Analytics and automation, built inside your own accounts
Scale your practice with automated workflows and crystal-clear analytics.
We help small professional-services firms, such as law and accounting practices, turn the records they already keep into a checked monthly picture of billing, collections and workload.
Sound familiar?
- Law firmsNew-client intake lives in an inbox, and deadlines live in someone’s head.
- Accounting firmsTax season means re-keying the same client paperwork, and AR follow-up waits until it is late.
- Every firmBilling follow-up, invoices and the monthly numbers take a Friday afternoon to pull together.
- E-commerceOrders, refunds and support tickets sit in three tools that never agree.
Where to start
Start with an assessment. Build what it points to.
The assessment shows what your data can already answer, which work is worth automating and which changes pay off first. Dashboards and automation follow from what it finds, one at a time.
Works with data from
- QuickBooks
- Clio
- Salesforce
- Shopify
- Gmail and Outlook
- Slack and Teams
Built with
- n8n
- Supabase
- Python
- Tableau
- Power BI
- Streamlit
Clio and QuickBooks are trademarks of their owners. Rada AI Consulting is not affiliated with or endorsed by them.
See it
Working examples, not slides about them.
Each one is built to hit a business target, on public data or a made-up firm, with the same methods and tools we would use on yours.
The Monthly Firm Brief
Goal: get paid faster and stop unbilled work slipping, with every partner briefed on the first working day.
On the first working day of each month, the job pulls the month's billing data, runs its checks, and prepares the partner brief. If a check fails, nothing is sent and a person is alerted. The brief compares every figure with a year earlier and flags overdue invoices, unbilled work and heavy deadline weeks.
The follow-up it sets up: calls to Harlow Fabrication LLC and Westbrook Veterinary Clinic about the $31,118 over 60 days old, and billing $37,005 of unbilled Northgate Dental Group work. That is $68,123 the firm has already earned and not yet collected.
Read the October 2026 brief →
Online Retail II dashboard
Goal: grow revenue from the customers worth keeping, and stop spending on the ones who won’t come back.
4.4% of identified customers bring in half of all customer revenue, and 97% of it comes from people who bought more than once.
The follow-up it sets up: a named contact and early access before the autumn peak for the few hundred repeat customers who carry the revenue, and marketing aimed at turning first orders into second ones. What it is measured against: the 27.6% of customers who ordered once and never came back, tracked month by month in the dashboard’s cohort view.
Source: Online Retail II, UCI Machine Learning Repository (CC BY 4.0).
Read the case study →Want to see what this looks like with your numbers? Start with a Quick-Start Data & Automation Assessment, in two weeks.
Start with the assessmentAll examples use sample data: public datasets with their sources cited, or made-up firms. No client data, ever.
How it works
Assessment, build, handover. Care if you want it.
Assessment
We look at what you have: the exports, spreadsheets and reports someone rebuilds every month. You get a short read-out of what your data can answer and the few changes that pay off first.
Build
One dashboard or workflow at a time, agreed in writing before work starts, built inside your own accounts so it is yours from day one.
Handover
A walkthrough, written notes on how it works and what to watch, and someone on your team who can run it without us.
Monthly care
Optional. We keep dashboards accurate and workflows running as the business changes, month to month.
- An NDA by defaultWe sign a non-disclosure agreement before you share any data or documents. If your firm has its own, we sign that instead.
- Your data stays put during the buildWe build and test on sample data, and touch your real records only inside your own systems or tools you approve. If a working copy is ever needed, it stays in storage you approve.
- Access you controlYou create our accounts in your systems with only the access the job needs, and can switch them off at any time. We never ask for your passwords; ours sit in a password manager behind two-factor sign-in, and the keys a build needs are kept in your accounts’ settings, never in code.
- No subcontractorsThe person on your intro call does the work. If a project ever needs another specialist, we ask you in writing first, and they sign the same NDA.
- AI only with your approvalNothing of yours goes to an AI model without your written approval. When you approve it, we use commercial AI services whose terms say they do not train on what they are sent, never consumer chat tools. Without it, we build the workflow without the AI step.
- Yours, and cleaned up at the endYou own everything we build. When we finish, we remove our access, delete any working copies and confirm it in writing.
- Assessment exports stay under your controlAssessment exports stay in a folder in your own account, or in encrypted storage you approve in writing, and are deleted within 30 days after the walkthrough.
About
Founder-led, analytics-driven.
Marcellus Mwangi holds an MS in Business Analytics and AI from Johns Hopkins Carey Business School, and built every demo on this site.
Rada AI Consulting is new. Our demos use public data and made-up firms, not past client work.
From the first call to handover, you get statistics explained in plain language, a clear scope agreed up front, and everything built inside your own accounts.
More about how the work is done →
Start with a conversation, not a contract.
A free call, no slides. Tell us what takes up the most hours in your week, and we will tell you honestly whether it can be fixed and what it would take.