Automation and BI
Financial automation and Power BI for businesses.
Automation supports financial management: it organizes documents, improves data reliability, speeds up report preparation and clarifies controls.
Free · No obligation · Online
Start with a measurable need.
Receive documents in the right place
Organize collection and filing to reduce searching and duplicate data entry.
Clarify approvals
Define responsible people, checks and exceptions before automating.
Prepare recurring reports
Structure data and updates so more time can be spent on analysis.
Identify variances to review
Prepare useful reminders and alerts, with human review of important situations.
Simplify, then automate.
We follow a progression suited to your business, with identified checkpoints.
- SimplifyRemove unnecessary steps.
- StandardizeDocument rules and responsibilities.
- AutomateConnect stable, repetitive steps.
- MonitorCheck results and manage exceptions.
- DelegatePass on a repeatable method.
Tools selected for the way you work.
Microsoft 365
Excel, Teams and SharePoint can support analysis, communication and document organization.
Power Automate and Power BI
Workflows and dashboards when data, access and licences allow.
QuickBooks Online and Dext
An accounting foundation and structured document collection when these tools suit your needs.
Targeted use of AI
Prepare a summary or extract information for verification. Usage rules and checks are agreed as part of the engagement.
Process examples
Repetitive tasks that lend themselves to automation.
Common examples in a small business. Each process is reviewed with you first: what fits depends on your tools, volumes and exceptions.
Supplier invoices
Documents received by email are filed in the right place or sent to Dext; those that raise questions are flagged for review.
Monthly management report
QuickBooks Online data feeds an Excel or Power BI model. Analysis and commentary are still written by a person.
Receivables follow-up
A list of overdue invoices is prepared at regular intervals, with a reminder submitted for your approval before it is sent.
Expense approvals
A request goes through a Microsoft form, is approved by the right person, and the document is archived with the decision.
Questions about automation.
Do I need Power BI or Power Automate licences?
It depends on the need. Required licences, subscriptions and connectors are specified before the engagement and billed separately.
What happens when an automation hits an exception?
Exceptions are documented and routed to a responsible person. Human review is planned for important situations.
Can I start with a single process?
Yes. A first engagement can target one specific process, estimated before work begins at the $125/hour reference rate or as a fixed-price project. Read the guide on choosing your first automation.
One-time engagements
Automation and BI: custom quotes.
Reference rate: $125/hour, before taxes. A project may also be quoted at a fixed fee, with an estimate accepted before work begins.
Custom integrations, Power BI dashboards and Power Automate workflows are priced based on their data sources, scope and complexity. Licences and connectors are specified separately.
Basic automations needed for Numérix’s ongoing work may be included in your plan, depending on the engagement.
Structuring your entire finance function?
Full implementation or onboarding is typically estimated at $1,200 to $2,500. It may cover accounting tools, SharePoint organization, procedures and initial automations.
Which process should be simplified first?
Let’s discuss your priorities and the level of support that suits your business.
Free initial conversation · No obligation