Report Automation & Dashboards

Does this sound familiar?

• "I'm never sure if the numbers are actually up to date."
• "Reporting takes too long — too many people, too many versions."
• "We're still exporting everything from MYOB or Xero and patching it in Excel."

Integrations & Tech Stack

We've automated reporting pipelines for MYOB, Xero, QuickBooks, DEAR Inventory, Unleashed, and SQL Server, and we can scale to Google BigQuery for cloud warehousing. From accounting ledgers to inventory and eCommerce data, we connect your systems into a single source of truth.

• Native exports, API data feeds, custom connectors, or CSV/S3 ingestion
• Secure credentials management and scheduled refreshes
• Warehouse options for growth (SQL Server on‑prem or BigQuery in the cloud)

Technical Approach

• Power BI automation with model refresh, parameters, and row‑level filters
• Google Data Studio / Looker Studio connectors for shareable web dashboards
• Excel VBA macros to standardise templates and eliminate manual steps
• SQL integration for joins, cleansing, and audit‑ready transformations
• API data feeds for near real‑time insights where speed matters

Use Cases We Deliver

• Automated eCommerce sales reports: Channel, product, and customer analytics with daily refreshes
• Multi‑location inventory consolidation: Stock on hand, ageing, and reorder triggers across sites
• Real‑time manufacturing KPI boards: Throughput, scrap, downtime, labour efficiency
• Finance & board packs: Month‑end close, budget vs actuals, cashflow, AP/AR with drill‑downs

Our Strategies

• 📅 Automated weekly, monthly and board‑ready reports
• 📊 Live dashboards using Excel, Power BI, Google Sheets, or Looker Studio
• 🔌 Scheduled API data feeds and warehouse refreshes
• 🎯 KPI tracking aligned with leadership priorities

Our Edge

• Save time: Cut manual work and reporting delays with automation
• Make smarter decisions: Real‑time dashboards improve clarity and confidence
• Keep your tools: Seamless integration with MYOB, Xero, QuickBooks, DEAR, Unleashed, SQL, and Excel

Client Snapshot

A WA manufacturer cut month‑end reporting from 3 days to 4 hours by consolidating MYOB, inventory, and production data into a single Power BI model with scheduled refresh — mirrored to Excel and Sheets for team workflows.