Power BI Development
Turn business data into clear, useful reporting.
- Dashboard design and report rebuilds
- Data modeling, DAX, and Power Query
- Performance optimization and access controls
Power BI development, reporting and data integration.
Build clear dashboards, connect your business systems, and automate reporting—with specialist expertise in finance and accounting data.
Services at a glance
Data Integration & Automation
Connect your systems and build dependable reporting data.
- API integrations and Python pipelines
- Azure SQL and data transformation
- Scheduled processing, monitoring, and alerts
QuickBooks & Finance Analytics
Bring accounting data together for clearer financial decisions.
- QuickBooks Online financial reporting
- Multi-entity and management reporting
- Reporting for accounting firms and finance teams
Power BI Development
Dashboards your managers can filter themselves, and rebuilds for reports that are slow or wrong.
Power BI dashboards
Dashboards your managers can filter themselves.
- Excel, Sheets, SQL and API data in one model
- Automatic refresh, no monthly rebuild
- Reviews of slow or wrong reports
Tools and technologies
- Power BI
- Excel
- Google Sheets
- SQL
Power BI rebuilds and tuning
Fix a slow or wrong report, or build a new one.
- Star-schema models and DAX measures
- Power Query optimization where supported by the source
- Row-level security and speed tuning
Tools and technologies
- DAX
- Power Query
- Star schema
- Row-level security
Data Integration & Automation
Automated pipelines and a reporting database, so your reports refresh themselves on a schedule.
Step 1
Sources
Accounting systems, spreadsheets, databases and APIs
Your Azure environment
Step 2
Scheduled pipeline
Loads and checks your data, with alerts if a source fails
Step 3
Azure SQL
Your reporting database
Step 4
Reporting
Power BI dashboards and reports
Automated data pipelines
Reports that refresh themselves, on a schedule.
- API integrations with OAuth and retries
- Scheduled runs on Azure Functions
- Logging and alerts when a source fails
Tools and technologies
- Python
- pandas
- Azure Functions
- REST APIs
Azure SQL for reporting
One fast database behind every report.
- Database design and T-SQL views
- Move reporting off spreadsheets
- Database access and credential management
Tools and technologies
- Azure SQL
- T-SQL
- Key Vault
QuickBooks & Finance Analytics
QuickBooks Online data brought together for budget vs actual, management reporting and multi-entity views, including white-label dashboards for accounting firms.
CFO and management dashboards
Budget vs actual, cash flow and profit by entity, in one trusted view.
- Budget vs actual and variance by period
- P&L, balance sheet and cash flow
- Consolidation across entities
QuickBooks Online to Power BI
Connect QBO to a reporting pipeline and Azure SQL database in your Azure environment.
- OAuth authentication and token management
- Scheduled extraction and incremental data loads
- Logging, monitoring and refresh troubleshooting
Tools and technologies
- QuickBooks Online
- Python
- Azure SQL
- Power BI
Custom management reporting
Reporting built around your financial calendar, business structure and management KPIs.
- Period, year-to-date and prior-year comparisons
- Department, location and entity views
- Business-specific measures and reporting layouts
White-label for accounting firms
Offer dashboards to your clients under your brand.
- One repeatable setup per client
- Combined view across entities
- Ongoing support options
Selected work
One reporting foundation. Multiple client businesses.
How data engineering and Power BI come together to support an accounting firm’s client reporting.
US accounting firm
Connected financial reporting for 16 end-clients
A QuickBooks Online–to–Power BI reporting solution serving 16 end-clients through one US accounting firm, with the data pipeline and reporting database deployed in the client’s Azure environment.
16 end-clients Served through one US accounting firm
The reporting need
Support financial reporting across multiple client businesses through a connected data foundation.
The implementation
QuickBooks Online data flows through a Python integration into Azure SQL, where it is structured for Power BI financial reporting.
The delivered scope
A reporting solution live for 16 end-clients, combining accounting-system integration, a financial reporting data model, and Power BI dashboards.
Solution architecture
- 1 · SourceQuickBooks OnlineAccounting system
-
Client’s Azure environment
- 2 · IntegrationPython pipelinePython integration
- 3 · DatabaseAzure SQLStructured for financial reporting
- 4 · ReportingPower BIFinancial reporting dashboards
See it in action
Illustrative examples with sample data, not client work. Try them below.
Revenue
vs budget
Margin
ActualBudgetHover a bar
Tap a step to see what happens.
Runs on a schedule, no manual refresh
How we work
A clear path from question to working solution.
-
Discover
Understand your business questions, existing systems, and reporting needs.
-
Plan
Define the scope, deliverables, and technical approach.
-
Build & validate
Develop the solution and review the data and reporting together.
-
Launch & support
Put the solution into use, document it, and discuss ongoing support needs.
Ways to work together
Fixed project
Agreed scope, deliverables and handover.
Monthly support
Ongoing development and maintenance under an agreed scope.
Hourly
Focused reviews, troubleshooting and smaller tasks.
Quick answers
Where is my data stored?
Storage depends on the project. For Azure-based QBO deployments, the pipeline and reporting database run in your Azure subscription. The proposal explains the Power BI setup, data access and any additional services involved.
Which systems can you connect?
QuickBooks Online, Excel, Google Sheets, SQL databases and APIs. Other accounting and business systems are assessed during discovery.
Can you fix a slow or wrong Power BI report?
Yes. I review the data model, transformations and DAX measures, validate the results against agreed sources, and address performance and usability issues.
Who owns the model and code?
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.
How does a project start?
With a short discovery call about the reports you build today. I work US Pacific and Eastern business hours.
Send me the report you build by hand.
I'll tell you what can be automated.