Give Your Finance Department Power of Business Intelligence

Valuefinex bring all your business operations insights in one place. Reduce by 70% the time it takes to pull together financial statements, executive decks, board presentations, and investor reports.

Accounting Dataset
Power BI

Your spreadsheet doesn’t balance on the first attempt

You feel like you are always running against the clock

You have little or no time to produce analytical insights

Your reporting could have been reviewed better but it is already time to deliver

Your to-do list just keeps piling up.

We Understand Your Challenges

As a senior finance professional, you’re constantly juggling operational demands, especially during the crunch of the financial calendar. The deadline for your management accounts or financial reporting is looming closer, yet the numbers don’t balance, time slips away, and there’s no room left for meaningful analysis.

We Know Your
Department Feels Understaffed

But we also understand the constraints—you can’t simply expand your finance team.

Connect Everything

We Have the Solution

No need for complex system changes

We work with your existing systems and datasets to automate reports, consolidating large volumes of data from multiple sources, all within a single tool, saving you the hassle of new system implementations.

Convert your transaction data into reports

Easily transform your accounting data from the general ledger into powerful business intelligence insights.

Transform Your Data into Decisions

Segmental Reporting

Easily compare and present financial performance across different business units, regions, or products. Get a clear view of profitability and margins.

Analytical Insights

  • Periodical Comparison
  • Variance Analysis
  • Profitability by Segment
  • KPI Monitoring
  • Trend Analysis
  • Strategic Performance Indicators

Level up your finance team contribution
in 3-steps

1

Connect to Power BI

Let us connect your ERP or Accounting Dataset into Power BI.

33%

2

Model and Organise Your Data

From calculated columns to DAX time intelligence, we structure your data for insightful comparisons and streamlined decision-making.

70%

3

Build and Deliver Tailored Dashboards

We build tailored dashboards, visuals, and metrics, crafting period-over-period comparisons, tables, and charts that align with your management’s priorities.

100%
Finance Department after Power BI Implementation

Common Use case

Who is this for

If you’re a CEO or CFO, you know the importance of timely, accurate reporting. Our service provides insightful reports with automated processes that consolidate multiple datasets, ensuring you have the insights needed to make informed decisions faster.

For investors, staying updated on business performance is essential. Our solution delivers insightful, real-time reports by automating the consolidation of key financial data, helping you monitor the business without delays or inaccuracies.

With our Management Reporting Automation, your team spends less time on manual tasks and more time focusing on strategic growth, ensuring every report is ready when you need it.

Our Approach 

We don’t charge excessive day rates. Instead, we tailor our contracts to offer committed, in-house senior financial expertise. Depending on your needs, we can adjust our involvement from a few weeks to several months. Our initial step involves a half-day visit to your offices to sit with your team and deeply understand your operations. Each model we develop is uniquely crafted to reflect the specificities of your business—rejecting the ‘One Model Fits All’ approach.

Customer-focused finance team, including fractional CFOs, providing tailored support for business growth.

Give your finance team the right tools and knowledge.
Let us help them be the best for you.