Live P&L Dashboards
Profit and loss by entity, department or product, refreshed automatically.
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Power BI & Analytics
Live dashboards that turn your ledger into a real-time view of performance.
Overview
Monthly PDFs show where you were. Live dashboards show where you are. We design the data model, connect your sources and build Power BI reports that finance and leadership use every day.
Because the team are accountants first, every dashboard reconciles back to the ledger. The numbers on screen match the numbers in your accounts.
Services
What Power BI & Analytics covers
Cash & Working Capital Analytics
Cash position, debtor days, creditor days and inventory turns in one view.
Data Architecture Build
A clean data model and pipelines that connect your accounting, CRM and operational systems.
Dashboard Health Check
An existing Power BI estate reviewed for accuracy, performance and governance.
Analytics Retainer
Ongoing changes, new reports and support from the same team every month.
Secure BI & Compliance
Row-level security, access controls and data handling aligned to GDPR.
BI Spend Optimization
Licences, capacity and refresh schedules reviewed so you pay only for what you use.
How it works
A clear path from first call to results
Discover
We agree the decisions each dashboard must support and the metrics behind them.
Model
Source data is connected and modelled, then reconciled to the ledger.
Build
Reports are designed, tested with your team and refined.
Run
Dashboards refresh automatically and are supported under retainer.
Engagement
Scoped to your business
Every engagement is priced after a short scoping call, based on your size, complexity and the services you choose. You receive a written proposal before any work begins.
Request a quoteRelated services
Works well with
Consultation
Talk to a chartered accountant about Power BI & Analytics
Tell us about your business and what you need. A member of our team will reply to arrange a call.