What we do

Reporting and analysis, from the routine to the forensic.

From automated Power BI reports that run themselves to digging through data to find exactly where money is leaking — here's the full range of what we can take off your plate.

Power BI — automated PBIP 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.

Excel reports

Reliable Excel reports and models — formulas you can trust and a layout anyone on the team can pick up and follow.

Cross-examination

We put your numbers side by side across systems, periods and records to confirm they actually agree and hold up to scrutiny.

Data trends

See the direction of travel — what's rising, falling or shifting — early enough to act on it rather than react to it.

Insights

Beyond the numbers: what they actually mean, what's driving them, and the decision they point to.

Finding discrepancies

Track down the mismatches between systems and reports — and explain exactly why they happened, not just that they did.

Finding losses

Surface leakage, missed revenue, duplicate costs and quiet errors that are draining money without anyone noticing.

Bank statement income reports

Turn raw bank statements into clear, categorised income and cashflow reports — ideal for affordability, lending and getting a true picture of the money.

All types of data analysis

If it involves data and a question you need answered, we can help. Tell us what you're trying to work out and we'll take it from there.

How a piece of work runs.

Whether it's a one-off analysis or an ongoing automated report, the shape is the same.

Step 1

Audit

We map your data, sources and the question you need answered — and agree what "done" looks like.

Step 2

Build

We build the report, model or analysis, checking the numbers as we go so you can trust the output.

Step 3

Automate

Where it's a recurring report, we set it to refresh and deliver itself — no manual rebuild.

Step 4

Support

We stay on hand to adapt and extend it as your questions and data change.

Not sure which of these you need?

Tell us the problem in plain terms — "two systems don't match", "I want this report to stop eating my Mondays" — and we'll tell you the shortest way to fix it.

Get in touch