashboard is traceable to the journal entry and the snapshot of the rule that produced it. This is the analytics layer that sits on top of our Physician Allocations Automation build.
How long does a dashboard build take?
A focused executive dashboard typically lands in four to six weeks: a Discover phase to inventory the questions leadership cannot answer today, a Design phase to model the data and pick the right tool (Sage Intacct, Power BI, or a blend), a Build phase, and a Guide phase that includes training and a 30-day post-launch review.
Do you support Copilot, AI agents, or natural-language analytics?
Yes. We design the data model so it is Copilot-ready: clean dimensions, conformed grain, documented measures, and governed permissions. Copilot in Power BI, Copilot Studio agents, and embedded GPT-style assistants then operate on a foundation that gives trustworthy answers — not hallucinated ones.
How do you handle multi-entity and multi-currency?
Sage Intacct consolidation handles the financials. The dashboard layer respects the same entity tree, currency translation, and inter-entity eliminations so leadership sees the consolidated view, the entity view, and the inter-entity view from a single dashboard with scoped role-based access.
What is the difference between this and the dashboards a controller already builds?
The difference is governance, traceability, and time. Controllers ship excellent ad-hoc reports — but they live in workbooks nobody else can refresh, the math is hard to audit, and the controller becomes the single point of failure. A governed analytics layer is documented, refreshed automatically, scoped by role, and survives staff turnover.
How is Data & Analytics priced?
Discrete dashboard builds and report packages are scoped as fixed-fee or hourly engagements. Ongoing dashboard maintenance and quarterly enhancement cycles roll into our Managed Services & Support engagement. When Data & Analytics is delivered alongside a Sage Intacct implementation, the core reporting layer is included in the implementation scope.
Keep exploring
Physician Allocations Automation
The Sage Intacct Dynamic Allocations engine that powers the provider profitability and allocation transparency dashboards.
System Selection & Implementation
Sage Intacct implementation that ships with the reporting layer built in — Interactive Custom Reports and the dimensional foundation.
Process Optimization & Automation
Power Automate, Copilot Studio agents, and Sage Intacct APIs that act on the dashboards we build.
Managed Services & Support
Ongoing dashboard maintenance and quarterly enhancement cycles roll into our managed services engagement.
Technology ROI Calculator
Quantify the hours leadership recovers when the dashboard layer replaces the workbook layer.
Talk through a dashboard
Bring the leadership question your current report cannot answer. We will sketch the dashboard with you.
Bring one leadership question your report cannot answer.
One 30-minute call. Walk us through the question the board or comp committee keeps asking. We'll sketch the dashboard — the data sources, the model, the view — before you commit to anything.
CPA-led · Florida-based · Power BI + Sage Intacct + Copilot · Governed by design.