Reporting & Dashboards · Finance & Accounting
Reporting & Dashboards for Finance & Accounting
Connect Power BI to your existing data sources and get live dashboards and automated reports so you always know where your business stands.
Why finance & accounting businesses choose this
Reporting & Dashboards built for finance & accounting
Accounting firms and finance teams spend their most expensive hours on data entry, invoice chasing, and manual reconciliation instead of advisory work. Month-end closes stretch for days when they could take hours, and AP/AR follow-ups consume staff time that should drive client value. Automating these workflows on Microsoft 365 turns repetitive processing into reliable, hands-off operations.
Reduce month-end close time by up to 40% with automated reconciliation
Recover 8-12 billable hours per week lost to AR chasing and data entry
Consolidate multi-entity reporting into live dashboards updated in real time
How it works
What we actually build and deliver
We connect Power BI to your data sources — accounting software, CRM, spreadsheets, databases, or APIs — and build dashboards that update automatically. Each dashboard is designed around the questions your team actually asks: revenue, margins, pipeline, utilisation, or compliance. We set up scheduled email reports so stakeholders get the numbers without logging in. Your team gets a live, single source of truth instead of manually compiling reports each month.
The problem
What is slowing finance & accounting businesses down
Month-end close stuck in manual reconciliation
Accountants spend days exporting, copying, and cross-checking spreadsheets when most of that work could be automated.
AP/AR chasing consuming too much staff time
Following up unpaid invoices and approving supplier payments is repetitive. Every hour spent on it is an hour not spent on advisory work.
No consolidated view across clients or entities
Each client or entity has its own spreadsheet. Getting a picture of performance across the portfolio means manual work every time.
What we build
Reporting & Dashboards use cases for finance & accounting
Consolidated P&L and cash flow dashboard across entities
Debtor ageing and AR collection performance reports
Practice productivity and WIP tracking dashboard
FAQ
Common questions
What data sources can you connect to?
Xero, MYOB, QuickBooks, Salesforce, HubSpot, SQL databases, SharePoint, Excel, Google Sheets, and any system with a REST API or data export.
How often does the data refresh?
Dashboards can refresh as frequently as every 15 minutes for Pro licences, or in near real-time with Premium. We configure the right cadence for your needs.
Can different teams see different dashboards?
Yes. We implement row-level security so each user only sees data relevant to their role, team, or region.
Can this connect to Xero, MYOB, or QuickBooks?
Yes. Power Automate has native connectors for Xero and MYOB, and connects to QuickBooks via API.
Is financial data secure inside Microsoft 365?
Yes. Everything runs inside your tenant. Microsoft 365 is enterprise-grade and meets Australian Privacy Act requirements.
Can AI actually read and extract data from invoices?
Yes. AI Builder inside the Power Platform can extract line items, totals, ABNs, and supplier names from PDFs with high accuracy.
Explore more
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Ready to automate your finance & accounting business?
We will scope the work, provide a fixed price, and you decide. No obligation.