By audience
Power BI for finance
Month-end close, P&L and variance, and cash on numbers leadership will sign—ERP and Excel connected to one semantic model mid-market finance teams can defend 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.
- Automated monthly close reporting and variance that drills by cost center, region, or GL.
- Cash and liquidity views leadership will open on Monday—not chart theater.
- ERP + Excel on one model finance will sign off on.
- Training on your certified measures so the skill does not walk out with the consultant.
What we do for finance and reporting 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 views CFOs open on Monday—not vanity dashboards. Related: cash, not charts, for the CFO Monday.
ERP + Excel, 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, ops, and cash aligned
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
Certified measures, named owners, and a pack controllers will defend—not a dashboard they refuse to endorse. See when finance won’t sign off on the dashboard.
Start with one painful finance report
The Power BI Quickstart rebuilds one critical finance report in two weeks—close pack, variance, cash, departmental KPI, or similar. Flat fee $3,000. Discovery, automated report, training, and one week of support included. Optional add-ons for additional reports, model work, or workspace setup.
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?
Flat fee $3,000 for one critical finance report rebuilt in two weeks—discovery, automated report, training, and one week of support.
Next step
Put trusted numbers in the meeting
Book a Session to name the finance report that slows the close. Or start with Power BI Quickstart—one painful report in two weeks, flat fee $3,000.