Your company's data, turned into business value.

Data analysis, management reporting, workflow and AI automation for small and mid-sized businesses, with a financial controller's mindset.

Services

From data and systems audits through data visualization to training.

Audit

A quick, fixed-price snapshot of what works well, what is slow, and what is risky in your reports and the processes behind them. It ends with a written report and a prioritized to-do list.

  • Finance process auditMapping the manual steps in reporting and month-end close: what can be automated, and how much time it gives back.1 week · written report
  • Report and data model auditA review of your existing Power BI reports: data model, correctness of calculations, refresh time, usability.1-2 weeks
  • Power BI security auditA check of permissions, row-level security, sharing and workspaces: who sees what, and whether they should.1 week

Audit

A quick, fixed-price snapshot of what works well, what is slow, and what is risky in your reports and the processes behind them. It ends with a written report and a prioritized to-do list.

  • Mapping the manual steps in reporting and month-end close: what can be automated, and how much time it gives back.

  • A review of your existing Power BI reports: data model, correctness of calculations, refresh time, usability.

  • A check of permissions, row-level security, sharing and workspaces: who sees what, and whether they should.

Strategic advisory

Decision support before you spend money on tools or development. We look at it from a controller's side: what needs measuring, and with what.

  • Which metrics management decisions need, who looks at them, how often, and where the data comes from.

  • Power BI, Fabric, or is Excel enough? Needs assessment, cost estimate and an independent recommendation.

  • Where the data should live, who owns it, and in what order to build over the next year or two.

  • A part-time head of data and reporting: plan-vs-actual analysis after close, cost management, oversight of the systems.

Data analysis

A decision-ready answer from the data you already have: where the money goes, what earns the margin, and what to expect next quarter.

  • Margin by product and customer, cost structure, bottlenecks. With a short management summary and recommendations.

  • Revenue, cost and cash flow forecasts, an annual plan and a rolling forecast that your team can update on its own.

  • Analysis and an internal knowledge base built on your own data, in a controlled environment, with verifiable sources.

Data engineering

A reliable data layer under your reports: data arrives on its own, is stored in one place, and reaches users clean.

  • Connecting invoicing, bank, accounting, webshop and Excel sheets with automated data flows and quality checks.

  • A data mart or lakehouse in Microsoft Fabric: a single, secure source with access levels.

  • Automatic matching of bank, invoicing, general ledger and inventory, with a list of differences and an audit trail.

  • Invoices, reminders and data hand-offs to your accountant without depending on IT. Invoicing systems, bank exports, n8n.

Data visualization

The spreadsheet becomes a clear picture from which a manager understands in minutes what is happening and what to do.

  • Power BI management reports: revenue, margin, receivables and cash flow kept current, with automatic KPI tracking.

  • The Excel report assembled by hand every week becomes a self-refreshing Power BI report with the same content.

  • Views tailored to your brand and the way you make decisions, with a consistent template for later reports.

Training and workshops

On-site or online training on your company's own data, so the team can carry on independently after the project.

  • A one-day hands-on course: data model, basic DAX, and a plan-vs-actual report built from the participants' own tables.

  • What Microsoft Fabric offers, what it costs, and whether it is worth it for your company. Architecture, licensing, first steps.

  • A half-day workshop: how AI assistants speed up report development and data preparation, and where caution is needed.

Get in touch

Too much manual work, or numbers you can't trust? Let's talk about how we can help.

By submitting this form, you agree to our Privacy Policy.

Contact information

Connect with us