We design and build the Power BI reporting your finance team, budget-holders and executives will actually use.
Built on the accounting systems your finance team already uses
If your organisation uses Power BI but your finance team is still building management reports in Excel, you're not alone. The reasons are usually the same.
The data analytics team built dashboards for sales and operations, but the brief for finance never quite came together. Variance analysis, multi-entity consolidation, cash flow reporting, debtor days, actual-plus-remainder forecasting — these don't translate easily for someone who has never closed a month.
The gap between we use Power BI and finance has the reporting it needs is wider than most organisations realise.
What makes us different
Accounting Insights is the Power BI consultancy where every consultant speaks both languages — finance and Power BI — fluently.
Every Power BI consultant on our team is a qualified accountant or has worked in or led a finance function. Without exception.
Our co-founder Hugh Johnson has been building finance reporting on Power BI since January 2015 — before Microsoft's official launch of the product.
Connections, data model, report design, rollout and training. Reporting your finance team actually uses.
How we work with finance teams
For finance teams new to Power BI, or moving off Excel-based management reporting. We design and build the full reporting layer — P&L, variance analysis, budget vs actual, cash flow, AR, AP — connected to your accounting system and ready for finance and budget-holders to use.
For organisations whose finance reports were built by generalists, or inherited from previous tools, and don't quite work. We review, rebuild the gaps, keep what works — and make the reporting reflect how finance actually thinks.
Discrete deliverables. A P&L pack with proper variance analysis. An accounts receivable dashboard. A cash flow forecast tied to the ledger. A consolidation across multiple entities. We've done these many times and can move quickly.
A lighter touch. For in-house teams with Power BI capability who want a finance specialist's view on whether their reporting is fit for purpose, or on how to approach a specific reporting challenge.
What we've built
Manufacturing, hospitality, construction, food production, retail, housing, charities, care homes, architecture, interior design — and, yes, football clubs.
Management pack for a manufacturing group with seven entities. Income statements, variance against budget and prior year, drillable to transaction level. Board, management, and budget-holder views. Cash flow.
Accounts receivable dashboard for an IT services provider. Summary of current position and trends. Collections focus page. Drill through to full customer history.
Resources and depth
Featured series · AccountingWEB
Hugh's ongoing series for AccountingWEB — the UK's leading independent community for accounting professionals. A practical, finance-led introduction to Power BI for finance teams.
Our sister site accountinginsights.pro offers ready-made Power BI templates and self-service training for finance teams that want to do this work in-house.
A free 30-minute call. No commitment. We'll listen to what you're trying to do, give you our honest view on the best path forward, and tell you whether we're the right fit.
Book a discovery call