Your systems,
built to spec.

Financial systems, analytics, and AI workflows engineered around how your business works.

Book a consult → See what I build
Net revenue
$4.82M +12.4%
Auto-refreshed · month-end closed
Revenue overview
FY26 · live
This quarter ▾
Revenue
$0.00M
▲ 12.4%
Margin
0%
▲ 1.8pt
Cash
$0.0M
▲ 8.0%
Monthly performanceActualTarget
Built on the stack businesses already trust
Power BIExcelOpenAIAnthropicn8nPythonStreamlitWebflowVBA Power BIExcelOpenAIAnthropicn8nPythonStreamlitWebflowVBA
Core Services

Custom systems for
decisions and automation.

Performance dashboard
Revenue overview▲ 12.4%
Revenue
$4.82M
Margin
34.1%
Cash
$1.9M
Revenue by quarter
Revenue mix
68%
Close progress
Reconciled82%
Auto-refresh
On · daily

Financial Decision Support

Turn manual reporting and trapped spreadsheets into clear dashboards and models you can decide from.

Drag & drop workflow
Execution
Progress75%
Status
Active

AI Workflow

Connect your disconnected tools and kill the copy-paste. Data pipelines, internal apps, and AI triage that run themselves.

Financial Decision Support

Clarity you can decide on,
every cycle.

Month-end by hand, reports rebuilt from scratch, finance data trapped in spreadsheets. Turned into a clear, current view you can decide from.

Power BI

Reporting & Dashboards

Manual month-end and from-scratch reports become live dashboards that stay current at a glance.

  • Automated month-end close
  • Live KPI dashboards
  • Reporting pipelines
Excel · Python

Models & Forecasting

Driver-based financial models with Base/Bull/Bear scenarios you can flex on the fly.

  • Scenario planning
  • Rolling forecasts
  • Sensitivity analysis
Power Query

Budget & Variance Analysis

Budget-vs-actual and rolling forecasts that update as the numbers land.

  • Variance flags
  • Automated refresh
  • Monthly roll-forward
Excel · VBA

Custom Financial Tools

Pricing calculators, scenario models, and decision tools no off-the-shelf software covers.

  • Pricing calculators
  • Scenario models
  • Decision support
AI Workflow

Connect your tools.
Kill the copy-paste.

Data movement and triage, not chat widgets. Pull from scattered sources, clean and dedupe, and route it somewhere useful.

Python · n8n · APIs

Data Pipelines

Pull from scattered, disconnected sources, clean and dedupe, and route it somewhere useful.

  • Multi-source ingestion
  • Clean & dedupe
  • Scheduled or triggered
Python · ML

Analytics & Segmentation

Turn customer and operational data into segments, churn signals, and recommendations.

  • Customer segmentation
  • Churn & retention signals
  • Sentiment on reviews
LLM APIs

AI Triage & Enrichment

Reads inbound records or messages, scores them, and routes each to the right place.

  • Classify & score
  • Auto-routing
  • Human-in-the-loop
Python · Web

Internal Apps

Lightweight decision-support apps that replace the spreadsheet everyone fights over.

  • Custom UI
  • Live data backend
  • Role-based access
How we work

Idea to production, in weeks.

1

Discover

A free call to map the data and the decisions it drives.

2

Build

Iterative delivery with check-ins, no black box.

3

Ship

Hardened, documented, and handed off clean.

4

Support

Upkeep and new features on a simple retainer.

ChiC
About

Meet the operator.

I'm Chi, founder of CW Data Consulting. I started it on a simple belief: clarity shouldn't depend on the right software happening to exist. Most tools are too rigid, too generic, or never built for how you actually operate — so I build the ones that fit.

Thousands of people use the tools I've made. But the work that matters most is still custom: sitting down with one client, understanding exactly what they need to see, and building the system that makes it visible.

CW is where that comes together: custom systems, scoped and shipped end-to-end.

Have a backlog you can't get through?

Tell me what's slowing you down. I'll come back with a focused plan, a realistic timeline, and a fixed scope for the first milestone.

Book a free 30-min call →