Profit and Loss Statement – automated reporting in Power BI
See how your company is really making money - without waiting for accounting.
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Analyze your Profit and Loss Statement.
Tired of waiting for reports from accounting?
With Power BI, everyone sees the same thing—the same P&L, the same numbers.
This solution works just as well in a 100-person company as it does in a 10,000-person corporation.
Accurate profit and loss statement
Has your legal department exceeded the budget by 40%?
You see it immediately.
ChatGPT said: Analysis of actuals versus plan (monthly, quarterly, or yearly) enables you to make decisions based on data—not assumptions.
No more manual Excel spreadsheets
You no longer have to merge 17 files every week.
Power BI automatically collects data from CRM, invoicing, and budgeting systems. As long as your data is up to date, everything else is automated. This translates into real savings in time and manual effort.
Ready-to-use Power BI dashboard
✔ Integration with CRM, invoicing, and budgeting systems
✔ Real-time P&L tracking
✔ Reports available on mobile devices
✔ Ready-made views for the management board, CFO, and owner
The average 3-year ROI from implementing Power BI is 366% (Forrester). Request a demo today!
Case study
See how our other clients are saving time by working with us!
Key questions regarding profit and loss statement analysis
In this section, we answer the most important questions about the Power BI dashboard and its role.
We need data from your time tracking system, project management, expenses, and CRM—the rest is handled by us.
Yes. We integrate Power BI with systems like Odoo, Dynamics 365, SAP, Toggl, IC Project and others.
It’s a ready-to-use solution with optional customization.
Yes – we automatically estimate costs based on hourly rates, full-time equivalents, or contracts.
Yes – all dashboards are responsive and accessible via the Power BI Mobile app.
We deliver the first working reports within 1–2 weeks after the initial workshop.
Yes – we can launch a demo version with sample data or a short proof of concept (POC) using your data.
Ready to get full insight into your organization?
Ready to get full insight into your organization? Book your free consultation and see a live Power BI demo!
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