By audience
Power BI for finance
Month-end, profit and loss, variance, and cash are on numbers a controller will sign. The ERP and the workbooks you still need feed one semantic model, so mid-market finance can defend the figure in the meeting.
When the close still takes a week
Mid-market finance teams know the pattern: spreadsheets passed between departments, late feeds from ops, static packs that cannot drill, and a board or leadership meeting that waits on a number nobody fully trusts. Power BI helps—but only when measures are named, sources are wired, and the pack matches how controllers actually close.
Alluvium helps CFOs, controllers, and FP&A automate the recurring work, align ERP and Excel to shared definitions, and put trusted numbers in the meeting. No invented client logos. No chatbot project dressed up as finance BI.
- Monthly close reporting and variance that drill by cost center, region, or general ledger.
- Cash and liquidity on a page leadership will open on Monday.
- ERP and Excel on one model finance will sign.
- Training is on your certified measures, so the skill stays when the consultant leaves.
What we do for finance teams
Shorten the close pack
Replace the multi-spreadsheet monthly grind with a refreshing Power BI pack. Background: why month-end still takes a week.
P&L and variance that answer questions
Variance as a question you can drill—not a red tile with no owner. See variance is a question, not a red tile.
Cash, not charts
Cash and working capital are on a page a CFO will open, rather than a gallery of charts. Related: cash, not charts, for the CFO Monday.
ERP and Excel on the same definitions
Connect accounting systems and the workbooks you still need—without five versions of revenue. Practical framing: Excel vs Power BI for financial reporting.
Accrual, operations, and cash
Clear views so accrual books, ops actuals, and cash do not fight in the same meeting. Read finance: accrual, ops, and cash.
Numbers finance will sign
You get certified measures, named owners, and a pack a controller will defend. See when finance won’t sign off on the dashboard.
Start with one finance report
The Power BI Quickstart rebuilds one finance report in two weeks. That might be the close pack, variance, cash, or a departmental report. Discovery, the automated report, training, and one week of support are included. Later add-ons can cover another report, model work, or workspace setup. None of those are required to start.
See Power BI Quickstart Book a Session
Deeper consulting shape and service menu: Power BI for finance reporting consulting. When the model itself is the risk, try the optional Power BI model health score.
Finance Power BI FAQs
Will this replace Excel for the close?
Not overnight. We automate the painful recurring pack—P&L, variance, cash—while keeping Excel where it still belongs for analysis that is truly ad hoc.
Can finance and ops share the same model?
Yes—and they should. Accrual, ops, and cash views need clear definitions so Monday’s meeting is not three different revenues.
What if our ERP is changing?
A focused Quickstart on one critical report is often the right bridge while systems move. We connect to the sources you have now and keep measures named for reuse.
What does the Quickstart cost?
It is a flat fee for one finance report rebuilt in two weeks, with discovery, the automated report, training, and one week of support. The amount is on the Quickstart page.
Next step
Put trusted numbers in the meeting
Book a Session and name the finance report that slows the close. If you already know which file it is, the Quickstart is the two-week path.