Services
From a single P&L pack to a full multi-entity reporting layer. Every project scoped, designed and delivered by consultants who understand finance.
What we do
Each is a starting point, not a menu — real projects almost always combine elements.
For finance teams new to Power BI, or moving off Excel. We build the full reporting layer.
For reports built by generalists. We review, rebuild gaps, keep what works.
P&L packs, AR dashboards, cash flow forecasts, consolidations.
Lighter touch. A finance specialist's second opinion on what you have.
What a typical project looks like
A common shape of engagement, priced to give you a real sense of scale.
A UK services company running Sage 50, with:
Common challenges in this situation include:
Monthly report production and distribution
Presentation and understanding
In a situation like this, we like to deliver in phases. Firstly, so the client can receive early benefits. Secondly, because if the client is just starting to implement Power BI, the first phase is often very clear — but subsequent phases benefit from the client using the system for a while.
We aim to have a first working, automated solution operating within a month of kick-off and data access. It's typical to allow another elapsed month for users to adjust and for minor changes to the reports.
Phase 1 is typically scoped for the finance team and — often — the CEO. Especially if it's the first time you've used Power BI for finance reporting, this is the group who need visibility first. Wider budget-holder access, board views, and role-dependent security tend to arrive in Phase 2.
Plus drill-throughs. Intuitive chart-of-accounts builder. Refreshing many times a day. Covering:
Plus drill-through. Refreshing multiple times per day. Covering:
Access for one user to over 30 hours of tuition on how to construct a 3-way finance report in Power BI. A CPD certificate on completion. The course doesn't describe your bespoke report line-by-line, but by the end of it, your team member will understand the principles behind the report we've built and be able to tackle their own maintenance and enhancements.
Reports branded to the client. Automated Sage 50 connections. Finance report and AR report combined in a single Power BI App, with separate audience configuration for the two reports within one app. Data model built, reports designed and built, rollout with finance and budget-holders, training documented.
Every project carries a three-month warranty from delivery. Errors and omissions are corrected at our cost. We stand behind the work.
Price and timeline
Fixed price
£3,900
Everything in Phase 1, delivered.
Timeline
4 weeks to initial delivery
6-8 weeks to finalisation. From kick-off and data access.
Where projects often go next
Once the core reporting is live and being used, common additions we're asked to build include:
Multi-entity groups, other accounting systems — Xero, Sage 200, Business Central, Odoo — different reporting scope. All common variations.
Larger multi-entity implementations sit further up the range. The scoping call is where we work out where yours fits.
Process
A call to understand your accounting system, reporting needs, and business context. We come back with a fixed-price quote and timeline.
A deeper session with your finance team to walk through your chart of accounts, budgets, existing reports, and how you want the new reporting to work.
We design, model and build the reports. You see progress at agreed checkpoints.
We deploy the reports to your finance team, budget-holders, and executives. Training documented.
We stay close for a defined period after go-live to make sure the reports get used properly.
Coverage
Sage 50, Sage 200, Xero, Business Central, Odoo — and others.
Manufacturing, hospitality, construction, food production, retail, housing, charities, care homes, architecture, interior design — and football clubs.
After we build it
Once your reporting is live, all we need on your side is standard Microsoft licences. There's no monthly Accounting Insights retainer, no minimum spend commitment. You pay for support only when you need it — a change, an issue, a new report added.
We work this way because we're confident in what we've built. Well-designed Power BI finance reporting shouldn't require ongoing intervention to keep working. When you do need us, we're there. When you don't, we're not billing.
Post-paid
£100 / hour
Billed monthly in arrears.
Pre-paid
£60 / hour
40% saving. Bought as a bundle in advance.
A free 30-minute scoping call. We'll walk through your accounting system, your reporting needs, and come back with a fixed-price quote shaped to your situation.
Book a scoping call