Project Overview

NexaBI partnered with Sterling Capital to design a unified Power BI reporting system that automated month-end financial reports. By integrating Excel and SQL data into one governed model, the finance team reduced report preparation time by 60% and gained real-time KPI visibility.
  • Automated Reporting

    Monthly financial packs now refresh automatically via Power BI scheduled refresh.

  • Data Integration

    Excel and SQL sources unified in one governed model.

  • KPI Dashboards

    Interactive dashboards for P&L, cash flow, and variance analysis.

  • Governed Access

    Role-based access and data consistency across all departments.

Project Info

  • Sterling Capital Finance Power BI Reporting, Automation, KPI Dashboards
  • Date 25 March, 2025
  • Address London, UK
The new Power BI solution consolidated all financial data into one model and removed manual spreadsheet work. Executives now view real-time KPIs from desktop or mobile, while the finance team saves days each month during reporting. The solution ensures accuracy, governance, and consistency across all business units.