Multi-client reporting: one cockpit for 50 client books
Multi-client reporting is how accounting and ERP practices answer one question across every client book at once – overdue receivables, VAT filings at risk, declining margins – without logging into fifty systems. This post covers the pattern: one warehouse, per-client isolation, cross-client queries, and AI on top. Every practice knows this Monday morning. A partner […]
HubSpot to Power BI: How to connect them
Connecting HubSpot to Power BI lets you turn CRM data into the kind of full-funnel dashboards HubSpot’s built-in reports cannot produce. This guide covers the native options and their limits, why a data warehouse is the more reliable path, and how to connect HubSpot to Power BI step by step so your sales, marketing, and […]
Visma to Power BI – Connect ERP Data for Dashboards
Visma to Power BI sounds like it should be straightforward – both are enterprise-grade platforms, Visma has APIs, and Power BI supports hundreds of connectors. But anyone who has actually tried to build a cross-entity Visma dashboard in Power BI knows the reality is messier than the marketing suggests. Visma is one of the largest […]
How to connect Silverfin to Power BI
Silverfin to Power BI – if you’re an accounting firm running client workpapers and compliance in Silverfin but need cross-client portfolio dashboards in Power BI, the integration path is less obvious than it should be. Silverfin has become the go-to cloud platform for post-accounting and compliance work across Europe. Over 150,000 companies sit on the […]
Power BI dataflow timeout: The real fix
Power BI dataflow timeout: why the fix is almost never the connection If you’re hitting a Power BI dataflow timeout that nobody can explain, this is the diagnostic guide. The connection isn’t the problem. The architecture is. Here’s how to identify it, fix it correctly, and stop fighting refresh failures every week. When a Power […]
MEWS to Power BI
Mews to Power BI – if you’re running a hotel or hospitality group on Mews and need operational dashboards in Power BI, the path from PMS data to actionable reports is less straightforward than it should be. Mews has become the PMS of choice for modern hospitality operators. Named the #1 Property Management System three […]
Uniconta to Power BI
Uniconta to Power BI – if you’ve tried building a Power BI dashboard from Uniconta data, you’ve probably hit a wall somewhere between OData endpoints and refresh limits. Here’s how to actually make it work. Uniconta is a cloud-based ERP used by over 45,000 companies across 67 countries, with especially strong adoption in Denmark, Germany, […]
Teamleader to Power BI
Teamleader Focus is where your deals are tracked, your projects run, and your invoices go out – but the moment someone asks for a sales dashboard in Power BI, the real work starts. Exports go stale by lunchtime, custom fields don’t map cleanly, and the split between Teamleader Focus and Teamleader Orbit leaves even technical […]
AFAS to Power BI: methods, limitations, and dwh approach
If you’re one of the 14,000+ organisations running AFAS Profit and you’ve started trying to build a Power BI dashboard from your ERP data, you’ve probably hit a wall. The OData connector only refreshes twice a day, the Power BI Service gateway throws authentication errors with AFAS tokens, and the standard templates don’t match your […]
AdminPulse to Power BI
Your firm runs on AdminPulse. Time entries go in, invoices go out, client files stay organized, and AML checks happen on schedule. But when the partners ask “which clients are actually profitable?” or “what’s our realization rate by service line this quarter?” – you end up exporting CSVs, building pivot tables in Excel, and spending […]