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Our Services
01.ABI Setup
Connect your accounting books to ABI to produce standardized financial statements and a practical Power BI report. The setup includes data connection, account mapping, report configuration, and an initial review of key business measures. Receive a tailored starting dashboard for cash, profit, customers, jobs, or operations, with follow-up support to help your team use the report monthly.
02.Monthly BI Dashboards
Transform monthly bookkeeping data into clear dashboards that show how the business is performing. Reports can include cash position, profit, sales, customers, jobs, margins, and operating activity, depending on the business model. Each reporting cycle highlights important changes and gives owners and managers reliable information for monitoring performance and making decisions.
03.Power BI Reports
Build a tailored Power BI report that organizes accounting and operational information into an easy-to-review management view. The report can be structured around the questions that matter most to contractors, trades, retailers, professional firms, non-profits, and other small or mid-sized organizations. Receive interactive visuals, key performance indicators, and a practical reporting structure designed for ongoing monthly review.