A complete financial reporting suite in Power BI, connected directly to the client's ERP system, built to give the CFO and senior leadership on-demand access to the numbers that previously required a request and a wait.
The finance team's standard process for producing P&L, cash flow and balance sheet reporting was manual: the CFO would request a report, and the finance team would compile it from source. There was no single, governed model behind the three statements — each was built fresh, on request, from raw ERP exports.
This created two problems. First, latency — the CFO's access to financial position was only as current as the last manual compile. Second, consistency risk — without a shared data model, there was no guarantee that figures in the P&L, cash flow and balance sheet reconciled against a single source of truth.
Financial reporting was produced manually by the finance team, on request from the CFO. Each report was a fresh compile from ERP exports, with no shared underlying data model across the three statements.
The CFO has on-demand access to P&L, cash flow and balance sheet through a single Power BI suite, refreshed daily and connected directly to the ERP system — available whenever it's needed, not just when requested.
Engagements start with a scoping call, then a time & materials quote based on what's actually needed.