01 / More services
Reports, dashboards and integrations that fit how you work.
We start with the questions you ask and the way your team works, then build the reports, dashboards and connections that answer them, and we stay with you after launch.
01 / QuickBooks reporting
The numbers you check every week, built on your own QuickBooks data and kept in one place.
QuickBooks holds the truth about your business, but the standard reports rarely answer the questions you actually ask. We build the reports and dashboards that do: sales, customers, receivables and inventory, ready when you open them.
Prefer something ready-made? Our Business Intelligence Suite does this out of the box. See the Business Intelligence Suite
- Sales by customer, product and category, compared with last year
- Receivables aging and payments, by customer
- Inventory and reorder views for purchasing
- Dashboards for owners and managers, and reports that export to Excel
02 / Power BI business dashboards
We turn your business data into a smart, easy decision-making tool.
Dashboards designed around the decisions your people make, connected straight to your systems and databases, so they are always current and nobody rebuilds a spreadsheet on Monday morning.
- Dashboards for owners, managers and teams, each showing what they need
- Connected directly to your systems, including Microsoft Dynamics 365 and other databases
- Access controlled by role, so each person sees their own part of the data
- Training, so your team can keep using and extending what we build
Connecting Power BI to Dynamics 365 Finance and Operations
There is more than one way to do it. We help you choose the one that fits your questions and your budget.
BYOD
Export Dynamics 365 data to your own database and report from there.
Power BI dataflows
Prepare and reuse the data inside Power BI itself.
Data Lake and Synapse Studio
The most complete option, for the widest range of questions.
03 / Shopify and Microsoft Dynamics 365 integration
Keep your online store and Dynamics 365 Finance and Operations in step, without retyping.
When the store and the ERP disagree, someone ends up copying data by hand. We connect Shopify to Microsoft Dynamics 365 Finance and Operations so the information both sides need moves between them on its own.
Setting up the store itself? See our Shopify Solutions. See the Business Intelligence Suite
- Orders, customers, products and stock kept in step between the store and Dynamics 365
- Designed around the way your business runs, not a one-size-fits-all connector
- Support after go-live, for a period we agree with you
Next step
Not sure which one you need?
Book a free consultation and tell us what you are trying to see or fix. We will tell you honestly whether and how we can help.