Our Services

We streamline your monthly and quarterly reporting cycles by automating data extraction, consolidation and presentation. This reduces manual effort, improves accuracy and ensures consistent reporting across your organisation.

Whether you're dealing with multiple divisions, different systems, or complex consolidation requirements, our automation solutions eliminate the time-consuming manual work that often leads to errors and delays.

Typical Outputs Include:

• Automated management accounts
• Automated modelling in Excel feeding off live Power BI semantic model
• Standardised board pack templates
• Consolidated divisional performance reports
• Month-end and year-to-date summaries
• Automated variance analysis
• Consolidated financial statements

We build interactive dashboards that provide real-time visibility into key financial and operational metrics. These dashboards are designed around your processes, your KPIs and your decision-making needs.

Our Power BI solutions connect directly to your data sources, ensuring that decision-makers always have access to the latest information. No more waiting for reports to be compiled - see your numbers in real-time.

Core Dashboard Solutions Include:

• Executive KPI dashboards
• Daily, weekly and monthly sales tracking
• Division or branch performance comparison
• Accounts receivable and cashflow monitoring
• Stock levels and critical inventory alerts
• Budget vs actual analysis
• Trend analysis and forecasting

We help organisations make sense of their numbers by identifying trends, drivers and risks. Our analytics work supports decision-making at both operational and strategic levels.

Examples Include:

• Profitability and cost analysis
• Revenue and margin trends
• Budget monitoring and variance insights
• Customer and product profitability analysis

Many reporting challenges arise from inefficient or inconsistent processes. We work with your finance and operations teams to map workflows, simplify data paths and introduce controls that improve reliability.

Our process optimization work ensures that your reporting infrastructure is robust, repeatable, and scalable. We help you build processes that work today and can grow with your business.

Focus Areas:

• Data collection and validation
• Month-end close process optimisation
• Reporting workflow standardisation
• KPI definition and alignment
• Data quality controls
• Documentation and training
• Continuous improvement frameworks

Every organisation is different. If you have a specific reporting or data challenge, we design tailored solutions — from spreadsheet automation to fully integrated analytics models.

Whether you need a one-off solution or an ongoing partnership, we work with you to understand your unique requirements and deliver solutions that fit your business.

Custom Solutions Include:

• Tailored reporting solutions
• Integrated analytics models
• Spreadsheet automation
• Custom dashboard development
• Data integration and ETL processes
• API development and integration
• Ongoing support and maintenance

We help you connect disparate data sources and systems to create a unified view of your business. Our integration solutions ensure data flows seamlessly from source to insight.

Whether you're working with ERP systems, databases, spreadsheets, or cloud applications, we design integration solutions that bring your data together in a way that makes sense for your business.