Reporting and analysis, from the routine to the forensic.
Ten services, grouped by the job you need doing — build something new, stop doing it by hand, or find out why the numbers don't add up.
New reports, built around the questions you actually ask.
Not a template with your logo on it. I start from the decisions you need to make and work backwards to the report that answers them.
Power BI — automated reports
Fully automated reports in the modern PBIP project format: source-connected, version-controlled and set to refresh on their own.
- Refreshes on a schedule, hands-off
- Version-controlled and maintainable
Power BI — static reports
Polished, point-in-time reports for a board pack, a client or a one-off review — built clean and delivered ready to share.
- Consistent month to month
- PDF or deck, meeting-ready
Excel reports & models
Reliable Excel reporting — formulas you can trust, a layout anyone can pick up, and no hidden columns holding it together.
- Auditable, documented formulas
- Totals that reconcile
Stop rebuilding the same report every week.
If a person has to remember to do it, it will eventually be late or wrong. The fix is to take the person out of the loop.
Report automation
I connect the sources once and set the report to refresh and deliver itself on a schedule — no exports, no copy-paste, no reminders.
- Runs whether anyone remembers or not
- Alerts you when a refresh fails
Consolidation & data merges
Five spreadsheets, three systems and a CSV export turned into one clean dataset that everything else can be built on.
- One source of truth
- Duplicates and key mismatches resolved
Data trends
See the direction of travel — what's rising, falling or shifting — early enough to act on it rather than react to it.
- Seasonality separated from real change
- Like-for-like comparisons
When the numbers don't agree, find out why.
This is the forensic end of the work: two systems disagreeing, a report that never quite ties, or money going somewhere nobody can explain.
Cross-examination
I put your numbers side by side across systems, periods and records to confirm they actually agree — and hold up when someone challenges them.
- Record-level, not just totals
- A repeatable check, not a one-off
Finding discrepancies
Track down the mismatches between systems and reports — and explain exactly why they happened, not just that they did.
- Root cause, in plain English
- A fix so it stops recurring
Finding losses
Surface leakage, missed revenue, duplicate costs and quiet errors that are draining money without anyone noticing.
- Quantified, so you can prioritise
- Evidence you can take to a supplier
Bank statement income reports
Turn raw bank statements into clear, categorised income and cashflow reports — ideal for affordability, lending, or a true picture of the money.
- Categorised income and outgoings
- Recurring items identified
Insights & interpretation
Beyond the numbers: what they actually mean, what's driving them, and the decision they point to. A report nobody can interpret isn't finished.
Any other data question
If it involves data and a question you need answered, it's worth asking. Tell me what you're trying to work out and I'll tell you whether I can help.
Same shape, whether it's an afternoon or an ongoing report.
You'll know the price and the deliverable before anything starts.
Audit
I map your data, sources and the question you need answered — and agree what "done" looks like.
Build
I build the report, model or analysis, checking the numbers as I go so you can trust the output.
Automate
Where it's recurring, I set it to refresh and deliver itself — no manual rebuild.
Support
I stay on hand to adapt and extend it as your questions and data change.
Not sure which of these you need?
Describe the problem in plain terms — "two systems don't match", "this report eats my Mondays" — and I'll tell you the shortest way to fix it.