Power BI dashboards reconciled to your books
Dashboards that refresh automatically from your system and turn financial and operational data into a clear view of performance. Every figure ties back to the report it comes from.
Does this sound familiar?
- Reports are rebuilt by hand every month
- Two reports show two different numbers for the same thing
- Management wants one view of sales, cash and profit
- Problems only show up at month-end
Power BI Dashboards
KPIs
The measures that matter, tailored to how you run your business.
Cash and profit
Your cash and profit position in one clear view.
Executive reporting
Clear pages for owners and managers: sales, purchasing, people, cash and early warnings.
Automatic refresh
Dashboards refresh automatically from your system.
Sign-off sheet
Before go-live, each dashboard figure is reconciled to the ERP report it comes from. If it does not tie, we tell you why.
Try the sample dashboard Download a sample sign-off sheet (PDF)
A clear path from first call to ongoing support
- Step 01
Discover
We review your records, systems, processes and goals.
- Step 02
Demo & plan
A live demo, then an agreed scope and timeline.
- Step 03
Build
We clean up the books, implement the system and automate.
- Step 04
Run & improve
Ongoing bookkeeping, reporting and advice as you grow.
Straight answers
Will the Power BI dashboards match our books?
Yes. Before you sign off, we reconcile each dashboard figure to the ERP report it comes from, for example revenue to the Profit and Loss and cash to the Balance Sheet. If a figure does not tie, we tell you why.
Do the dashboards update themselves?
Yes. They refresh automatically from your own system, so you are not rebuilding reports by hand each month.
See it before you commit
Book a demo. We review your records, systems and goals, then agree a scope and timeline.