Try Power Bi & put your organisation’s finances at your fingertips. Access real time financial data & bespoke reports in a clear, visual format.

What is Power Bi?
Microsoft Power Bi is a data visualization analytics tool that consolidates information from multiple sources into a streamlined, easy-to-read dashboard. It empowers organisations to monitor every aspect of their finances in real-time, enabling precise reporting and data-driven decision-making with live insights.

Power Bi will save you time and money (and help you make better financial decisions)

  • Get an up to the minute overview of your financial health
    Look in detail at each departments financial performance, individually displayed versus budget.
  • Instantly prepare management accounts to submit to head office or the board of trustees.
    Remove the stress of preparing management accounts.
  • Identify and eliminate errors
    Prevent time consuming, costly errors by easily identifying issues before they become problems.
  • Find the Devil in the detail
    Drill down in to any aspect of your finances, and quickly review the detail behind the numbers.

A word from one of our satisfied customers…

“Our finance worker loves the templates as she can see the whole business and correct any errors efficiently. We no longer need to prepare our management accounts as they are always there for us. We can also fully trust the output which has helped us hugely with forecasting in difficult times. The visual representation gives an overview of every aspect of our financial position in a stunning format we couldn’t have previously imagined.”

Simon Allen, CEO, Age UK Bath & NE Somerset

Power Bi in action

On average we use ten templates during the month to review the organisation for all our analysis & reporting requirements. The information is live and will feed directly from your finance system, using a secure backend server link. 

Using this board report summary enables the user to view the income and expenditure of the main contributors of the organisation. You can drill down into any aspect of the organisation by selecting any part of the visuals. This allows you to quickly review the detail behind the numbers, by displaying the invoices, journals and bills which are creating the charts.


Power-Bi-dashboard

This real-time dashboard can be used in several ways:

  • Review your expenditure vs budget to identify any variances.
  • Filter by department for a closer examination of individual performance.
  • Select any section for the detail behind the cost.
  • Use the analysis to adjust your forecasts.
  • Include within quarter-end reporting pack.

A cost effective, bespoke package just for you!

We will work with you over a one-month period to create a set of templates bespoke to you.

This process involves the following tasks:

Bespoke mapping

Ensure data sources are
accurately linked.

Data clean up

Prepare your data for use

Backend setup

Link Power BI to your
finance system.

Cloud server set up

Access your data from
anywhere.

Template build

Personalised templates built
with your input.

Training

Learn how best to utilise the
templates for daily use.

Costs

We can setup and manage Power Bi as part of a monthly financial outsourcing package or as a standalone project.

Setup fee

Price on application

The setup cost will depend on the health of your existing finance system

Monthly fee

£99

Includes a direct link to your bespoke dashboards and support from our dedicated team.

Get in touch to find out more