Power BI Financial Reporting
Power BI financial reporting for Australian finance teams - CFO dashboards, cash flow and board packs that replace manual spreadsheets with numbers you can trust.
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Board-Ready Numbers: Australia's Power BI Finance Specialists
Finance teams carry the pressure of accurate numbers, yet most still rebuild the same board pack in Excel every month - reconciling exports, chasing figures and hoping nothing broke. Report Simple builds Power BI financial reporting that does it automatically. We connect your accounting system, ERP and spreadsheets into governed dashboards for cash flow, profit and loss, budget versus actual and the board pack, so your CFO sees current numbers on demand rather than three weeks after month-end. The result is finance reporting your leadership team actually trusts.
Numbers You Can Trust
Every figure is validated against your ledger and built on a governed model, so the revenue, cash and margin your board sees reconciles to the source and finance can sign off with confidence.
Faster Month-End
Automated refreshes and a single model replace the manual export-and-reconcile cycle, cutting days from month-end and giving your finance team current numbers without the late nights rebuilding the same reports.
Automated Board Packs
Your recurring board and management reports assemble themselves with current figures, charts and commentary, ready to present or export, so directors get timely reporting and finance stops copying numbers into slides.
One Source of Truth
We unify Xero, MYOB, ERP and spreadsheet data into one governed model with consistent definitions, so every manager and director works from the same trusted version of revenue, cost and cash.
Built With Finance
Our specialists design reporting around how finance leaders actually work and what the board asks, not generic templates, so the dashboards match your business and earn the trust of the people using them.
Our Power BI Financial Reporting Services
CFO Dashboard & Executive Reporting
Give your CFO the whole picture on one screen. We build executive financial dashboards that bring revenue, margin, cash and key ratios into a single governed view, updated automatically from your source systems. Drill from a headline number down to the transaction without exporting anything. Designed with finance leaders, not just developers, so the metrics match how your business actually reports and the board questions get answered before they are asked.
Cash Flow & Working Capital Dashboards
See your cash position without waiting for month-end. We build cash flow and working capital dashboards that track actual versus forecast, debtor and creditor days, and runway at a glance. Connected directly to your accounting platform, they refresh on schedule so the numbers are always current. Finance teams use them to spot pressure early, manage working capital actively, and walk into cash flow conversations with evidence rather than estimates.
Budget vs Actual & Management Reporting
Replace the monthly variance spreadsheet for good. We build budget versus actual and management reporting that compares performance to plan across departments, cost centres and accounts, with variances calculated and flagged automatically. Commentary fields let finance add context for the board. Because the model is governed and consistent, every manager sees the same definition of revenue, cost and margin, ending the debate about whose numbers are right.
Automated Board Reporting & Board Packs
Automate the board pack that eats your month-end. We turn your recurring board and management reports into a Power BI solution that assembles current figures, charts and commentary on demand, ready to export or present. No more copying numbers into slides at 9pm. Board reporting automation gives your directors consistent, timely reporting and gives finance back the days currently lost to manual assembly each cycle.
Connected Finance Data & Single Source of Truth
Start with a single source of truth under every report. We connect Xero, MYOB, NetSuite, SAP, Microsoft Dynamics and your spreadsheets into a clean, governed data model with the right financial logic built in. Security roles ensure each person sees only what they should. This foundation is what makes the dashboards above reliable - reconciled, auditable numbers that tie back to your ledger, so finance can sign off on what leadership sees.
TURN SCATTERED DATA
INTO A SINGLE SOURCE OF TRUTH
190+ Australian organisations Choose Report Simple.
570+ Successful Projects
We bring deep architectural experience to every engagement, having engineered hundreds of secure, scalable data platforms and semantic models across Australian industries.
100% Australian Owned
We never farm your data assets out to offshore teams. Our team is entirely Australian-based, guaranteeing flawless communication, immediate timezone alignment, and strict data sovereignty.
Your Tenant, Your IP
We build directly inside your cloud environment so the infrastructure is entirely yours - including semantic models, custom code, and IP. You maintain absolute control and ownership without vendor lock-in.
Trusted by leading Australian organisations including Glencore, Domino's, Queensland Urban Utilities, TUH Health Fund and Surfing Australia.
TRUSTED BY
Our Proven Power BI Financial Reporting Process
Our senior specialists map your finance reporting, build it on a governed foundation, and hand your team dashboards the board can rely on.
1
Finance Reporting Discovery
We start by understanding how your finance team reports today - the board pack, the month-end process, the source systems and the metrics that matter to your CFO and directors. We map where numbers come from, where they break, and what good looks like for your business. You receive a clear plan and a fixed-price proposal before any build begins.
Build & Validate the Model
2
Next we connect your accounting and ERP data into a governed model and build the dashboards in stages, validating every figure against your ledger as we go. Finance reviews each report side by side with the current process, so the numbers are trusted before anyone relies on them. We refine the layout and metrics with your team until the reporting matches how you run the business.
Handover, Training & Board-Ready
3
Then we hand over dashboards your team can run and extend, with training for finance and a clear view for the board. Refreshes are scheduled so reporting stays current automatically, and we document the model so nothing depends on one person. Many finance teams continue with a support retainer so reporting keeps pace as the business and board questions evolve.
LIVE DASHBOARD
Experience Governed Data
Hover, click, and interact to experience the calculation speed, logic precision, and executive clarity of a robust, expertly engineered semantic model.
Power BI Financial Reporting FAQs
How much does a CFO dashboard or financial reporting build cost?
Most Power BI financial reporting builds start with a fixed $5,000 discovery, then run $10,000 to $30,000 as a fixed price for the build, depending on how many source systems and reports are involved. If you proceed past discovery, the $5,000 is credited against the build. Larger finance platforms involving a data warehouse can run higher. Pricing is driven by the number of systems we connect and the complexity of your reporting, not the number of charts.
See our full Power BI pricing breakdown for the detail.
What is a CFO dashboard in Power BI?
A CFO dashboard is a single Power BI view that brings your most important financial metrics - revenue, margin, cash, working capital and budget variance - together in real time. Instead of waiting for a month-end pack, your CFO and board can see current performance on demand and drill into the detail behind any number. We design these around the decisions your leadership actually makes, so the dashboard answers the questions that come up in the boardroom.
Can Power BI automate our board reporting?
Yes - Power BI can fully automate your board and management reporting. We connect your accounting and operational systems, build the recurring reports once, and schedule automatic refreshes so the figures, charts and commentary are always current. When the board meeting comes around, the pack is ready to present or export rather than rebuilt by hand. Most finance teams recover several days each month that previously went into assembling reports manually.
Can Power BI build a cash flow dashboard from Xero or MYOB?
Yes - Power BI connects directly to Xero, MYOB, NetSuite, SAP and Microsoft Dynamics, so we can build a live cash flow dashboard straight from your accounting data. We model actual versus forecast cash, debtor and creditor days, and runway, then refresh it on schedule so the position is always current. No more exporting to Excel each week, the dashboard does the reconciling and keeps a clean audit trail back to your ledger.
Is Power BI good for finance and management reporting?
Power BI is one of the strongest tools available for finance and management reporting, provided the data foundation is built properly. Its strength is connecting messy, multi-system finance data into one governed model with consistent definitions, row-level security and an audit trail back to the ledger. That governance is exactly what makes the numbers trustworthy for a board. Get the model wrong and reports drift; that is why we build the foundation first.
See how we approach the build on our Power BI dashboard development page.
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