Microsoft data and AI for finance
Close month-end in days, not weeks.
Built for CFOs and finance teams in mid-market and enterprise firms across Australia, UAE and Saudi Arabia. CFO dashboards, financial automation, AI forecasting, AI reconciliations — on Microsoft Power BI, Fabric and Azure OpenAI.
Sound familiar?
Highly skilled finance professionals are spending their weeks wrangling spreadsheets instead of driving strategic business decisions.
Month-end takes 5+ working days
Excel everywhere — reconciliations especially
No real-time cash position
Forecasting is a guess, not data
Board pack is assembled by hand each month
Finance team burning out on admin instead of analysis
How we help finance clients
CFO Dashboards & Power BI
Live P&L, balance sheet, and real-time cash position reporting that replaces manual spreadsheet roll-ups.
Explore capabilityAI Reconciliations
Automate tedious bank, intercompany, and clearing account reconciliations using intelligent matching.
Explore capabilityAI Forecasting
Move from static quarterly guesses to 12-month rolling predictive cash flow forecasts.
Explore capabilityAI on ERP & Finance Systems
Deploy enterprise AI assistants to query financial data, investigate variances, and generate commentary instantly.
Explore capabilityThe Modern Finance Data Stack
We extract data from your ERP, CRM, and flat files, unifying them into a secure Microsoft Fabric environment for automated, auditable reporting.
Microsoft Fabric
Governed OneLake Data Hub
Mid-Market Services Firm
For a professional services firm with AUD $40M revenue, we completely overhauled their financial data stack. A static spreadsheet was replaced by a 12-month rolling cash forecast, and the CFO now reviews live positions daily.
Why finance leaders trust our data practice
Finance Native
We speak your language. We understand double-entry accounting, intercompany eliminations, accruals, and why a single cent variance matters.
Audit & Governance
Every calculation and transformation in our models is fully traceable. We build data pipelines that satisfy both internal governance and external auditors.
Rapid ROI Deployment
We leverage pre-built financial data models for common ERPs like Dynamics, SAP, and NetSuite, allowing us to deliver your CFO dashboard in weeks, not years.
Ready to talk about finance?
Book a 30-minute conversation. We'll discuss the specific reporting and data challenges in your finance operation, and outline what a finance-focused engagement would look like.