Power BI for the CFO and Finance department

BIRDS and Power BI are the ultimate combination for in-depth financial analysis and effective budgeting.

Reliable data for financial analysis

As a CFO, you are faced with the challenge of making strategic financial decisions that impact the organization. BIRDS combined with Power BI provides the means to do this based on reliable and complete data.

Profit & Loss trend analysis dashboard in Power BI

Advantages for Finance

With the insights gained from using BIRDS and Power BI, you can make more informed decisions.

One data source

With our data model, your entire organization uses the same data, definitions, and calculations. This prevents debates over issues like product margins.

Complete view

Don’t just rely on Microsoft Dynamics data—combine it with data from other software in your reports to get a complete picture.

Simplicity

The complex data structure of Microsoft Dynamics is transformed into facts and dimensions and translated to simple data labels in Power BI. This enables you to create comprehensive reports without any technical knowledge.

Historical insight

Processes in Dynamics get overwritten, such as the journey from prospect to customer.

BIRDS takes a daily snapshot of the data, giving you insight into how a process has evolved over time.

Selfservice BI

You no longer need to rely on the IT department or external BI consultants to create complex financial reports.

This means faster results, allowing you to focus on analysis instead of the technical aspects.

AI forecasting

BI enables the use of AI.

With BIRDS, you have structured and modeled data at your disposal, allowing you to leverage Artificial Intelligence for financial forecasting and to take action based on these insights.

Floris van Bommel CEO Reinier van Bommel about BIRDS and Power BI

The BIRDS Content Packs for Dynamics 365 already included 85% of the Power BI reporting requirements for Floris van Bommel. The last 15% customization was built in collaboration with our BI consultants.

FAQ

What types of reports can I create with BIRDS?

The BIRDS Content Packs include data for Finance, Accounts Receivable, Accounts Payable, Procurement, Sales, Inventory, Warehouse, Production, and Fixed Assets.

For specific sectors, such as construction, we provide additional data, dashboards, and reports tailored to their unique workflows.

BIRDS not only offers a comprehensive set of standard reports but also allows you to create extensive or highly specific reports yourself.

How does BIRDS make the preparation of my financial reports easier?

BIRDS simplifies the process by automating data collection, analysis, and formatting. This not only reduces the time needed to prepare financial reports but also minimizes the risk of errors that can occur with manual preparation.

Additionally, BIRDS includes built-in data validation and cleaning techniques to ensure the accuracy and integrity of financial data.

How can I support my budget cycle in Power BI?

The BIRDS Power BI reports provide the insights you need to support your budget cycle. 

This includes analyzing historical data trends and financial performance, highlighting the performance of business units, and identifying potential risks and uncertainties.

How can I create cash flow analyses?

BIRDS integrates relevant financial data to analyze cash flow trends and variations using graphs and dashboards. By utilizing alerts in Power BI, you can also monitor the current situation in real time, ensuring you’re not too late in addressing potential issues.

How does BIRDS help me maintain an overview of multiple companies in Power BI reports?

Our data model gathers information from all the companies within your group. In Power BI, you can select one or multiple companies through a dropdown filter. 

This can also be pre-configured by assigning access rights to specific roles, locations, or employees, ensuring that the right people have access to the relevant data.

Need more information?

Schedule an online session with BI advisor Joep Lugtenberg and discover how BIRDS can help you with strategic financial decision-making by providing deep insights into your Microsoft Dynamics data.

Joep Lugtenberg