Integrating financial data into Microsoft Power BI
Unlock Actionable Insights from Your Financial Data
An analytical reporting solution that fully integrates your finance data into Microsoft Power BI to enable clear and visually rich financial reporting
Agile Finance solution is built on Microsoft Power BI, a reporting solution that extracts your detailed financial data and presents it in a simple and effective manner through a user-friendly and automated reporting system.
It can be used as an investigative and analysis tool, but also as a beautiful and clean set of reports suitable for senior management or board-level audiences.
It enables both Finance professionals and business management to always be clear on the financial performance and position of the organisation – with the clarity they need around the trends, scale and underlying drivers.
As the adage goes, if it isn’t being measured, it isn’t being managed – the Agile Finance solution delivers that capability and will let you directly improve your bottom line.
Why Agile Finance Analytics?
- Single reporting environment | One-stop-shop for all your reporting needs
- Multiple data sources | All your data in one place
- Fully cloud-based | No need for new, on-premises software
- Flexible security | Customise what each user can see
- Tailored to your organisation’s needs | Build business rules and calculations according to your requirements
- Connect and incorporate data from sources other than your finance ERP
Common challenges with Finance Systems for Reporting
- An abundance of detail, but no birds-eye view to see what is driving the result
- Inability to drill from the summary level reporting and the underlying transactions
- Challenging integration with other sub-systems or relevant non-financial data
- Difficulty in the creation of clear reporting hierarchies to help group your information beyond financial dimensions
- A reliance on tables and figures, and a general lack of data visualisation which means trends and relative scales are harder to see
- Inability to create composite measures such as gross margin, profit, net working capital etc.
- Limited functionality to prepare variance analysis without moving data into Excel
- Lack of visibility on financial ratios and other more complex measures
- Managing and customising dashboards often needs IT support
- Too many professionals developing their own reports and compromising the ‘one source of truth’ philosophy
Agile Finance Analytics solution includes the core reporting you would expect –
Balance Sheet, Cash Flow Statement and Profit & Loss
To provide clearer understanding and insight, each of these core reports is supported by ‘deep dives’ into the primary components:
Balance Sheet
Analysis
For the Balance Sheet, you can separately explore the detail of net working capital, accounts payable and accounts receivable, inventory and fixed assets
Cashflow
Statement
For Cash Flow Statement
you can dive into your overall cash management performance and detailed account balance movements and metrics
Profit & Loss
Reports
For P&L you can separately explore the detail of revenue, margins, operating expenditure and profit, with the ability to switch to a ‘% of revenue’ view with a simple slicer selection
Agile Finance solution takes things a step further by presenting a comprehensive suite of standard financial ratios, plus additional reports allowing customised period and version comparisons, detailed variance analysis, ability to drill into general ledger accounts to transaction level, and ability to decompose a variance to its contributors – all without touching Excel.
Dashboard
Ratios
Get an overarching view of the financial health and trends in your business based on a broad set of standard financial ratios. Use slicers to filter for different periods, and to cut your data based on your existing financial dimensions.
- Monitor the liquidity trends in your business to ensure you have sufficient assets to meet your immediate short term debt requirements
- Monitor the working capital trends in your business to ensure your inventory is under control, that you’re maximising your creditor terms, and collecting cash from customers
- Monitor your level of debt in the balance sheet, see debt relative to your earnings and ability to cover interest costs
- Monitor trends in your core profitability results, relative to your revenue, to ensure you manage profit drivers before they become issues
- Monitor the trends in the capital structure and performance of your business – how hard your assets are working for you and your returns on investment
Dashboard
Balance Sheet
Review your balance sheet in total and compared to a chosen period. Easily visualise trends at a line item and dimensional level to guide further investigation or corrective action. A second report page presents the same data by month, helping you to observe the values in you balance sheet as they move across periods to better compare trends over time across all line items in unison, and to see whether movements in one line impact another.
LIVE INTERACTIVE DEMO
Take Your Finance Data Further
Financial
Statements
- Balance Sheet, Cash Flow, P&L
- Point in Time or By Period
- Visualise Trends, Scale & Context
Management
Financials
- Financial ratios – liquidity, working capital, debt, profitability, capital
- Detailed subject matter reporting – working capital, AP, AR, inventory, fixed assets, cash management, revenue, margins, opex, profit etc
- Understand your performance beyond the statements
Diagnostics
- Customisable period/version/dimension comparisons of statements
- Detailed variance analysis and decomposition
- Drill to transactions
Customer Success Stories
"The team at Agile Analytics listened to our reporting pain points understanding the improvements we were after, and ultimately designed a Power BI solution that met our needs."
As a result of the project Agile Analytics was able to automate and streamline internal processes for Cornerstone Health in order to improve productivity and deliver a faster response during the pandemic.
Our Clients’
THOUGHTS
Install the demo app from Microsoft AppSource
You can install this package from Microsoft AppSource and see the working dashboards wtih sample data, or contact us to see a demo with your own data.
Our Satisfied Customers
See your Finance data in Power BI
Book a free consultation and demo session with one of our consultants
Why our Finance reporting solution delivers results with no hassle involved:
- Plug n’ Play Minimal IT configuration or support needed
- Immediate Value See business value at once
- Fully Cloud-Based No need for new on-premises software
- Fast and Easy Quick deployment, intuitive and easy to learn
