Automation and reporting
Process automation for SMEs connects your tools (Microsoft 365, ERP, accounting) to eliminate double-entry and keep data reliable.
Your team enters the same information in two or three different systems. The monthly report for leadership is an Excel file only one person knows how to build. And by the time you decide, your numbers are already 15 days old. This is work nobody enjoys, and it blocks decisions. We automate the repetitive entry and surface your numbers live.
First Power BI dashboard live within 3 weeks of data source access.
What we do
- Mapping of high-volume repetitive processes (data entry, follow-ups, reconciliations).
- Automation on Power Automate, Zapier or direct API integrations.
- Power BI dashboards connected to your real sources: ERP, CRM, accounting.
- Business indicators tracked continuously, not at month-end.
- Documentation and team handover for progressive autonomy.
Who it's for
For SMEs where part of the team spends too much time clicking, copying and consolidating. You want your numbers live, without waiting for the report owner to find time. Especially useful in finance, sales, operations, purchasing.
How we work
- 1
Diagnostic
Which repetitive processes, which sources, which critical indicators.
- 2
Build
Connected automations, first dashboard within 3 weeks.
- 3
Adoption
Training, documentation, access handover, 60-day check-in.
Common questions
We already have Excel and it's enough for us, no?
Excel is enough until several people use it in parallel, the numbers drift, and you lose hours reconciling. Power BI doesn't replace Excel: it replaces the moment you consolidate several Excels by hand. Your analysts can still work in Excel.
How long before someone in-house can maintain the dashboard alone?
4 to 8 weeks for a motivated person to handle routine changes. We train an identified person during the project, document the model, and stay reachable for technical questions for 90 days after go-live.
What if our data lives in 5 different systems?
That's the most common case. Power BI connects to most ERP, CRM, accounting and SQL systems used by Mauritius SMEs. For exotic software we use a scheduled export. You don't have to merge everything before we start.
Let's identify what to automate
Data entry, reports, reconciliations. One call to spot the quick wins.
Book the call