Services

Jet Reports, Cosmos

Financial reporting in Excel

Live, refreshable reports that pull straight from your ERP, on-premises or in the cloud. Finance keeps working in Excel; the numbers stop being copied by hand.

What you get

• P&L, balance sheet and cash flow report packs
• Multi-company and multi-currency consolidation
• Migration from legacy report writers
• Training so your team can build their own reports

Jet Analytics, TimeXtender

Data warehouse and modelling

One governed source for finance and operations data. Built with automation tools rather than hand-written code, so it’s easier to maintain and survives ERP upgrades.

What you get

• Data model design for Dynamics and other sources
• Cubes and semantic models for Excel and Power BI
• Scheduled loads with monitoring and alerts
• Upgrades and moves to SQL Server, Azure or Microsoft Fabric

Bizview

Budgeting and forecasting

Move the budget out of emailed spreadsheets and into a web-based process with owners, approvals and versions.

What you get

• Budget and forecast input templates
• Approval workflow by department or entity
• Actual versus budget variance reporting
• Rollout support and user training

Power BI

Management dashboards

Dashboards built on the same data as your financial reports, so management and finance are looking at one set of numbers.

What you get

• Data models and measures that match your reports
• Management and operations dashboards
• Workspace setup, security and scheduled refresh
• Training for report consumers and authors

Power Automate

Workflow automation

Take the repetitive steps out of month-end and day-to-day reporting.

What you get

• Scheduled report distribution
• Approval flows in Teams and Outlook
• Alerts when figures cross a threshold
• Hand-offs between Microsoft 365 and your ERP