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Services

Reporting, forecasting and workflow automation solutions

Where AI genuinely adds value, I build it into the dashboards, reports, and workflows I deliver.

Power BI Dashboards

Dashboards that show what matters. Cash, margins and operational performance, pulling data from across your systems into one place. Designed around the decisions you need to make.

Custom Dashboards
Multi-System Integration
Automated Reporting
Role-Based Access

Financial Reporting

P&L, cash flow, KPIs, and month-end reporting that gets to stakeholders faster and in better shape. Whether you have a finance team of one or ten, I build reporting that frees your people to drive the business forward, not prepare spreadsheets.

Board Reporting
Month-End Automation
Management Reporting
KPI Tracking

Workflow Automation

Automate the manual tasks that eat your week. Data collection, report distribution, approvals, notifications. Built on Microsoft 365 and Power Automate, so it fits into what you're already using.

Eliminating Manual Steps
Report Distribution
Approval Workflows
Microsoft 365 Integration

Forecasting & Planning

Know where you're headed. Rolling forecasts and scenario models that give you confidence in the decisions ahead.

Rolling Forecasts
Scenario Planning
Cash Projections
Budget Modelling

Not sure which service you need?

Book a free 30-minute discovery call to discuss your reporting challenges.

Book Discovery Call
SBR
Simply Better Reports

Power BI dashboards, financial reporting, and workflow automation for mid-sized NZ businesses. Chartered Accountant-led.

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