Xeppo Power BI Reporting & Dashboards
We build governed Power BI on your Xeppo data warehouse - adviser revenue, funds under management, fee mix and compliance dashboards your principals and board actually need.
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Run the Practice: Australia's Xeppo Power BI Specialists
Xeppo already does the hard part of unifying your advice, accounting and wealth data into a single client view - but its standard reports do not answer the questions principals and boards actually ask. Revenue per adviser, net flows, fee mix, compliance exposure: these need a governed reporting layer on top. Report Simple builds exactly that. We are Australian Power BI specialists who turn the Xeppo data warehouse into the practice dashboards your leadership relies on, delivered as a fixed-fee build. You get the management view Xeppo holds the data for but does not surface - without building it yourself or waiting on generic reports.
Principal-Ready Views
We surface the adviser revenue, FUM and flows your principals and board actually ask for, turning Xeppo's unified data into the management reporting its standard reports do not deliver.
Compliance in View
Recurring versus one-off fee mix, FDS and consent status across your client base, shown clearly, so you can see and act on compliance and revenue-quality exposure before it becomes a problem.
On the Xeppo Warehouse
We build a governed model directly on the Xeppo data warehouse where your advice, accounting and wealth data already sits, so reporting is consistent and complete across the practice.
Secure & Onshore
Client and adviser data is handled securely and onshore with proper access controls, so sensitive advice-practice information is protected throughout the reporting we build.
Proven Specialists
Turning business systems into governed Power BI is what we do across 574 projects for 190 Australian clients, so you get experts who know both the data and the advice-practice context.
What We Build on Your Xeppo Data
Governed Power BI on the Xeppo Warehouse
We build a governed Power BI model directly on your Xeppo data warehouse, where your unified advice, accounting and wealth data already sits. This is the layer Xeppo's standard reporting leaves to you - a proper model with consistent definitions of adviser, client, revenue and funds, engineered to be accurate and reliable. It is the foundation that turns Xeppo's single client view into the management reporting your principals and board can actually run the practice on.
Adviser Revenue, FUM & Net Flows
We deliver the numbers a principal lives by: revenue per adviser, funds under management, and net flows in and out, tracked over time and by adviser, segment and product. These are the metrics that show whether the practice is growing, where the value is concentrated, and which advisers and clients drive it. Xeppo holds the data; we surface it as live, trusted dashboards instead of a static report nobody fully believes.
Fee Mix & FDS / Consent Compliance
We build the commercial and compliance views that matter most to advice practices: recurring versus one-off fee mix, fee-arrangement coverage, and FDS and consent status across your client base. With the compliance bar where it is, seeing fee and consent exposure at a glance is no longer optional. We turn the underlying Xeppo data into clear, current compliance and revenue-quality dashboards, so principals can act before issues become problems.
Client Segmentation, Capacity & Pipeline
Beyond revenue and compliance, we build the views that drive practice strategy: client segmentation by value and service tier, adviser capacity and load, and pipeline. These answer the questions behind growth and resourcing - who your best clients are, where advisers are stretched or have room, and what is coming. It is the strategic layer that a unified data platform makes possible and that generic reporting never quite delivers.
Fixed-Fee Build by Power BI Specialists
We deliver this as a fixed-fee build, so the scope, outcome and cost are clear before we begin. Connecting business systems to governed Power BI is what we do across 574 projects for 190 Australian clients, and we understand both the data and the advice-practice context. You get expert delivery and dashboards your leadership trusts, while your team stays focused on advice and clients rather than wrestling reporting out of the warehouse themselves.
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 Xeppo Reporting Process
Our senior specialists scope your practice reporting, build it on the Xeppo warehouse, and hand your principals dashboards they can run the business on.
1
Scope & Practice Metrics
We start by understanding how your practice measures itself - the adviser, revenue, FUM and compliance metrics that matter to your principals and board, and how your Xeppo data is structured. There is no obligation. By the end we know exactly what to build and confirm a fixed-fee scope, so you begin with certainty about the outcome and the cost.
Build on the Xeppo Warehouse
2
We build a governed Power BI model on your Xeppo data warehouse and deliver the adviser revenue, FUM and flows, fee mix and compliance, and segmentation dashboards. Every figure is validated so the numbers are trusted. We refine the reporting with your team until it answers the questions your leadership actually asks.
Handover & Support
3
We hand over the dashboards, a documented model and training, with scheduled refreshes so reporting stays current. The fixed-fee build leaves you with a complete solution, and we are available for new reports as the practice evolves. You finish with practice reporting principals trust, delivered by specialists who do this for a living.
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.
Xeppo Power BI FAQs
Why not just use Xeppo's standard reports?
Xeppo is excellent at unifying your advice, accounting and wealth data into a single client view, but its standard reports are not designed to answer the management questions principals and boards ask. Revenue per adviser, net flows, fee mix and compliance exposure need a governed reporting layer built on top of the warehouse. We build that layer in Power BI, so the data Xeppo already holds becomes the live, trusted dashboards your leadership can run the practice on.
See the broader finance build on our Power BI financial reporting page.
What practice metrics can you report on from Xeppo?
We build the full management picture: revenue per adviser, funds under management and net flows, recurring versus one-off fee mix, FDS and consent compliance, and client segmentation, capacity and pipeline. Because Xeppo unifies advice, accounting and wealth data, we can report across all of it in one governed model, so principals see the whole practice and each adviser in a single, consistent view rather than scattered reports.
Is our client and adviser data kept secure and onshore?
Yes - client and adviser data security is built into everything we deliver, with access controls so each person sees only what they should, and onshore handling throughout. The dashboards run on Microsoft's secure Power BI platform, and we treat advice-practice data with the sensitivity it demands. Security, refresh and access are handled as part of the build, so your reporting is protected without ongoing effort from your team.
Does your reporting complement Xeppo rather than replace it?
Yes - we build on the Xeppo data warehouse as it sits in your practice, and our reporting complements rather than replaces Xeppo. Xeppo keeps unifying your client data across advice, accounting and wealth; we build the management reporting layer on top. This works for advice practices, accounting firms and wealth businesses alike, and scales as your client base and adviser team grow.
How much does a Xeppo Power BI build cost?
We deliver Xeppo reporting as a fixed-fee build, so you know the full cost before we start rather than facing an open-ended project. The figure depends on the metrics and complexity, which we confirm in a short scoping call. Specialist Australian consultants work at $200 to $250 or more per hour for ad-hoc work, but defined builds are always fixed-price.
See how we structure pricing on our Power BI pricing page.
78% of new clients engage us for recurring data partnerships
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