Power BI Development & Finance Analytics
Connect QuickBooks Online, spreadsheets, databases and business applications. FinSync builds custom Power BI dashboards, improves existing reports and automates data preparation—so your team can review performance without rebuilding the same spreadsheets.
Financial reporting for accounting firms, CPAs, CFOs and growing businesses—from P&L and cash flow to budget comparisons and multi-entity reporting.
Budget vs actual
Q3, July to September · Consolidated
Actual vs budget, US dollars
Your stack, connected.
Build new dashboards, improve reports you already use, or connect the systems behind your reporting.
Custom dashboards for finance, sales and operations, built around your business questions. Get help with new reports, data modeling, DAX calculations and improvements to existing Power BI reports.
Bring QuickBooks Online data into financial reports built around your chart of accounts and reporting calendar. Review P&L, cash flow, receivables, budget comparisons and performance across entities.
Connect spreadsheets, databases and business applications using Python, SQL and APIs. Automate recurring data preparation and build scheduled pipelines with validation and monitoring.
Explore illustrative Power BI reports for budget comparisons, cash flow and multi-entity performance. These examples show our finance reporting focus; other dashboards are built around your business requirements.
Q3, July to September · Consolidated
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| Line | Actual | Budget | Variance | Var. % | Impact |
|---|---|---|---|---|---|
| Revenue | 1,284,000 | 1,244,000 | +40,000 | +3.2% | Favorable |
| Cost of sales | 742,000 | 714,000 | +28,000 | +3.9% | Unfavorable |
| Gross profit | 542,000 | 530,000 | +12,000 | +2.3% | Favorable |
| Operating expenses | 411,000 | 392,000 | +19,000 | +4.8% | Unfavorable |
| EBITDA | 131,000 | 138,000 | −7,000 | −5.1% | Unfavorable |
September · As of Sep 30
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| Age of balance | Receivables | % of AR | Payables | % of AP |
|---|---|---|---|---|
| Current | 214,000 | 48.6% | 156,000 | 56.9% |
| 1–30 days | 118,000 | 26.8% | 71,000 | 25.9% |
| 31–60 days | 62,000 | 14.1% | 38,000 | 13.9% |
| 61–90 days | 29,000 | 6.6% | 9,000 | 3.3% |
| Over 90 days | 17,000 | 3.9% | 0 | 0.0% |
| Total | 440,000 | 100.0% | 274,000 | 100.0% |
Q3, July to September · 3 entities
Scroll sideways to see every column.
| Line | Entity A | Entity B | Entity C | Eliminations | Consolidated |
|---|---|---|---|---|---|
| Revenue | 612,000 | 498,000 | 214,000 | −40,000 | 1,284,000 |
| Cost of sales | 351,000 | 289,000 | 142,000 | −40,000 | 742,000 |
| Gross profit | 261,000 | 209,000 | 72,000 | 0 | 542,000 |
| Operating expenses | 180,000 | 160,000 | 71,000 | 0 | 411,000 |
| EBITDA | 81,000 | 49,000 | 1,000 | 0 | 131,000 |
| EBITDA margin | 13.2% | 9.8% | 0.5% | – | 10.2% |
Illustrative sample data, not a client report. Your reports use your chart of accounts, calendar and targets.
See financial reporting servicesAdd Power BI reporting to your client services, with technical support for data connections, financial models and dashboards. Offer reporting under your firm’s brand, with a setup tailored to each client’s requirements.
Bring financial, sales and operational data into reports your team can use. Build a new dashboard, improve existing Power BI reports, or connect data across your business systems.
For QuickBooks reporting deployments, we connect your accounting data to Power BI through a pipeline and reporting database in your Azure environment. The setup is tailored to your reporting needs.
Move QuickBooks data into your reporting database on an agreed schedule, reducing recurring manual exports.
Monitor data loads, investigate refresh issues and get technical support from the engineer who builds your reporting system.
The pipeline and reporting database run in your Azure subscription. Infrastructure access, deliverables and product usage rights are defined in the project agreement.
Your Azure environment
Delivered through one US accounting firm, with reporting tailored to each client’s requirements.
Discuss your client portfolio16
End-clients through one US accounting firm.
Review systems, reports, and the decisions they support.
Prepare and connect data sources around your reporting requirements.
Review dashboards together and validate the numbers.
Put scheduled reporting in place and keep it running.
FinSync Analytics
Muhammad Atif
Finance Analytics Engineer
Power BI · Python · SQL · Azure · QuickBooks Online
I’m Atif. I work at the intersection of finance, Power BI, and Azure. You work directly with the engineer building your reporting system.
Available during US business hours
More about AtifFor Azure-based QuickBooks reporting deployments, the pipeline and reporting database run in your Azure subscription. Your proposal explains the Power BI setup, data access and any additional services involved.
Yes. Accounting and bookkeeping firms can offer Power BI dashboards to their clients under their own brand, with a repeatable setup per client and consolidated views across a client’s entities.
You retain control of your data and Azure environment. The project agreement defines deliverables, access and usage rights. FinSync retains ownership of its reusable product and code.
With a short discovery conversation about the reports you build today and the decisions you want to make. I work US Pacific and Eastern business hours.
Start with the reports you build today and the decisions you want to make tomorrow.
Discuss your projectSend a short message through the contact form. I work US Pacific and Eastern business hours.