Power BI Financial Dashboard Case Study | Real-Time Analytics for FiveRivers

Discover how FiveRivers improved financial reporting using a bespoke Power BI dashboard.

Real time analytics, automated reporting and project level financial visibility.

Client Overview

FiveRivers, a growing environmental consultancy based in Warminster, UK, partnered with Accord to implement a bespoke Power BI financial dashboard designed to improve real time visibility and leadership reporting.

This project highlights how SMEs and growing businesses can transform financial reporting with AccountsIQ and Power BI dashboards, delivered by data and technology specialists focused on accuracy, automation, and real time leadership insight.

The Challenge

Before implementing Power BI, financial reporting relied heavily on multiple Excel spreadsheets pulled from different systems.

This created several challenges:

Time consuming manual consolidation of financial data
Limited visibility
Inconsistent data across systems
High manual workload for finance teams
Delayed reporting for senior leadership
Reduced confidence in financial decision making

Although the data existed, it was not accessible in a unified analytics dashboard format. Leadership lacked a single source of truth for project level financial performance.

The Goal: A Real Time Financial Dashboard for Leadership

FiveRivers required:

A single, centralised Power BI dashboard
Clear project level revenue, cost and P&L visibility
Automated financial reporting with frequent refreshes (up to 8 times daily)
A leadership-ready analytics dashboard
Reduced dependency on Excel reporting

Power BI Financial Dashboard Case Study | Real-Time Analytics for FiveRivers

The Solution: Power BI Financial Analytics Dashboard

Accord designed and delivered a tailored Power BI financial dashboard, built on a deep understanding of the AccountsIQ data model and enhanced with dashboard customisation to meet FiverRivers ’s reporting requirements.

Key Elements

Automated data integration
Real time project level financial analytics
Revenue, cost and P&L reporting by business unit and project level
Frequent automated refreshes (up to 8 times daily)
Interactive leadership dashboards
Stakeholder workshops to align reporting metrics

Remark

Image owned by Accord. Data shown is illustrative only.

The Outcome: Faster Decisions, Greater Confidence

With the new Power BI financial reporting dashboard in place:

Leadership gained real time visibility of company performance
Finance teams significantly reduced manual spreadsheet workload
Reporting accuracy improved
Decision making became faster and data driven
Financial performance is now presented in a clear, interactive dashboard format

FiveRivers moved from reactive reporting to proactive financial management using a modern Power BI business intelligence solution.

FiverRivers Power BI – Testimonials

“Before implementing Power BI, reporting relied heavily on manual spreadsheets,

creating inefficiencies across reporting especially at the Management Board level.
Since going live, the team has already seen significant improvements through their first dashboard, the Accounts IQ /MI Dashboard.
We are on our first dashboard which is fantastic. It provides real-time capture at the press of a finger

and enables team leads to understand and manipulate their business performance at the business unit & project level.

Although month-end reporting is still to come, the implementation process itself was described as very simple and straightforward,

both in delivery and ongoing support.“

Accord’s Power BI in three words: Intelligent. Collaborative. Powerful.

Ali Nicholas
Director of Group Services – FiverRivers