Optimizing & Automating Financial Reporting with Excel & Power BI

We help finance teams optimize and automate financial reporting using Excel and Power BI — without introducing new systems or unnecessary complexity. Many finance teams still rely on manual spreadsheets that are time-consuming, error-prone, and difficult to scale. We work with a variety of companies with different sizes to streamline reporting processes, reduce manual effort, and deliver decision-ready insights that leadership can trust. Our focus is on practical, secure solutions built on tools finance teams already use. By combining strong financial expertise with advanced Excel automation and Power BI reporting, we help organisations close faster, improve data quality, and free up valuable time for analysis rather than data preparation. Whether it is cleaning up complex Excel models, automating recurring reports, or building clear management dashboards, our reporting delivers reporting that is optimised, automated, and fit for FP&A decision-making.

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Service Packages

Business professionals reading financial reports

Assessment / Reporting Audit

Review of Excel models, Power BI reports, and data sources
Mapping of current reporting workflow
Identification of manual steps, bottlenecks, and risks

Performance and stability checks
Prioritized roadmap with quick wins
Written summary with recommendations

Duration: Usually between 1 and 5 business days

Value: Clear visibility on reporting issues and immediate improvement opportunities

Automation Starter

Automation of one recurring high-impact report

Power Query data ingestion setup
Excel or Power BI refresh-ready model
Removal of manual copy-paste steps
Documentation and training session

Duration: Around a week

Value: Immediate time savings and measurable ROI

Advanced Analytics & Reporting

C-suite-ready dashboards
Consolidated multi-entity reporting
Scenario and sensitivity analysis
Driver-based financial models
KPI frameworks and performance optimization

Duration: Two to Four Weeks

Value: Decision-ready insights and strategic finance capability

Ongoing Support Retainer

Monthly reporting updates and enhancements
New KPIs and metrics
Troubleshooting and performance tuning
Priority FP&A support during peak cycles

Duration: On a Monthly Basis

Value: Stable, scalable reporting without internal hiring