2 Power BI Templates for great, professional finance reports

Use our Power BI Templates to deliver professional reports quickly.  For finance and data analysis professionals these Power BI Templates speed up the process of developing and implementing great financial analytical reports.

Unlike most sample Power BI Templates, the Accounting Insights Power BI Templates provide fully working financial reports. We provide realistic sample data with the Power BI Templates.  This helps you to understand how the Power BI Templates work and what data you need to provide or adapt. 

Power BI Templates are currently available for Profit and Loss Reports and Accounts Receivable Reports.  More Power BI Templates will shortly be available for Balance Sheet Reporting, Accounts Payable, Cash Flow.  

Currently, each template is available in a generic form, or specifically optimised to work with Sage 50 Accounts.  We are currently working on Power BI Templates specifically for Xero, also.

  1. Profit and Loss Template

    The Accounting Inights Profit and Loss template is a powerful four-page profit and loss template showing actual and variance against previous, budget and forecast amounts.  This Power BI Profit and Loss Template is available in generic form (with Excel as a data source), or specifically to work with Sage 50 Accounts.  Read more…

  2. Accounts Receivable Template

    The Accounting Insights Accounts Receivable template provides two pages of actionable insights into your overall debtor position, trends and what actions you need to take with specific customers.  This Power BI Accounts Receivable template is available in generic form (with Excel as a data source), or specifically to work with Sage 50 Accounts.  Read more…

Power BI Profit and Loss Template

Power BI Profit and Loss Example

Power BI Accounts Receivable Template

Accounts Receivable Template Page 1

What these Power BI Templates comprise

These Accounting Insights Power BI Templates are not the .pbit files that you may expect, without any data, rather fully functioning .pbix files, complete with sample demo data in a separate Excel file.  The demo data is realistic with:

  • Tens of thouasands of transactions
  • Over 1000 customers and suppliers

To get started with the Power BI Templates, all you need to do is to re-point the Power BI Desktop file to your copy of the Excel data source.

Customization services and training in the use and extension of these templates is available on request.

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