12-05-2024, 12:54 PM
Power BI consultants connect financial systems like QuickBooks, Xero, or SAP Finance using connectors and APIs. They extract data related to accounts, budgets, and revenues, transforming it into a structured format via Power Query. Dashboards are created to track KPIs such as cash flow, profitability, and expenses. Power BI consultant configure scheduled refreshes and audit trails to maintain data accuracy and transparency. Integration ensures real-time access to financial metrics, enabling CFOs and stakeholders to make informed decisions. By aligning financial analytics with organizational goals, consultants drive performance optimization and strategic growth.