Additional capabilities

Data Essentials

Reporting and dashboards that bring information from different sources together.

What we do

From scattered sources to numbers you can use

We handle the whole path from the systems and files where your information lives to the dashboards and reports your team reads.

ETL

ETL means extract, transform, load. We build it, run it and manage it, so your reporting data stays current without manual copying.

  • Extract from your systems, databases, exports and spreadsheets
  • Transform: line up names, dates and categories, and remove duplicates
  • Load into one place your reports can use
  • Scheduled refreshes, monitored and fixed when they break

Dashboards

Dashboards put the figures your team acts on in one view, built on the consolidated data.

  • Built in Power BI, Looker Studio or Excel
  • Measures and definitions agreed with you first
  • Views and filters for the people who use them
  • Refreshed from the same data every time

Reporting

Recurring reports on a schedule you set, and ad hoc reports when a question comes up.

  • Operational, financial and other business reporting
  • Recurring reports refreshed on an agreed schedule
  • Ad hoc reports for one-off questions
  • Figures checked against the source
Tools

Tools we work with

We build in the tools you already use and connect to the platforms where your data lives.

  • Power BI
  • Excel
  • Looker Studio
  • Azure
  • AWS
  • Google Cloud (GCP)
  • Airtable
  • MySQL

Not on the list? Ask us. We can also work in Excel, Google Sheets, SQL, Python and other tools on request. Licences and cloud usage are billed to you by the providers and are not part of our price.

Your needs

Tell us about your project

Which reports do you prepare, and where do the figures come from?

We’ll confirm availability and scope before proposing an engagement.

Tell us about your data needs

Looking for day-to-day support?

Our core services cover bookkeeping, accounting, and administration.