EngineBI

EngineBI offers tech-enabled finance and strategic planning services, primarily to marketing agencies. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Accounting, Finance and Financial Services. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

EngineBI is based in Chicago, Illinois. More on enginebi.net.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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