Mélanie Lemoine

An accounting firm wanted to exploit and leverage the richness of its financial and social data to offer its clients easy-to-understand, high-impact management tools.

The objective: transform raw data from software (Quadratus, Pennylane, Silae...) into standardized and visual reports – “Pilot Finance” and “Social Balance Sheet” – while ensuring the consistency and relevance of indicators.

Data diagnosis and scoping: analysis of multi-source flows and data integration management via API with accounting and HR production tools.

Standardization of key performance indicators (KPIs): design of a repository of homogeneous financial and social indicators, adapted to different client profiles.

Processing and consolidation of large volumes of data: nearly 1000 client files integrated, checked, and standardized.

Development of Power BI “Pilot Finance” and “Social Balance Sheet” reports: visual presentation of data for a non-expert audience (CEOs, SME managers, artisans).

Adoption support: training of the firm's teams in the use of tools and interpretation of indicators for smooth dissemination to clients.

✅ Automation of report production with significant time savings for the firm

✅ Homogeneous and qualitative vision of financial and HR KPIs across over 1000 files

✅ Improved client communication through clear and educational visuals

✅ Strengthened positioning of the firm as a consulting player in performance management

A group in the landscaping sector wanted to modernize its financial information system to increase productivity, secure data, and improve the quality of its monthly reports. The objectives were to eliminate duplicate entries, ensure the reliability of accounting processes, and provide sufficiently detailed financial information for effective management control.

Audit and mapping of financial processes: identification of flows, break points, and automation opportunities.

Benchmark and sourcing of digital solutions adapted to the sector (project management, accounting, Power Platform / Excel / Power BI integration).

Support for integration and change management: team training and optimization of usage for sustainable adoption.

Implementation of automated control tools to ensure the consistency and quality of financial data.

Design of Power BI connected dashboards for monthly performance monitoring and detailed analysis of costs and margins.

✅ Reduction in accounting closing time and data entry errors

✅ Unified and structured data for financial management

✅ Automated, visual reporting aligned with management control needs

A group in the engineering sector wanted to ensure the reliability and automate its extra-accounting adjustments for the production of financial dashboards. The objective: strengthen the financial culture within the teams and provide management control with a visual, reliable, and automated tool to manage results and track action plans.

- Audit of existing processes: analysis of cut-off procedures, data flows, and existing dashboard design to identify friction points and automation opportunities.

- Design of a comprehensive Power BI environment: implementation of automated data flows, reprocessing of extra-accounting data, creation of reliable and documented datasets.

- Co-construction of secure reports: development with finance and IT teams of dynamic reports, with fine-grained management of access rights and analysis levels.

- Maintenance and support: go-live, training of key users, and evolutionary maintenance to ensure the sustainability of the solution.

✅ Significant reduction in report preparation time

✅ Improved data reliability and traceability of adjustments

✅ Increased adoption of Power BI as a central management control tool