Business Intelligence Consulting Services

Our business intelligence services are based on more than 20 years of experience in providing strategic decision-making information. Our team has the expertise and knowledge to solve complex issues and develop customized business intelligence solutions to help you achieve your goals.

What Is Business Intelligence

Business intelligence represents “the set of processes and technologies that allow the management and executives of a company to make more informed decisions”. (Philippe Torres). 

Collecting data, organizing information, exploiting and analyzing it: business intelligence is now considered a specialization in itself in order to help business leaders make informed decisions. 

“With Cofinia Conseil’s team implementing Zoho One in my company, I now have a 360-degree view of what is going on. Increased performance, optimized organization, simplified planning, Cofinia Consulting’s services have helped us structure the future of our company. I really had a great experience with the team; professional, specialist for each segment of the business, customizable, and listening! I recommend them!”

Daniel Bertazzo

President, Portes et fenêtres RD

How Important Is Business Intelligence?

Business intelligence is based on 3 fundamental questions: Why? What? How?

In other words: what parts of your business do you want to have more visibility into, what data do you rely on, and how do you collect that data on a daily basis?


Collecting the right information


Structuring the information

Analyze the information

Business Intelligence Tools

Performance Indicators

Measure your performance in all areas (sales, marketing, finance, human resources, operations).

Zoho Apps

Cofinia eases the integration of over 40 different ZOHO apps to optimize your processes based on your needs.


Get a clear picture of your goals, performance and results.


In-depth analysis of results from all areas of your business .

Where to Start?

Cofinia Conseil’s Method

Not sure where to start? Which apps to turn to?

Cofinia Conseil’s team can support and advise you in this complex but necessary process.


Needs assessment; understanding your reality


Selection and presentation of relevant Zoho applications


Implementations and migrations in iterations


Training and support

Benefits of Business Intelligence for Your Company


Business intelligence is adapted to the specific needs of each company.

Improved Efficiency

Your dashboard allows you to centralize and view all your information in an organized way to save time and make more informed decisions.

Cost Optimization

Simplified processes allow for automation of tasks and improved productivity, which can result in significant savings.

Strategic Decision Making

By bringing your data to life, we can analyze your situation more clearly to save you time and money.

Ready to Take Action?

Frequently Asked Questions?

I Want to Move to a Cloud Accounting Software, Should I Choose Zoho Books or Quickbooks?

It depends on your operations. Both are very good choices, but the software vendor’s philosophies differ. Zoho Books works with a whole ecosystem of apps(CRM, Project, Expenses among others) that connect easily. It can also connect to third-party apps, just like Quickbooks.

I Need Help to Improve Cash Flow Management, Can You Help Me?

We have indeed developed tools to help you see your cash management more clearly. Do not hesitate to call us, we can establish simple indicators that can help you.

I Would Like to Outsource My Accounting as I Don't Need Someone Full Time, Can You Take Care of It?

Yes, whether it’s a few hours a month or a week, we can take care of the accounting and payroll. Our resources are trained on Zoho Books and Quickbooks. We can help you with the migration if needed.

I Waste a Lot of Time Producing Excel Reports Related to my Financial Data, Is it Possible to Automate Everything?

We work with Zoho Analytics which connects to a number of apps (Zoho, Quickbooks, Xero, etc), it is possible to receive your reports by email in PDF or excel sheet at the desired interval.