FinSync Analytics

Power BI development, reporting and data integration.

Build clear dashboards, connect your business systems, and automate reporting—with specialist expertise in finance and accounting data.

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Services at a glance

Power BI Development

Turn business data into clear, useful reporting.

  • Dashboard design and report rebuilds
  • Data modeling, DAX, and Power Query
  • Performance optimization and access controls
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Data Integration & Automation

Connect your systems and build dependable reporting data.

  • API integrations and Python pipelines
  • Azure SQL and data transformation
  • Scheduled processing, monitoring, and alerts
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QuickBooks & Finance Analytics

Bring accounting data together for clearer financial decisions.

  • QuickBooks Online financial reporting
  • Multi-entity and management reporting
  • Reporting for accounting firms and finance teams
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Power BI Development

Dashboards your managers can filter themselves, and rebuilds for reports that are slow or wrong.

Power BI dashboards

Dashboards your managers can filter themselves.

  • Excel, Sheets, SQL and API data in one model
  • Automatic refresh, no monthly rebuild
  • Reviews of slow or wrong reports
Tools and technologies
  • Power BI
  • Excel
  • Google Sheets
  • SQL
Ask about this service: Power BI dashboards

Power BI rebuilds and tuning

Fix a slow or wrong report, or build a new one.

  • Star-schema models and DAX measures
  • Power Query optimization where supported by the source
  • Row-level security and speed tuning
Tools and technologies
  • DAX
  • Power Query
  • Star schema
  • Row-level security
Ask about this service: Power BI rebuilds and tuning

Data Integration & Automation

Automated pipelines and a reporting database, so your reports refresh themselves on a schedule.

Step 1
Sources Accounting systems, spreadsheets, databases and APIs

Your Azure environment

Step 2
Scheduled pipeline Loads and checks your data, with alerts if a source fails
Step 3
Azure SQL Your reporting database
Step 4
Reporting Power BI dashboards and reports
Example Azure-based integration architecture. Deployment and data storage are agreed around your systems and reporting needs.

Automated data pipelines

Reports that refresh themselves, on a schedule.

  • API integrations with OAuth and retries
  • Scheduled runs on Azure Functions
  • Logging and alerts when a source fails
Tools and technologies
  • Python
  • pandas
  • Azure Functions
  • REST APIs
Ask about this service: Automated data pipelines

Azure SQL for reporting

One fast database behind every report.

  • Database design and T-SQL views
  • Move reporting off spreadsheets
  • Database access and credential management
Tools and technologies
  • Azure SQL
  • T-SQL
  • Key Vault
Ask about this service: Azure SQL for reporting

QuickBooks & Finance Analytics

QuickBooks Online data brought together for budget vs actual, management reporting and multi-entity views, including white-label dashboards for accounting firms.

QuickBooks Online to Power BI

Connect QBO to a reporting pipeline and Azure SQL database in your Azure environment.

  • OAuth authentication and token management
  • Scheduled extraction and incremental data loads
  • Logging, monitoring and refresh troubleshooting
Tools and technologies
  • QuickBooks Online
  • Python
  • Azure SQL
  • Power BI
Ask about this service: QuickBooks Online to Power BI

Custom management reporting

Reporting built around your financial calendar, business structure and management KPIs.

  • Period, year-to-date and prior-year comparisons
  • Department, location and entity views
  • Business-specific measures and reporting layouts
Ask about this service: Custom management reporting

Selected work

One reporting foundation. Multiple client businesses.

How data engineering and Power BI come together to support an accounting firm’s client reporting.

US accounting firm

Connected financial reporting for 16 end-clients

A QuickBooks Online–to–Power BI reporting solution serving 16 end-clients through one US accounting firm, with the data pipeline and reporting database deployed in the client’s Azure environment.

16 end-clients Served through one US accounting firm

The reporting need

Support financial reporting across multiple client businesses through a connected data foundation.

The implementation

QuickBooks Online data flows through a Python integration into Azure SQL, where it is structured for Power BI financial reporting.

The delivered scope

A reporting solution live for 16 end-clients, combining accounting-system integration, a financial reporting data model, and Power BI dashboards.

  • Power BI
  • Python integration
  • Azure SQL
  • Finance analytics
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Solution architecture

  1. 1 · SourceQuickBooks OnlineAccounting system

  2. Client’s Azure environment

    1. 2 · IntegrationPython pipelinePython integration
    2. 3 · DatabaseAzure SQLStructured for financial reporting
  3. 4 · ReportingPower BIFinancial reporting dashboards
The pipeline and reporting database are deployed in the client’s Azure environment. Diagram of the solution design, not a screenshot.

How we work

A clear path from question to working solution.

  1. Discover

    Understand your business questions, existing systems, and reporting needs.

  2. Plan

    Define the scope, deliverables, and technical approach.

  3. Build & validate

    Develop the solution and review the data and reporting together.

  4. Launch & support

    Put the solution into use, document it, and discuss ongoing support needs.

Ways to work together

Fixed project

Agreed scope, deliverables and handover.

Monthly support

Ongoing development and maintenance under an agreed scope.

Hourly

Focused reviews, troubleshooting and smaller tasks.

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Quick answers

Where is my data stored?

Storage depends on the project. For Azure-based QBO deployments, the pipeline and reporting database run in your Azure subscription. The proposal explains the Power BI setup, data access and any additional services involved.

Which systems can you connect?

QuickBooks Online, Excel, Google Sheets, SQL databases and APIs. Other accounting and business systems are assessed during discovery.

Can you fix a slow or wrong Power BI report?

Yes. I review the data model, transformations and DAX measures, validate the results against agreed sources, and address performance and usability issues.

Who owns the model and code?

You retain control of your data and Azure environment. The project agreement defines deliverables, access and usage rights. FinSync retains ownership of its reusable product and code.

How does a project start?

With a short discovery call about the reports you build today. I work US Pacific and Eastern business hours.

Send me the report you build by hand.

I'll tell you what can be automated.

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