Industry
Charities & care
Referral automation, group reporting and back-office processes for providers and charities.
Finance teams in investment and advisory firms
Finance teams in investment firms live between the general ledger, the portfolio system and a library of spreadsheets. We have migrated that kind of reporting from legacy tools into Power BI, with the data model, the security and the manual-adjustment capability a finance team needs.
One organised set of figures drawn from the ledger and the portfolio system, producing the P&L and balance sheet in the exact formats you need, including two reporting bases where required.
Migration of reports and their transformations into Power BI with the logic documented and tested against the originals.
Automated matching between the ledger and the portfolio or booking system, with exceptions surfaced for review.
Each person sees only the figures for their role, reports refresh on a schedule, and access is set up so it survives staff changes.
The same four offers as everywhere else, in the order that usually makes sense for this sector.