Services Who It's For About Blog Book a Call
📅 Book a Free Discovery Call
📍 Data & AI Consulting · Calgary, Alberta

Know what's profitable.
Automate what's repetitive.

Nextrova Analytics helps Canadian professional services firms turn messy spreadsheets, CRM data, and reporting workflows into clear dashboards and automated decisions. You don't need clean data to start.

📊 Monthly Revenue 👥 Client Retention 🔄 Report Automation 💼 Pipeline Conversion
NDA available No AI training on client data Canadian privacy standards Least-permission access
Designed for firms in:
Accounting & Bookkeeping Insurance & Mortgage Real Estate Law & Paralegal
Sample Dashboard Preview
Illustrative client dashboard
$142k
Monthly Revenue
94%
Client Retention
Top client segment68%
Pipeline conversion42%
Report automation85%

Your data is there. It's just not working.

Most professional services firms are sitting on valuable data that never gets turned into insight. You don't need clean data to start — we've seen it all.

Reports take hours to pull manually

Every month, someone exports, cleans, and formats the same spreadsheet. That's time that should be billable.

No visibility into what's profitable

Revenue looks fine on paper — but which clients, services, or team members are actually driving it?

Tools you paid for sitting unused

You have QuickBooks, a CRM, maybe Power BI — but they've never been connected into something useful.

Before Nextrova vs. After Nextrova

The firms that work with us stop drowning in spreadsheets and start making faster, more confident decisions.

Before Nextrova
  • Manual spreadsheets updated by hand each week
  • No clear view of which clients or services are profitable
  • Monthly reporting takes hours — often skipped entirely
  • CRM, accounting, and ops tools work in silos
  • Decisions made on gut feel, not data
  • Owner tied up in recurring admin and reporting tasks
After Nextrova
  • Live dashboard — key numbers visible in one place
  • Clear profitability by client, service line, and period
  • Reports refresh automatically — no manual work
  • Connected data from your existing tools
  • Confident decisions backed by actual numbers
  • Owner's time freed for strategy, not spreadsheets

What our engagements look like

Anonymised examples of the kind of work Nextrova Analytics delivers. Real problems, real outputs — client details withheld.

Bookkeeping Firm — Revenue Dashboard

Connected QuickBooks and a time-tracking tool to build a live Power BI dashboard showing profitability by client, service line, and month. Owner checks it every Monday in under 5 minutes.

Tier 1 · 2 weeks · $2,000

Mortgage Team — Automated Pipeline Report

Replaced a 3-hour manual Excel process with an automated weekly report pulling from their CRM. Report now arrives in inboxes every Monday morning — no manual work required.

Tier 2 · 5 weeks · $5,500

Insurance Brokerage — AI Renewal Assistant

Built an internal AI tool that reads renewal documents, extracts key dates and coverage details, and flags clients due for follow-up — cutting 6+ hours of admin per week.

Tier 2 · 6 weeks · $6,500

See it in action

This is a real, interactive dashboard — the same type we build for clients. Filter by client, service line, or date range and explore live.

Sample data only. Book a call to see one built on your actual data.

Three ways to work together

Each engagement is scoped, fixed-price, and delivered in weeks — not months. Most clients start with Tier 1 and grow from there.

Tier 1
Data Clarity Sprint
Clean your data. See what matters. Decide faster.
Best for: Firms with messy spreadsheets and no clear dashboard — or owners who want to understand their numbers before investing further.
In 2 weeks, you'll know exactly which clients, services, or revenue streams are making you money — and have one dashboard you can check every week.
$1,500 – $2,500
Fixed price · 2-week delivery
  • Data audit — key sources, gaps, quality issues
  • Data cleaning & consolidation (1–2 sources)
  • One live dashboard with 5–10 KPIs you actually use
  • 30-min walkthrough + written recommendations
  • 1 week post-delivery support
Book a Free Discovery Call
Tier 3
Data Partner Retainer
Ongoing analytics support. Your analyst on call.
Best for: Firms that want continuous data improvements without hiring a full-time analyst — new reports, dashboards, and ad hoc analysis on demand.
Your data keeps improving every month — new reports, updated dashboards, ad hoc analysis — without hiring a full-time resource.
$1,500 – $2,500/mo
Month-to-month · 30 days' notice to cancel
  • Up to 20 hrs/month of analytics & AI work
  • Monthly 30-min strategy check-in
  • Access to new Nextrova Analytics templates & tools
  • Priority turnaround on urgent requests
  • No long-term lock-in
Book a Free Discovery Call

How it works

Four clear steps from first call to working system. No surprises, no jargon, no IT approval chains.

01

Diagnose

We review your current spreadsheets, CRM, reports, and workflows. You walk us through what exists — we map what's missing and what's costing you time.

02

Build

We clean the data, connect the right sources, and create a dashboard that shows you exactly what matters — in a tool your team already uses.

03

Automate

We reduce repetitive reporting and manual follow-ups. Reports that used to take hours run automatically. You only touch what needs a human decision.

04

Walkthrough

We show your team how to use the system confidently. No black boxes — you own the dashboard, understand the logic, and can request changes anytime.

You don't need a technical team. We explain everything in plain business language — and we work with whatever data you already have.

Built for professional services firms

We specialise in one segment so we can go deep — not wide. If your firm is on this list, we know your data problems inside out.

Accounting & Bookkeeping

Profitability by client, service line dashboards, billing automation.

See which clients drain the most time for the least return.

Insurance & Mortgage

Pipeline visibility, renewal tracking, advisor performance reporting.

Track lead source, renewal rates, and advisor conversion in one view.

Real Estate Teams

Deal pipeline, lead source analysis, team performance dashboards.

Know exactly where deals are won, lost, and stuck.

Law & Paralegal

Matter tracking, billing efficiency, client intake automation.

Track matter profitability and intake conversion by practice area.

10–50 Employees

Owner-operated or small leadership team. You make the calls — fast.

No IT approval chains. Decision made, project started.

Alberta & Remote

Based in Calgary & Edmonton. Remote Canadian clients welcome.

Canadian-owned, Canadian data, Canadian privacy standards.

You're a great fit if you're thinking:

  • Our reports take too long to pull manually
  • I know we have the data, I just can't see it clearly
  • Hiring a full-time analyst is too expensive
  • I want to grow but don't know where to focus
  • We have Power BI / QuickBooks but barely use them
  • I spend Friday afternoons on reports that should be automated

Confidentiality-first, always

We understand that sharing business data requires trust. Here's how Nextrova Analytics protects yours.

NDA Available

We'll sign a mutual NDA before any project begins. Your data and business information stay confidential.

No AI Training on Your Data

Your client data is never used to train AI models — ours or anyone else's.

Least-Permission Access

We only request access to the data we need for the project. Nothing more, nothing less.

Canadian Privacy Standards

We operate under PIPEDA principles. Your data stays in Canada where possible.

A founder-led, privacy-first consulting practice

Who we are

Nextrova Analytics is a founder-led consulting practice based in Calgary, Alberta — built by a data and business operations professional with experience across analytics, reporting, workflow automation, and professional services support.

We work exclusively with professional services firms because deep specialisation means better results. We understand your data problems because we've worked inside businesses like yours.

Capabilities
Power BI Looker Studio Excel Automation CRM Reporting KPI Dashboards Python & SQL AI Workflow Design Business Process Mapping QuickBooks Integration

We started Nextrova Analytics because we kept seeing the same problem: small businesses sitting on valuable data that no one was reading. Not because the owners didn't care — but because the reports were built for IT departments, not decision-makers.

The dashboards were too complex. The data was too messy. And no one had the time to connect it all together.

Our practice is built on four principles: clarity (decisions, not data dumps), practicality (tools your team can maintain), transparency (fixed scope, fixed price), and privacy (your data stays yours).

Every engagement is scoped and delivered directly by the practice, so the person who understands your business problem stays close to the work from start to finish.

2 wks
Typical Tier 1 delivery
Fixed
Pricing — no surprises
🇨🇦
Canadian-owned & operated

Let's talk about your data

Book a free 30-minute discovery call with Nextrova Analytics. No pitch — just a conversation about what you're working with and whether there's a useful next step.

📅 Book a Time That Works for You
📍
Calgary, Alberta, Canada

We can work with spreadsheets, QuickBooks exports, CRM reports, or disconnected tools — you don't need clean data to start. All enquiries treated in strict confidence.