Power BI
Automated Financial and Management Reports
We design solutions that automate the reporting and data analysis process, supporting businesses in managing large amounts of information.
Use standard reports based on accounting data available to our clients with the Microsoft Dynamics 365 Business Central accounting system, or request custom reports that integrate data from multiple sources.
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Manage Your Organization Through Financial Data Analysis
Power BI is an advanced analytics tool that revolutionizes data management in enterprises by combining information from various sources into a cohesive whole. With attractive visualizations and seamless integration with diverse systems, Power BI enables rapid data analysis, supporting informed business decision-making.
Contact UsMicrosoft Power BI Portal for Business Intelligence and Reporting
Our business analytics solution provides interactive dashboards
and insightful
reports directly connected to your ERP system.
Key Features
BI & Reporting
Portal
Interactive Dashboards and PDF Reports
Access reports through the portal or receive them automatically via email.
Flexible Plans
Flexible cloud subscription eliminates the need for large upfront costs.
Versatile Application
Reports tailored for management teams, financial controlling, sales, and accounting departments.
Mobile Accessibility
Reports are available on smartphones, making them easy to use on the go.
Precise Financial Analysis and Reports for Your Business
Financial Reports
Financial reports and analytics are key elements supporting financial management and decision-making processes in enterprises. They enable detailed monitoring of financial results, analysis of costs, revenues and profits, as well as forecasting future trends. This allows companies to plan budgets more effectively, optimize resource allocation, and minimize financial risk.
When implementing Power BI, it's worth considering the implementation of Microsoft Dynamics 365 Business Central accounting system. Combining these two solutions allows for full utilization of analytical potential in managing company finances and operations. With Microsoft Dynamics 365 Business Central implementation and standard chart of accounts, you gain the ability to quickly implement key Business Intelligence (BI) reports.
See how your financial reporting dashboard can look
DEMO
Management Reports
Management reports created using Business Intelligence (BI) tools provide essential support for management teams, enabling real-time monitoring of key performance indicators.
The use of management reports provides managers with deeper insights into company performance, enabling faster and more effective data analysis, identification of key trends, and precise evaluation of business results. Management reports support better resource management, minimize risk, and increase the effectiveness of achieving organizational strategic goals.
Example data sources for reports:
- ACCOUNTING AND INVOICING SYSTEMS
- WAREHOUSE DATA
- PAYMENT GATEWAYS
- MARKETPLACES, E-COMMERCE STORES
- MARKETING DATA
- CRM, ERP, HR SYSTEMS etc.
How Does the Implementation Process Work?
The implementation of our business support solutions is carried out with the support of a Microsoft Certified: Power BI Data Analyst Associate, guaranteeing the highest quality of service.
Describe your needs via email or by filling out our contact form.
We'll schedule a consultation meeting to discuss possible solutions and data sources.
Based on the submitted order form, we'll prepare a service implementation quote.
After project approval, we'll begin implementation, and upon completion, we'll conduct a satisfaction survey of the implemented solution.
Sample reports created for our clients
Management Control and Performance Comparison of Companies Operating in Different Countries
Client: Since 2015, we have been providing accounting services in Poland for a forestry company. From the beginning of our cooperation, the management team placed great emphasis on a reporting system for management control and comparison of results across European countries.
Sector: Forestry Industry
Competencies: Power BI, Microsoft Dynamics 365 Business Central, getsix® Customer Extranet
Business Need: Management accounting for controlling and comparing the Polish company's performance with other group companies.
Developed Solutions: We implemented an online reporting system that pulls current data from the accounting system and generates reports using Power BI according to client guidelines and format. The new reporting system replaced the old spreadsheet, which was sent monthly and required additional steps for complete analysis of costs, revenues, assets, and liabilities.
Claims Process Analysis in Terms of Quantity and Cost for an E-commerce Client
Client: Since 2020, we have been working with a large e-commerce company in Poland that offers a wide range of consumer products online. The company needed support in analyzing their claims process to better understand its impact on operations and costs.
Sector: E-commerce
Competencies: Power BI, Microsoft Dynamics 365 Customer Service, getsix® Customer Extranet, Logic Apps
Business Need: The client wanted to effectively manage the claims process, understand quantitative and cost aspects of claims, and identify areas for improvement. The goal was to reduce the number of claims and optimize claims handling costs.
Developed Solutions: We created an advanced analytical tool in Power BI that integrates data from various customer service and sales systems, enabling comprehensive analysis of the claims process. This tool allows for real-time monitoring of claims numbers and costs, as well as identification of causes and trends.
Development of Management Dashboard for Warehouse Logistics Indicators in Power BI
Client: Since 2019, we have been working with a logistics company in Poland, providing data analysis and reporting services. From the start of our cooperation, the company expressed the need for advanced tools to monitor and optimize warehouse processes.
Sector: Logistics and Warehouse Management
Competencies: Power BI, Microsoft Dynamics 365 Supply Chain Management, getsix® Customer Extranet
Business Need: The company's management needed an effective tool to monitor key logistics indicators of the warehouse process, such as order picking time, inventory levels, delivery timeliness, loading and unloading times, and employee performance indicators. This dashboard was used in morning manager meetings to analyze key logistics process indicators, enabling warehouse operations improvement and informed decision-making based on current data.
Developed Solutions: We created an advanced management dashboard in Power BI that integrates data from various warehouse and logistics systems, providing a complete picture of warehouse processes. The dashboard enables real-time monitoring of key performance indicators (KPIs) and identification of areas requiring optimization.
Electricity Cost Analysis for Retail Chain Stores
Client: Since 2018, we have been working with a retail chain in Poland, providing accounting and analytical services. From the beginning, the company's management placed strong emphasis on effective operational cost management, particularly on controlling and optimizing electricity costs across individual stores.
Sector: Retail
Competencies: Power BI, SQL Server, Logic Apps
Business Need: Effective management of electricity costs across the store network, enabling comparison of energy consumption and costs between different locations and identification of areas requiring optimization. The business need also includes cost analysis for reduction purposes and "what-if" analysis for assessing cost changes based on consumption.
Developed Solutions: We implemented an advanced reporting system that collects current electricity consumption data from all stores in the network. Using Power BI, data is analyzed and processed in real-time, generating reports according to client guidelines. The new system replaced previous manual data collection methods that were time-consuming and error-prone.
Customer BI & Reporting Portal Access Plans
Our BI platform enables
interactive data analysis and report generation.
Four subscription plans are available:
Free Plan
- Access to 2 basic reports:
- Chart of Account Overview (General ledger account entries)
- General Ledger Overview (Chart of accounts)
Pro Plan
- Access to the full pool of reports (currently 17 reports, with the possibility of adding new ones)
- List of reports available on the DEMO page in the "Pro" tab
- Pro Plan also includes access to the Free Plan
Premium Plan
- Ability to select individual reports from the pool of available reports (the "Premium" tab on the DEMO page)
- The fee is charged for each user and selected report
- Premium Plan includes access to the Free Plan, but does not include access to Pro
Enterprise Plan
- Full customization of the platform and reports according to client requirements
- Dedicated solutions tailored to specific business needs
- Unlimited number of data sources for report preparation
*Configuration fee applies once at the time of plan selection. If more than one plan is selected (e.g., BI Portal Pro Plan and BI Portal Premium Plan), the fee is charged only once.
BI Portal Free Plan, BI Portal Pro Plan and BI Portal Premium Plan are available only with Microsoft Dynamics 365 Business Central installation from getsix® Services or for active clients using getsix® accounting services.
PDF Reports Subscription Plans
We offer three subscription plans
for PDF format reports,
tailored to different business needs:
directly to your
email inbox
Reports Plan
- Includes reports required by accounting agreement: Profit and Loss Statement and Balance Sheet
- Reports delivered once a month to getsix® Customer Extranet
- Option to send reports to a maximum of 5 email addresses specified by the client
Reports Plan
- Reports delivered to getsix® Customer Extranet and via email (to 5 recipients)
- Ability to customize report delivery frequency
- Option to select a report from the pool of interactive reports for conversion to PDF
Reports Plan
- Full report customization according to client requirements
- Dedicated solutions tailored to specific business needs
PDF Free Reports Plan and PDF Predefined Reports Plan are available only with Microsoft Dynamics 365 Business Central installation from getsix® Services or for active clients using getsix® accounting services.
FAQ
How do you find the right Power BI service provider?
When choosing a Power BI provider, it's worth betting on an experienced company with a team of experts. Check out reviews from other clients and arrange a meeting to discuss how specific solutions can improve the efficiency of your business.
How do you choose the right business intelligence tool for your business?
When choosing a business intelligence tool, it is worth paying attention to aspects such as integration with existing systems (e.g. Microsoft Dynamics 365), intuitiveness of use, scalability of the solution and its performance and security. Power BI meets these requirements, offering a wide range of analytical functions, flexibility and ease of use.
What are the costs of implementing Power BI?
The costs of implementing Power BI depend on the scope of functionality, number of users and personalisation needs. Basic costs include the purchase of a licence, system configuration and any training. The ability to scale the service allows costs to be tailored to the company's budget.
Why choose Power BI as an analytical tool?
Power BI is distinguished by its ease of use, ability to integrate with multiple data sources and extensive visualisation and analysis functionality. The tool supports the decision-making process by enabling the creation of interactive reports and dashboards in real time.
What data can be analysed using Power BI?
Power BI enables analysis of a wide range of data that can support key areas of business operations. Specifically:
- Financial Reports: Power BI allows monitoring of financial results, analysis of costs, revenues and profits, as well as forecasting future trends. Through integration with accounting systems like Microsoft Dynamics 365 Business Central, you can gain detailed insight into your company's financial situation and manage budgets more effectively.
- Management Reports: The tool supports management in analyzing key performance indicators, identifying trends, and evaluating business results. This enables managers to make faster and more precise strategic decisions.
- Data Sources: Power BI can integrate with multiple systems such as accounting systems, CRM, ERP, warehouse data, payment gateways, marketplaces, and marketing platforms. This allows creation of comprehensive reports that combine data from various areas of business operations.
How long does it take to implement Power BI?
The process of implementing Power BI can be quick and efficient, especially when using predefined report templates and dashboards. Depending on the company's specific requirements, the entire process can take from a few days to several weeks. Implementation includes configuration of the tool, integration with existing systems and user training.
Do you need technical knowledge to operate Power BI?
No. Power BI is designed so that even people without advanced technical knowledge can create analyses and reports. An intuitive interface and numerous ready-made templates make the tool easy to use.
What are the benefits of implementing Power BI in a company?
Power BI supports the optimisation of business processes, accelerates decision-making through real-time analysis, and improves data transparency. The tool helps create effective business strategies and anticipate potential problems, resulting in greater business efficiency.
Can Power BI be integrated with other systems?
Yes, Power BI allows you to integrate with many systems, such as Microsoft Dynamics 365, Excel, SharePoint, or ERP and CRM systems. This allows you to combine data from different sources and create comprehensive reports.
Manage Your Organization Through
Financial Data Analysis with
Power BI
We Automate Reporting and Data Analysis
Benefits of
Power BI Solution
Multidimensional Data Analysis
With Power BI's advanced data analysis functionality, you have access to every transaction in your company, and the automatic refresh schedule ensures you're always working with current data.
Multiple Data Source Integration
Microsoft Power BI allows data import not only from Microsoft Dynamics 365 Business Central ERP system but also from Excel files, CSV, SQL Server databases, and hundreds of other sources, including online sources.
Analytical Data Protection
Power BI offers leading security features such as sensitivity labels, encryption, and integration with Microsoft Cloud App Security, ensuring effective protection of sensitive data.
Schedule a Free Consultation
If you're unsure which solution to choose, schedule a free consultation with our expert.
We'll help match the most effective solutions to your company's individual needs.
Contact UsOUR BUSINESS INTELLIGENCE
SOLUTION EXPERT
Yurii
Business Intelligence Analyst
IT Solutions Department Wrocław
Microsoft Certified:
Power BI Data Analyst Associate
Certification number:
3D44D8-CA64F6
Fabric Analytics Engineer Associate
Certification number:
13737C-C5CV3E
