Finance Analytics Services That Automate Reporting & Unlock Insights

We design, build, and optimize Power BI finance dashboards that give CFOs, controllers, and analysts the tools to make faster, data-driven decisions.

Custom Finance Dashboards in Power BI

We create dashboards that turn complex financial data into actionable insights.
  • Profit & Loss (P&L), Balance Sheet, and Cash Flow dashboards
  • Budget vs Actuals with drill-down capability
  • Multi-entity consolidation & group reporting
  • Financial KPIs: ROI, profitability, liquidity, debt ratios
Power BI financial dashboard templates, financial KPI dashboards, financial health dashboards.

Financial Planning & Analysis (FP&A) Dashboards

Empower your finance team with forward-looking insights
  • Automated budget vs forecast comparisons
  • Scenario planning (best case, base case, worst case)
  • Variance analysis to track performance gaps
  • Revenue, margin, and cash flow forecasting
Power BI for FP&A, financial forecasting in Power BI, budgeting and forecasting tools.

Data Modeling & Reporting Automation

Stop chasing spreadsheets. Automate your reporting cycle.
  • Power Query pipelines for ERP, QuickBooks, and Excel data
  • Advanced DAX measures for KPIs and ratios
  • Automated refresh & secure distribution in Power BI Service
  • Financial data modeling best practices
: automated financial reporting Power BI, Power Query for financial data, DAX for financial analysis.

Role-Specific Dashboards

We design dashboards tailored to how you work.
  • CFO Dashboards: high-level KPIs, liquidity, ROI
  • Controller Dashboards: compliance, reconciliations, variances
  • Financial Analyst Dashboards: drill-down models, trend analysis
  • Accountant Dashboards: monthly close & reconciliations
CFO dashboard, financial controller reporting, accountant dashboard.

Training & Adoption Support

Dashboards only work if your team uses them.
  • Hands-on Power BI training for finance teams
  • Governance & security best practices
  • Ongoing support to refine models as business grows
Power BI for accounting, financial data visualization, business intelligence for finance.

How It Works

Our streamlined process ensures you get the exact financial dashboards you need, tailored to your specific data and KPIs.

01

Finance-first expertise

We’re not generic BI consultants — we’re finance professionals who understand P&L, cash flow, and forecasting.

02

Global experience

100+ dashboards delivered across SaaS, retail, healthcare, manufacturing, and services.

03

Scalable solutions

From startup FP&A dashboards to enterprise group consolidations.

04

Faster ROI

: Cut reporting cycles from days to minutes.

Ready to Move Beyond Spreadsheets?

Let us design dashboards that put your financial data to work.