Turn Finance into a Strategic Growth Engine
Build dynamic budgeting, forecasting, reporting, and consolidation tools in Microsoft Power BI and Fabric.
Finance teams are expected to drive strategy, but face disconnected tools and data.
Insights come too late
By the time you spot the problem, it’s already too late to act.
Teams are out of sync
Siloed tools break assumptions and delay decisions across teams.
You’re planning with guesswork
Spreadsheets can’t adapt to change, making every forecast fragile and out of date.
Dynamic Budgeting, Forecasting, and Reporting Applications—Built with Power BI and Fabric
We implement integrated planning and analytics systems in Power BI that help finance teams align faster, forecast smarter, and lead with data.
Deliver real-time, decision-ready insights with Power BI.
Connect live data across systems to create real-time reports that reflect the current state of the business—not last quarter’s results. Give leaders faster access to the insights they need to act.
Unify financial and operational planning in one platform.
Align finance, sales, operations, and HR around shared drivers and assumptions. Integrated models in Power BI eliminate silos and speed up decision-making across the business.
Build dynamic, driver-based forecasting that adapts in real time.
Model key business drivers and run what-if scenarios on demand. Shift from static, manual forecasts to living models that guide faster, smarter decisions.
Purpose-Built Capabilities for the Office of the CFO
From consolidation to forecasting, see how we help finance teams streamline operations and drive strategic impact.
Financial Close & Consolidation
Multi-entity and multi-currency consolidation
Intercompany eliminations
Detailed variance analysis and reconciliation
Audit trail and version control
GAAP/IFRS reporting and alignment
Financial Reporting & Analytics
P&L, Balance Sheet, Cash Flow reporting
Variance analysis (vs budget, prior year, forecast)
Rolling forecasts and trend dashboards
Drill-through and transactional audit trails
Flash reporting and executive dashboards
Real-time alerting and data refreshes
Consolidated financial KPIs and ratios
Budgeting, Forecasting & Planning
Annual planning, rolling forecasts, and re-forecasting
Driver-based planning and forecasting
Scenario-based (what-if) modeling
Workforce and labor planning
OPEX and departmental budgeting
CAPEX planning & depreciation modeling
Top-down / bottom-up planning
Cost Management & Allocations
Direct and indirect cost allocations
Shared service allocations
Product/customer/channel profitability and P&Ls
Activity-based costing (ABC)
Allocation rules with audit trail
Compliance, Controls & Governance
Workflow approvals and role-based security
Audit logs and version control
Internal controls and governance support
Data lineage and traceability
User and access auditing
Our process
Strategic Kickoff
Align on goals, map processes and assess your data systems.
Collaborative Design
Align on goals, map processes and assess your data systems.
Build, Refine, Test
Align on goals, map processes and assess your data systems.
Project to Platform
Align on goals, map processes and assess your data systems.
Start today and see results in the first months.
Try for yourself
Everything you need to know
Read our FAQs:
Configurability
Our solutions are fully configurable to align with your financial and operational workflows. You can define custom planning models, business rules, approval workflows, and KPIs while incorporating driver-based planning, scenario modeling, and automated calculations. With Power BI’s flexibility, you can create dynamic forecasts, tailor dashboards, and generate reports that adapt to key business drivers—ensuring more accurate, agile decision-making.
You can absolutely start small and scale over time. We often begin with a core planning model—such as budgeting or demand forecasting—and expand into other areas like workforce planning, capital expenditures, or rolling forecasts as your needs evolve. This phased approach ensures faster time-to-value with minimal disruption.
Time-to-Value
The timeline depends on the complexity of your requirements, but most clients see meaningful results within 12 weeks. We prioritize quick wins by delivering core planning capabilities first, ensuring early adoption and immediate impact.
Your team’s involvement will typically include:
- A project sponsor to guide priorities and ensure alignment with business goals.
- Key stakeholders (finance, operations, IT) to provide input on data, processes, and reporting needs.
- A dedicated point of contact to support testing and feedback.While we handle the heavy lifting, engagement from your team helps tailor the solution for maximum impact.
Performance & Scalability
Yes. Power BI and Acterys are built to handle enterprise-scale data processing. Acterys leverages an optimized in-memory engine, while Power BI’s direct query and aggregations ensure high performance on large datasets. Additionally, Azure’s cloud infrastructure supports elastic scaling, ensuring fast response times even as your data grows.
Our solutions are designed to grow alongside your company. Whether expanding planning models, increasing data volumes, or adding new users, we leverage Azure’s infrastructure to maintain performance and reliability. Power BI’s self-service capabilities also empower teams to build additional reports and analyses without relying on IT.
Data Source Integrations
We love the Microsoft ecosystem, but we support integrations with a wide range of systems, including D365, SAP, NetSuite, Salesforce, SQL Server, Snowflake, Databricks, Acumatica, JD Edwards, and more. Power BI, Azure, and Acterys provide pre-built connectors for major platforms, and we can also develop custom integrations if needed.
Data can be refreshed in real-time or on a scheduled basis, depending on your needs. Power BI supports both direct query (live connections) and import mode (cached data for performance). Acterys enables automated data synchronization between source systems and planning models, ensuring that insights remain up to date.
Security & Compliance
Security is built into every layer of our solution. We enforce role-based access control (RBAC), row-level security (RLS), and workspace permissions to ensure users see only the data relevant to them. Additionally, Power BI, Acterys, and Azure comply with enterprise security standards, including SOC 2, GDPR, and ISO 27001.
You have full control over where your data is stored. Our solution leverages your existing data infrastructure, whether on-premises or in the cloud. Power BI connects directly to your databases, data warehouses, or lakehouses, while Acterys operates within your Azure environment. This ensures your data remains secure, governed, and fully under your ownership.
User Friendliness & Adoption
If your team is comfortable with Excel, they’ll quickly adapt to Power BI and Acterys. We design the solution to be intuitive and finance-friendly, minimizing the need for IT involvement. Users can input data directly into planning models, run automated forecasts, and drill into reports with a familiar spreadsheet-like interface. However, we see the best results with teams that are well-versed in Power BI. To maximize adoption and impact, we strongly recommend investing in Power BI training—we also offer tailored training programs to ensure your team’s success.
Training & Support
We offer on-demand video tutorials and hands-on training sessions to ensure your team is confident in using the platform. Training covers everything from report navigation to advanced modeling and self-service analytics.
We offer post-implementation service packages that provide ongoing access to our team, ensuring your users get the support they need. Whether it’s troubleshooting, enhancements, or guidance on best practices, our experts are available to help you continuously optimize and expand your solution.
Ready to get started?
Book a discovery call with our team