Codnity Data

Power BI & Business Intelligence services

We design and implement structured Power BI environments that transform fragmented operational, financial, and CRM data into governed, automated, and decision-ready business intelligence systems. From enterprise data modeling to financial reporting automation and operational analytics - we build scalable BI foundations.

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Trusted by growing companies

What we do

Business intelligence services built on Power BI

Three specialised service layers designed to centralise data, automate reporting, and provide executive-level visibility across finance and operations.

Power BI Development & Consulting

Enterprise-grade Power BI implementation including data architecture design, ETL pipelines, advanced DAX modeling, system integrations, governance frameworks, and scalable semantic models.

Power BI consultingBusiness intelligence servicesData modelingDashboard development

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Financial Reporting Automation

Automated P&L, balance sheet, cash flow, and budget reporting built through structured integration with accounting systems such as Xero, QuickBooks, Jumis, Horizon, Moneo, and ERP environments.

Financial reporting automationPower BI finance dashboardsMulti-entity consolidationCash flow analytics

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Operational Reporting & Performance Analytics

Real-time performance dashboards integrating CRM systems, ERP platforms, project management tools, and REST APIs - providing visibility into workflow efficiency, team utilisation, and delivery metrics.

Operational reportingPerformance analyticsCRM dashboardsWorkflow analytics

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Stronger in combination

From raw data to structured intelligence

Power BI is the infrastructure layer. Financial reporting provides executive clarity. Operational reporting drives daily performance management. Together, they create a fully integrated business intelligence ecosystem.

Infrastructure Layer

The architecture everything runs on

Power BI development builds the architecture - ETL pipelines, semantic data modeling, governance frameworks, and role-level security. Without this foundation, financial and operational reporting lacks reliability.

Financial Intelligence

Executive clarity without manual exports

Automated accounting integration eliminates spreadsheets and enables real-time financial clarity - P&L, balance sheet, cash flow, and budget reporting refreshed automatically from your accounting systems.

Operational Performance

Data-driven delivery management

CRM and workflow data become measurable performance intelligence across departments - resource utilisation, pipeline visibility, and delivery KPIs available to every manager in real time.

Get started

Build a structured business intelligence foundation

If your organisation relies on spreadsheets, disconnected dashboards, or inconsistent KPIs, it's time to implement a centralised Power BI environment.

FAQ

Common questions

Answers about Power BI implementation, financial reporting automation, operational analytics, and business intelligence architecture.

What does a Power BI implementation typically involve?

A Power BI implementation covers data architecture design, ETL pipeline development, semantic model creation, DAX measure building, governance frameworks, and role-level security setup. We begin with a data audit to understand your existing sources - accounting systems, CRM, ERP, spreadsheets - and design a model that consolidates them into a governed, automated reporting environment.

How long does it take to implement Power BI?

Most implementations are completed within 4-12 weeks depending on the number of data sources, the complexity of the data model, and the reporting requirements. Simpler financial reporting builds can be delivered in 4-6 weeks. Enterprise environments with multiple entities, currencies, and integrated CRM and ERP data typically take 8-12 weeks.

Which accounting systems can you integrate with Power BI?

We integrate with Xero, QuickBooks, Jumis, Horizon, Moneo, and major ERP environments. We also connect to CRM systems, project management platforms, and custom REST APIs. The integration method depends on available connectors, API access, and data refresh requirements - we assess this during the initial discovery phase.

What is financial reporting automation and how does it replace spreadsheets?

Financial reporting automation replaces manual spreadsheet exports with structured, automated P&L, balance sheet, cash flow, and budget reports pulled directly from your accounting systems into Power BI. Reports refresh automatically, support multi-entity consolidation and multi-currency conversion, and provide drill-down to transaction level - eliminating the monthly close process bottleneck.

What operational data can be visualised in Power BI?

Any structured operational data - CRM pipeline and activity data, ERP production and inventory data, project management utilisation and delivery metrics, HR data, and custom workflow data from REST APIs. We build dashboards that give managers real-time visibility into team performance, workflow efficiency, and delivery KPIs without manual data extraction.

Do you offer ongoing Power BI support after implementation?

Yes. Post-implementation support covers report maintenance, model updates as your data sources change, new dashboard development, user training, and governance updates. Many clients retain us for ongoing BI development as their reporting needs grow - adding new data sources, departments, or entity consolidations over time.

What is role-level security in Power BI and why does it matter?

Role-level security (RLS) restricts which data each user or group can see within a shared Power BI report - so a regional manager sees only their region’s data, while the CFO sees the full consolidated view. It’s critical for organisations with multiple entities, departments, or external stakeholders accessing the same BI environment, without needing separate reports for each audience.