Data Systems Built for Sovereignty
Transform chaos into clarity. I build financial intelligence systems, custom applications, and analytics platforms that give organizations control over their data and their future.
Free Resources
Start with our guides on finance automation and AI implementation
Services
Specialized in financial intelligence, custom development, and advanced analytics
Financial Intelligence Systems
Power BI dashboards, automated reporting, and financial analytics for multi-entity organizations.
- Executive dashboards
- Budget automation
- Predictive analytics
- Multi-source integration
Custom Application Development
Full-stack applications built with Python, React, and modern data infrastructure.
- Streamlit apps
- Database design
- API integrations
- Real-time analytics
AI Systems Consulting
Leverage AI and automation to build intelligent systems that scale your operations.
- AI integration strategy
- Workflow automation
- Custom AI solutions
- Process optimization
Data Strategy Consulting
Transform spreadsheet chaos into scalable, automated intelligence systems.
- Process automation
- System architecture
- KPI frameworks
- Governance design
Portfolio
Real projects, real results - from enterprise BI to full-stack SaaS applications
Predictive business health monitoring
Enterprise BI & Financial Reporting
Multi-entity financial consolidation across 4 data sources
Challenge
Multi-acquisition organization with manual spreadsheet consolidation across QuickBooks, Salesforce, Recurly, and Teachable. Finance team spending 40+ hours/month on manual data pulls and reconciliation.
Solution
Built unified Power BI semantic model with dimensional architecture, 100+ DAX measures, and predictive business health monitoring. Created executive dashboards with drill-through capability from high-level KPIs to transaction detail.
Technologies
Comprehensive net worth with sovereignty metrics
Financial Sovereignty Dashboard
Real-time net worth tracking with Bitcoin integration
Challenge
Needed comprehensive personal finance visibility across traditional banking, brokerage accounts, and Bitcoin holdings with real-time valuation and goal tracking.
Solution
Built custom Power BI dashboard integrating banking CSV exports, brokerage APIs, and live Bitcoin price feeds. Created sovereignty metrics that measure financial freedom beyond simple net worth.
Technologies
Comprehensive analytics and progress tracking
Full-Stack SaaS Application (Internal Product)
Philosophy-driven habit tracking with AI coaching
Challenge
Build comprehensive system helping people reclaim control over health, finances, and future through daily sovereignty practices. Required complex scoring algorithms, AI integration, and real-time data.
Solution
Complete philosophy-driven SaaS application with 6 specialized paths, AI-powered coaching using OpenAI, dynamic scoring engine, meal planning system, and real-time Bitcoin integration.
Technologies
What Clients Say
We hired Dylan Heiney to help us consolidate our sales reporting and link all of our sales sources into a unified dashboard in Power BI. From the start, he was organized, responsive, and solutions-oriented. He worked through every request and iteration we brought forward, kept us informed along the way, and ultimately delivered a dashboard that's accurate, easy to use, and tailored to how our team works. He played a critical role in getting this across the finish line, and we'd gladly work with him again.
Calculate Your ROI
See how much time and money automation could save your organization. Adjust the inputs to match your situation and get instant results.
ROI Calculator
See how automation impacts your bottom line
Your Current Situation
Include consolidation, reporting, and analysis time
Salary + benefits / 2080 hours (typically $40-$75/hr for finance roles)
People who touch the manual process
Typical range: 1-5% for manual processes
Typical range: $7,500 - $25,000 for most finance automation projects
Your Potential Savings
- • Automation eliminates 85% of manual work
- • Errors cost 5x more to fix than prevent
- • Savings begin immediately after implementation
- • Does not include opportunity cost or strategic value
What's Not Included
- • Faster decision-making with real-time data
- • Better analysis (team has time for strategy)
- • Reduced turnover (less tedious work)
- • Scalability (same system works at 10x revenue)
Typical Projects
- • Power BI Dashboard: $7,500 - $15,000
- • Custom App: $15,000 - $30,000
- • Hybrid Solution: $20,000 - $40,000
- • Timeline: 4-12 weeks
Real Results
- • Summit Education: 40+ hrs/month saved
- • 2-month payback period (typical)
- • 85-95% reduction in manual work
- • 0% ongoing licensing fees
About
I build systems that give people and organizations sovereignty over their data, decisions, and future. Whether it's replacing manual financial consolidation with automated intelligence, building habit tracking systems that measure freedom not just metrics, or detecting market inefficiencies through advanced analytics - the philosophy is the same: complexity is the enemy, clarity is the goal.
My background spans financial systems (Power BI, NetSuite, QuickBooks), full-stack development (Python, React, databases), and advanced analytics (statistical modeling, predictive systems). But what sets my work apart isn't just technical capability - it's the ability to translate business chaos into systematic sovereignty.
“Sovereignty is measured not by what you own, but by how long you can say no.”
This principle drives every system I build - creating optionality through automation, clarity through design, and freedom through data.
Technical Expertise
Business Intelligence
- • Power BI (DAX, dimensional modeling)
- • Financial reporting automation
- • Executive dashboard design
- • Predictive analytics
AI-Accelerated Development
- • Leverage AI to build faster and smarter
- • Python, React, APIs (AI-assisted)
- • Database design and architecture
- • Weeks of work compressed into days
What Makes Me Different: AI as a Force Multiplier
I don't just know how to code - I know how to leverage AI to deliver enterprise-grade solutions at a fraction of traditional timelines and costs.
- Speed: AI helps me build in days what traditionally takes weeks. The Sovereignty Tracker app? Built in days, not months.
- Quality: AI handles boilerplate, I focus on architecture and business logic. You get better systems, faster.
- Cost: Faster delivery = lower costs. You pay for 60 hours of work that would have taken 200 hours traditionally.
- Innovation: I integrate AI into your solutions - not just building systems, but building intelligent systems.
How I Work
Week 1: Discovery
Data audit, requirements gathering, understand your challenge and current processes
Week 2: Design
Architecture planning, data model design, dashboard sketches, get your approval
Weeks 3-5: Build & Iterate
Core development with weekly check-ins, show progress, gather feedback, adjust based on real usage
Week 6: Handoff
Training, documentation, system ownership transfer to your team
Key Principles
- Discovery First: I don't build what you think you need - I build what actually solves the problem
- Iterative Development: Working systems fast, then iterate based on real usage
- Documentation Matters: Systems are only sovereign if others can maintain them
- Flexible Engagement: Project-based or ongoing consulting tailored to your needs
Transparent Pricing
No surprises, no hidden costs. Just honest, value-driven consulting.
Hourly Rate
Based on project complexity • Billed biweekly
- Simple integrations: $125/hr
- Complex systems: $150-175/hr
- No long-term contracts
- Transparent time tracking
Typical Projects
40-60 hours | 3-4 weeks
60-120 hours | 4-6 weeks
80-200 hours | 6-12 weeks
ROI Reality Check: Most clients save 20-50 hours/month in manual work.
At $40/hour fully-loaded cost, that's $800-2,000/month saved. A $10,000 investment pays for itself in 5-12 months, then saves you money forever.
Ready to Talk?
Let's discuss your challenges and explore whether we're a good fit.
What to Expect
A discovery call is a free 30-minute conversation where we dig into your current challenges and explore potential solutions. No sales pressure, just an honest assessment of whether I can help.
Understand Your Pain Points
We'll identify the specific bottlenecks costing you time and money.
Assess Technical Fit
Determine if Power BI, custom dev, or another approach is right for you.
Get a Rough Scope & Timeline
Walk away with a clear idea of what a solution would look like.
No Obligation
If we're not a fit, I'll point you toward better alternatives.
Typical wait time: I respond to all requests within 24 hours and typically schedule calls within 3-5 business days.
Request a Discovery Call
Free 30-minute call. No commitment required.
Frequently Asked Questions
Common questions about working together
Do I need Power BI or custom development?
It depends on your current tech stack and goals. Choose Power BI if you're already in the Microsoft ecosystem, need enterprise security/governance, and want your finance team to maintain it. Choose custom development if you need full control over UX, are building consumer-facing products, or want to own 100% of the codebase.
I don't push one or the other - during our discovery call, I'll assess your situation and recommend the best approach for your specific needs.
How long does a typical project take?
Most projects follow a 6-week timeline:
- • Week 1: Discovery and data audit
- • Week 2: Architecture design and planning
- • Weeks 3-5: Build and iterate with weekly check-ins
- • Week 6: Training and handoff
Simpler projects can be done in 3-4 weeks, while more complex multi-source integrations might take 8-10 weeks.
What's the typical investment?
My hourly rate ranges from $125-175/hour depending on project complexity, billed biweekly. Typical project ranges:
- • Basic Dashboard: $5,000-8,000 (40-60 hours)
- • Advanced BI System: $8,000-15,000 (60-120 hours)
- • Custom Application: $10,000-25,000 (80-200 hours)
Thanks to AI-accelerated development, you often get solutions in half the time of traditional consulting - meaning better systems at lower total costs.
Can my team maintain the system after handoff?
Absolutely - that's a core principle of how I work. I don't believe in vendor lock-in. Every system I build includes complete documentation and training so your team can own and maintain it. For Power BI projects, your finance team will be able to refresh data, modify reports, and add new visuals. For custom applications, I provide full code documentation and can train your developers.
Optional ongoing support is available if you want it, but never required.
How do you handle data access and security?
Security is paramount. I typically work with read-only API access or service accounts - meaning I can only view data, never modify it. I sign NDAs before any data access, use encrypted connections only, and can work within your existing security policies. For highly sensitive data, I can work on-site at your office if needed.
During discovery, I only need to see data structure and sample records - not full production datasets. You maintain full control and can revoke access anytime.
What if I'm not sure what I need?
That's exactly why I start with a free 30-minute discovery call. I'll ask about your current challenges, data sources, and goals. Often, what you think you need isn't actually what will solve the problem. I'll give you my honest assessment of what approach makes sense, rough timeline, and estimated investment. No pressure, no sales pitch - just expert guidance to help you make the right decision.