Data connections
QuickBooks, Xero, Jobber, HubSpot, Excel, SQL and more, refreshed on a schedule.
Dashboards & reporting
Power BI dashboards and automated reporting in Winnipeg
We're a Power BI consultant in Winnipeg for businesses that don't have a data team. We connect your accounting, CRM, job management and spreadsheets, build a clean data model, and give you a small set of dashboards that refresh on their own, so the numbers are ready before Monday's meeting.
If someone rebuilds the report every week, it isn't a report
In most small businesses, reporting means one person exporting three spreadsheets, pasting them together and fixing the formulas that broke. It takes hours, it's out of date as soon as it's done, and nobody fully trusts the numbers.
Reporting automation fixes the plumbing first. Data flows in on a schedule, the definitions are agreed once, and the dashboard shows the same answer to everyone.
Scope
What we deliver
Data model
One clean model with agreed definitions: what counts as revenue, a job, a customer.
Core dashboards
Usually three to six: sales pipeline, job profitability, cash flow, team utilisation, marketing.
Automated reports
Email or Teams summaries delivered daily or weekly, with no login required.
Row-level security
Staff see only the data they should: their region, their clients, their team.
Handover
Training so your team can adjust visuals and add pages without calling us.
Data analytics and business intelligence consulting, sized for small business
Larger data analytics consulting firms in Winnipeg and across Canada are built for enterprise data warehouses. Our business intelligence consulting is built for companies with 5 to 100 people, a handful of systems and a clear question: which jobs, clients and services actually make us money?
If you're a larger organisation with a data team, we're probably not the right fit, and we'll tell you so.
How it works
Four steps, no surprises
- 01
Audit
A free 45-minute call. We map the process, count the hours and tell you whether it's worth automating.
- 02
Scope & quote
A written, fixed-price scope: what gets built, what it connects to, and how we'll measure it.
- 03
Build & test
We build in your accounts, test with your real data, and run it alongside the old way until you trust it.
- 04
Handover & support
Documentation, a walkthrough for your team, and 30 days of fixes. Ongoing support is optional.
FAQ
Questions we get asked
Do I need Power BI licences?
Viewing shared dashboards usually requires Power BI Pro licences for each viewer, which Microsoft bills per user per month. We'll size this with you, and suggest alternatives like Looker Studio if licensing doesn't fit.
How much does a Power BI dashboard cost?
Most small-business builds run $3,000 to $12,000 depending on data sources and complexity. See pricing.
Can you connect to QuickBooks Online?
Yes. QuickBooks Online, Xero and most cloud accounting tools can feed Power BI, either directly or through a connector.
What if our data is a mess?
It usually is. Part of every project is cleaning and structuring the data so the dashboards can be trusted.
Not sure where to start? Start with one process.
Book a free 45-minute automation audit. We'll map one workflow with you and tell you honestly whether it's worth automating.