Customer stories

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See how teams across healthcare, HR, logistics, and SaaS replaced spreadsheets and legacy BI licenses with dashboards their own customers actually use.

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7+success stories
4.9on Capterra
4.4on G2
4.9on GetApp

G2 Leader · Fall 2025

★ ★ ★ ★ ★

"Now I can basically provide anything the customer needs from their dashboard, and I really don't have limitations. I can customize anything."

Pedro Hernandez

Peopleworks

4.9/5 on Capterra

Trusted by leading companies

Syscon
Networcx
A4B
DigiQuip
CarNow
Revver
Smartway2
GeniusVets
Talentegy

Showing 7 of 7 stories

How Vialto Partners cut report generation time by 60%

Vialto Partners consolidated fragmented data sources into a single, customizable Bold BI dashboard, cutting report generation time by 60% and speeding up decision-making by about 40%.

How Backwind visualized BigQuery data in real time

Backwind LLC used Bold BI to connect directly to BigQuery, turning raw warehouse data into interactive dashboards with real-time insights and faster reporting.

How Zebra Healthcare built enterprise dashboards for free

Leveraging 25+ years of experience in transformative technology, Zebra Healthcare Ltd. used the Bold BI Community License to design enterprise-grade clinical dashboards at no cost.

How Persistent Systems cut manual reporting work

Nirbhay Kumar, a full-stack developer at Persistent Systems, a software consulting firm, used Bold BI's embedding tools to reduce the manual work behind client reporting.

How ai-InteleKt embedded and white-labeled its dashboards

Ravi Srinivasan, founder of ai-InteleKt, a company dedicated to outfitting businesses with data solutions, used Bold BI to embed and white-label dashboarding across its platform.

How Assurance lowered costs and lifted productivity

An insurance agency operating as Assurance, a Marsh McLennan Agency LLC company, used Bold BI to save $200K in annual costs while increasing team productivity.

How Traffic Data Exchange gave freight clients an edge

Traffic Data Exchange used Bold BI to give its freight industry clients a data advantage, delivering dashboards that turn logistics data into faster decisions.

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Recognized by G2, TrustRadius, and Visual Studio Magazine for delivering standout performance and value.

I appreciate Bold BI for making it easier to provide reporting for our customers, allowing both our analysts and customers to easily build and publish reports. The ability to build dashboards and modify queries for specific outcomes is very user-friendly. I value the mobile readiness of the app and its integration capabilities with API structures. The addition of AI features is impressive. The economic pricing model and the effective partnership, which includes consistent and helpful support, make it an invaluable tool for our OEM model.

The support from Bold is unmatched. They do not charge extra for support and it is excellent anyway. All our tickets and questions are quickly answered with authoritative and precise guidance. This is important at the product is complex, powerful and mature. To get the most out of the tool, the level of support they provide is essential.

It was easy to implement data visualizations into our product. The standard widgets allowed us to build professional looking dashboards, and a robust API provided excellent control of the development and runtime process from within our application.

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