Background
Eide Bailly transformed its financial analytics practice with Amazon QuickSight and multi-source data integration, implemented by Rambunct. The solution enables faster, deeper insights across client engagements, supports scalable reporting, and empowers professionals with next-gen data visualisation and advisory tools.
The Challenge
- Fragmented client data across ERP, accounting, and cloud platforms hindered analysis and consolidation.
- Manual report generation delayed insights and limited focus on high-value consulting activities.
- CPA teams lacked familiarity with cloud-based BI tools, slowing adoption and consistency.
- Legacy tools couldn’t scale to support a growing client base, real-time analysis, or collaboration.
Our Solution
- Integrated QuickBooks, Oracle, SAP, SQL Server, and more into Amazon QuickSight via AWS Glue and Amazon S3.
- Built dynamic dashboards for profitability, cash flow, and audit reporting tailored to client industries.
- Deployed role-based access controls and row-level security to protect client confidentiality.
- Launched extensive internal training and mentorship programmes to build QuickSight adoption across consulting teams.
The Result
The QuickSight platform drove measurable improvements in speed, quality, and scalability of Eide Bailly’s financial analytics delivery.
- 80% faster report generation, enabling consultants to focus on strategy and client engagement.
- 95% improvement in visual presentation quality, boosting clarity during executive briefings.
- 90% QuickSight adoption rate across CPA teams after training and mentorship rollout.
- 70% improvement in client satisfaction due to deeper insights and modern dashboard reporting.
