What Is FP&Automation?
We are Power BI specialists focused on providing you with best-in-class financial reporting, budgeting, and forecasting solutions.
Specialized FP&A Solutions with Power BI
Integrated reporting for: QuickBooks, Xero, NetSuite, Business Central, Dynamics 365, Shopify, and Salesforce.
Custom planning solutions for: Revenue, COGS, OPEX, Payroll, CAPEX, 13 Weeks Cash Flow, Working Capital, Cost Allocation, Demand Planning, and more.
Applications
We offer a full suite of pre-configured financial reporting and process automation solutions. Our apps include items like:
- Automated, comprehensive financial reporting for QuickBooks, Xero, NetSuite, and other systems
- Apps to automate finance and accounting tasks like Accounts Receivable reminders
Training & Education
We train your team to use self-service technologies to build world-class FP&A tools. Get the skills and guidance to:
- Build advanced analytics and reporting solutions on demand
- Build self-service applications to automate and streamline processes
Professional Services
We build and support bespoke solutions for your team. We'll partner with you to:
- Create, implement, and manage custom FP&A tools
- Augment and accelerate your finance transformation efforts with world-class expertise