Power BI Templates for Financial Reporting
Get Actionable Financial Insights with Power BI
Our pre-built Power BI financial templates are designed to provide comprehensive reporting for all your accounting and financial data. Whether you’re tracking P&L, cash flow, or balance sheets, our templates give you clear, actionable insights.
Profit & Loss (P&L) Reporting
Tracking the performance of your business is critical, and our P&L Power BI templates give you a detailed view of your revenue, expenses, and profits over time. With interactive filters, you can easily drill down into your data for more in-depth analysis.
Profit & Loss Summary Report
Get a clear overview of your company’s financial health with our P&L Summary Report. This template shows key metrics, including operating revenue, direct expenses, and gross profit, all presented with visual charts and graphs for easy interpretation.
- Analyse revenue and expenses over time.
- Track gross profit, net profit, and profit margins.
- Use filters to segment data by month, account, or category.
P&L using Account Transactions
Easily track and visualise all account transactions that contribute to your P&L. This template helps you keep an eye on receivables and payables, and manage your financial operations efficiently.
- View transactions by account, date, and tracking categories.
- Filter data by month, year, and account codes.
Pricing & How to Get Started
Our Power BI financial templates are available for AUD $2,000, offering a highly affordable alternative to solutions in the market that can cost over $50,000. This one-time fee covers the template only, and does not include setup or customisation.
If you need additional support, we offer separate services for implementation, customisation, and ongoing consultation to ensure the template is fully integrated into your business processes.
Interested in Purchasing or Learning More?
If you’re interested in purchasing a template or would like to discuss how we can assist with setup, customisation, or implementation, feel free to reach out: