Power BI & Business Intelligence services

A Power BI implementation covers data architecture design, ETL pipeline development, semantic model creation, DAX measure building, governance frameworks, and role-level security setup. We begin with a data audit to understand your existing sources — accounting systems, CRM, ERP, spreadsheets — and design a model that consolidates them into a governed, automated reporting environment.

Most implementations are completed within 4–12 weeks depending on the number of data sources, the complexity of the data model, and the reporting requirements. Simpler financial reporting builds can be delivered in 4–6 weeks. Enterprise environments with multiple entities, currencies, and integrated CRM and ERP data typically take 8–12 weeks.

We integrate with Xero, QuickBooks, Jumis, Horizon, Moneo, and major ERP environments. We also connect to CRM systems, project management platforms, and custom REST APIs. The integration method depends on available connectors, API access, and data refresh requirements — we assess this during the initial discovery phase.

Financial reporting automation replaces manual spreadsheet exports with structured, automated P&L, balance sheet, cash flow, and budget reports pulled directly from your accounting systems into Power BI. Reports refresh automatically, support multi-entity consolidation and multi-currency conversion, and provide drill-down to transaction level — eliminating the monthly close process bottleneck.

Any structured operational data — CRM pipeline and activity data, ERP production and inventory data, project management utilisation and delivery metrics, HR data, and custom workflow data from REST APIs. We build dashboards that give managers real-time visibility into team performance, workflow efficiency, and delivery KPIs without manual data extraction.

Yes. Post-implementation support covers report maintenance, model updates as your data sources change, new dashboard development, user training, and governance updates. Many clients retain us for ongoing BI development as their reporting needs grow — adding new data sources, departments, or entity consolidations over time.

Role-level security (RLS) restricts which data each user or group can see within a shared Power BI report — so a regional manager sees only their region’s data, while the CFO sees the full consolidated view. It’s critical for organisations with multiple entities, departments, or external stakeholders accessing the same BI environment, without needing separate reports for each audience.