Power BI for finance teams

A board-ready P&L in Power BI — without the six-week project.

Start with the free Profit & Loss Statement today. When you’re ready for the whole picture, the Financial Clarity Suite ties out to the cent on your own G/L — finished dashboards, you just connect your data.

No credit card Works in Power BI Pro Source files included
Profit & Loss dashboard for Business Central

Inside the dashboard

Here’s exactly what you’re looking at.

A board-ready Profit & Loss in Power BI — the same statement your accountant produces, live on your own Business Central data.

Profit and Loss dashboard for Business Central
1

The numbers a board asks for first

Revenue, COGS, Gross Margin %, Operating Expenses and Net Profit across the top — each with the movement versus last year. One glance and you know how the period went.

2

The full P&L, two years side by side

Every line from Revenue down to Net Profit, this year next to last year with the variance. Driven by production-grade DAX — not a frozen Excel export.

3

And here’s what you do with it

Switch the period, compare to last year or budget, and click into any account to see what moved. Every figure reconciles to your G/L — to the cent.

Most finance teams wait weeks for a P&L that should take an afternoon.

A custom Power BI finance build runs weeks and $10k–$35k. The data was always there — what was missing was a model that reads it and ties out. That’s all this is.

Two ways to start

Try it free. Buy it when it’s obvious.

The free starter proves the approach on sample data. The Suite does it on yours, tied out to the cent.

Start here

The Profit & Loss Statement

Free · download in under a minute

  • Working .pbix file with sample G/L data
  • 12 starter DAX measures — YTD, MTD, YoY, variance
  • Sample chart of accounts (CSV) to plug in
  • Step-by-step installation guide (PDF)
  • No course, no subscription, no spam
Get it free →
The whole picture

Self-serve suite

The Financial Clarity Suite

$997 founding · $3,750

  • Five packs: P&L, Balance Sheet, Cash Flow, AR/AP, Cockpit + more
  • Runs on your BC — tables 15/17/96 (CSV or API)
  • Tie-out validator: reconciles to the cent, built in
  • Full .pbip + .pbix source files, no lock-in
  • The Steering Playbook · 14-day refund
See the suite & join the waitlist →

Why it’s different

Built like an auditor would.

Ties out to the cent

Every reported number reconciles to source G/L. A hard gate, not a hope.

One SWITCH engine

A single measure drives the whole statement. Auditable, fast, no 40-measure spaghetti.

You own the files

Full .pbip + .pbix delivered to your tenant. No black box, no vendor cloud.

The tie-out is the whole point

Every figure reconciles to your Business Central G/L — to the cent. The same model and measures the full Suite is built on. Open the free Profit & Loss Statement and check it yourself.

See it reconcile →

Reconciliation check

Reported P&L (model)$1,284,930.47
G/L control total$1,284,930.47
Difference$0.00 ✓

Illustrative — the validator runs this check on your own G/L on every refresh.

Start with the free file.

Open it in Power BI today. Decide about the Suite when the numbers prove themselves.

Get the free Profit & Loss Statement Or skip ahead to the Financial Clarity Suite