Business and financial understanding
We don't start with the system. We start with the business model, the metrics, the processes and the decisions the organization needs to make.
We combine business and financial understanding, data and technology to build management solutions that let managers see the picture, understand what needs attention and make decisions based on information.
Scoping|Data|Business intelligence|Automation|AI
Every organization runs its own world of data, processes and decisions.
We start by understanding the business, the processes, the metrics and the questions that management needs answers to.
From there we build the right path, from the data and business logic to dashboards, automations and AI solutions.
Technology is the tool. The goal is management information you can work with.
We don't start with the system. We start with the business model, the metrics, the processes and the decisions the organization needs to make.
We connect information sources, business logic and management tools to create one picture you can rely on.
A dashboard, automation, alert or AI. The technology is chosen to fit the business need, not the other way around.
Yesterday's summary, month to date and end-of-month forecast
Business intelligence (BI) and automation solutions, by the business's field of activity.

CPA who implements and embeds data-driven management systems (AI&BI) in organizations, from analyzing data-management infrastructure needs, through scoping, setup and build, to operation.
Specializes in various types of organizations and sectors such as:
I believe that in today's era every organization needs to know and control its strategy, make decisions based on ongoing financial and operational data, and track progress against goals, timelines and throughput analysis, from the broad business picture down to throughput analysis at the level of a single item. Throughout, organizations must manage several situation-specific strategies and be able to respond quickly, change and adapt to their environment.
Thanks to the extensive experience I gained accompanying and working with organizations from diverse fields, working with the various technology systems, and the financial knowledge I accumulated over time, I acquired the ability to help identify and match the types of data that need to be managed and analyzed, to build a data infrastructure for management metrics and KPIs tailored to the nature and structure of the organization, and to help create an environment for investigation, control and management through dashboard design, with emphasis on, and integration of, the financial side and the business cash flow throughout.
In our projects we work with expert professionals with leading experience in finance, information security, technology and automation, to fit the business with the most comprehensive solution envelope, suited to the current era and the best for the needs of the business.
Implementing a data-driven management system (AI&BI), from the analysis stage to the operation stage.
Analysis of data-management infrastructure needs.
Defining KPIs and dashboards according to the nature and structure of the organization.
Building the data infrastructure and dashboards, integrating the financial side and the business cash flow.
Ongoing operation and analysis, control and management against targets.

Three ready-to-use Claude prompts for a finance manager's day-to-day work: budget variance analysis, a management summary and data control, with background for working properly.
Read more →
KPMG announced a partnership with Anthropic and a rollout of Claude among hundreds of thousands of employees. What it means for knowledge management in organizations, and which risks to consider.
Read more →
Why isn't a revenue metric enough for a sales manager? Three metrics, Renewal, Upsell and Basket, that change sales management, and who did not renew a service and why.
Read more →













































What managers and business owners who worked with us say about us.
A few words about you and your business need, and we'll get back to you for a questionnaire and meeting.
0508333093 anna@bit-smart.co.il Yigal Alon 82, Tel Aviv, Suzuki Tower