Power BI · Financial & Legacy Reporting

Reports Your Finance Team Can Trust

We Build financial reporting for Dynamics 365 (Finance & Operations) & Legacy systems — Trading Profit & Loss, Statutory Profit & Loss, Balance Sheet, General Ledger Transactions, Aged creditors, and Budget vs. Actuals Reports leading to cutting month-end close time.

Sales Performance · Power BI
Revenue
£4.82M
Margin
38.4%
Orders
12,940
Revenue by Region
Channel Mix
Online 38%Retail 30%Partner 32%
Monthly Trend
Trusted Microsoft Ecosystem Specialist
Power BIAzureMicrosoft 365Excel★ PL-300 Certified

How We Can Help You

Two ways to work together — done-for-you delivery, or hands-on training that builds capability inside your team.

Power BI Consulting

Expert hands on your data — from semantic models to polished, decision-ready reports built around your exact KPIs.

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Power BI Training

Practical, hands-on courses that take your team from spreadsheets to confident report authors — at every skill level.

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Financial & Legal Entity Reporting

Consolidated, audit-ready reporting across subsidiaries and legal entities — built on Dynamics 365 Finance & Operations.

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Who We Serve

Built for Every Data Journey

Businesses & Organisations

From small businesses to large organisations, we help you improve reporting, automate manual processes and make better, data-driven decisions.

Finance Teams

We support finance teams with budgeting, financial reporting, expense tracking and performance monitoring through clear, accurate dashboards and automated reports.

Sales & Commercial Teams

Gain deeper visibility into revenue, targets, customer performance and sales trends with interactive dashboards that drive smarter decisions and better results.

Operations Teams

Monitor operational performance, track key KPIs, improve efficiency and make informed decisions with real-time data and insightful reports.

Individuals & Professionals

Whether you're upskilling, changing careers or building new skills, we provide practical, hands-on Power BI training to help you grow with confidence.

Corporate & Internal Teams

We help organisations build internal BI capability with tailored training programmes that give your team the skills to create, manage and maintain their own BI solutions.

Portfolio

Recent Work

Dataverse → Fabric Migration

Migrating Dataverse Reporting to Microsoft Fabric

72 reports migrated · 100+ hours saved

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Automated Financial Reporting

Automated Financial Reporting Suite

8 days cut from month-end · 17 reports in 5 months

Read Case Study
Operations Reporting

Unified Forecourt Operations Reporting

Single source of truth · financial & operational metrics unified

Read Case Study
Testimonials

What Clients Say

“
However, my first few days working with Dr. Wilson and the online course opened up an entirely new vista to the use and meaning of data analytics and in particular Power BI. My exposure to data analytics and Power BI was a novel, interesting and eye-opening experience. I end by saying thanks for sharing a little of your vast knowledge, and I would surely take another course where you are the facilitator.
Frank TenchTraining Participant, Nov–Dec 2025 Cohort
“
I must say that prior to joining this cohort I knew nothing in reference to Power BI. The training was streamlined and I was able to follow along even though I was a complete novice. I am now able to apply these skills whilst carrying out my duties, curating data and presenting it in a professional way. Most recently, I was able to create a dashboard which the Eastern Division Regional Commander utilized to present statistics revolving around Major Crimes, to the Minister of Home Affairs and Enterprise here in Belize.
Ainz Goal DownTraining Participant, Belize