Automated reporting workflows reduced manual financial operations by 80% and improved dashboard refresh speed by 65%, enabling leadership to access real-time profitability, billing, and utilization insights.
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A mid-sized services firm managing multi-state operations with recurring project billing, contractor management, and utilization planning.
The client relied heavily on manual data extraction from OpenAir and QuickBooks, leading to slow reporting cycles, inconsistent calculations, and lack of real-time visibility. Power BI dashboards were slow due to heavy DAX computations, and leadership lacked a unified financial view of revenue, forecasts, and utilization.
A US-based services company required a centralized, automated reporting system for project billing, revenue forecasting, and resource utilization. Their finance team relied on manual extraction from OpenAir and QuickBooks, causing reporting delays and inconsistent data. We built an automated, API-driven reporting platform using Python Flask, MySQL, AWS, and Power BI.
We implemented an automated, API-driven data integration platform using Flask, OpenAir XML API, and QuickBooks Online API. MySQL served as the reporting warehouse, where complex calculations were moved from Power BI into SQL views. Power BI connected directly to optimized datasets, enabling fast refresh cycles and reducing manual workload by 80%.
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