Power BI Financial Reporting Services

Power BI Financial Reporting | Data-Driven Business Intelligence

Turn your static spreadsheets into dynamic, real-time dashboards. Get the deep insights you need to outpace your competition.

Real people.Real expertise.Real results.

See Your Savings Estimate

Active PipelineVA Live Desk

Live Cash Flow Dashboards

In queueUpcoming

P&L vs Budget Visualizations

In queueUpcoming

AR/AP Aging Visual Analytics

In queueUpcoming

Save 60%vs. in-house hiring

1/3

ISO 27001-Aligned

NDA-Protected Assistants

Dedicated VA for Your Agency

Human-Led, Automation-Supported

Tasks We Handle

Our VAs are trained on all service workflows. Here's what we can handle for your agency.

17Tasks Handled

100%Dedicated VAs

Live Cash Flow Dashboards

P&L vs Budget Visualizations

AR/AP Aging Visual Analytics

Sales & Margin Performance Tracking

Unit Economic Dashboards (LTV/CAC)

Multi-Entity Consolidated Reporting

Project Profitability Visuals

Custom KPI Goal Tracking

Inventory Velocity Analytics

Xero/QuickBooks API Integration

Multi-Source Data Consolidation

Automated Data Refresh Scheduling

Custom DAX Measure Development

Stakeholder Report Automation

Mobile-Optimized Dashboard Build

Historical Trend Analysis Models

Predictive Cash Flow Modeling

Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +

How It Works

A structured, repeatable workflow your VA follows every time.

KPI Definition

Identify the critical metrics that drive your specific business model.

Data Architecture

Connect your accounting, CRM, and sales data into a unified model.

Dashboard Build

Design high-end, intuitive visual reports in Power BI.

Live Deployment

Automated refresh setup and training for your leadership team.

Workload Delegation

We Handle It.
You Focus

See exactly what tasks shift off your team — and what stays in their hands.

Virtual Assistant

We Handle Directly

Your Agency Focus

Your Team Focuses On

Technical data modeling and DAX

High-level strategic decisions

Core

Dashboard design and updates

Operational execution

Core

Multi-source data consolidation

Business growth strategy

Core

Automated report scheduling

Stakeholder management

Core

50,000+

Productive Hours Logged

Structured work hours delivered and tracked

25+

Clients Supported

Businesses and professional teams served

99.9%

PLATFORM UPTIME

Reliable systems and workflow continuity

100%

Work Transparency

Clear task tracking, updates, and visibility

Software Proficiency

Your VA Knows Your Software

Our VAs are trained on the major platforms and management systems you already use.

ADP

Payroll & HR

Bill.com

AP Automation

CCH Axcess

Tax & Compliance

Drake Tax

Tax Preparation

Gusto

Payroll Platform

Intuit ProSeries Tax

Professional Tax

Intuit QuickBooks

Accounting Software

Xero

Cloud Accounting

SEO Tool Training

Hands-on Experience

Quick Onboarding

Lower Financial Operations Costs

Save Up to 60% on Accounting Operations

Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.

Local In-House Accountant

$65,000+

Salary + Taxes + Benefits + Training

UA Accounting Specialist

$22,500

Dedicated Accounting Operations Support

Annual Operational Savings

$42,500+

What our clients are saying

Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.

We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.

Dan F.

Director of Sales

We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.

Michael S.

Owner / Agency Owner

We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.

Charis P.

President

After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.

Eric K.

President

We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.

Dan F.

Director of Sales

We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.

Michael S.

Owner / Agency Owner

We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.

Charis P.

President

After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.

Eric K.

President

We’ve been working together for nearly two years, and they’ve become a reliable part of our day-to-day operation. We can hand work over and know it will get done.

Matt C.

Chief Operations Officer

We were a little hesitant about outsourcing at first. After working with United Alliances for some time, we became very comfortable with the team and the process.

Louis P.

President

We’ve been working with the team for over a year now. They’ve taken a lot of the paperwork and follow-up off my plate, so I have more time for producers and clients.

Lou S.

Vice President

We’ve been working together for nearly two years, and they’ve become a reliable part of our day-to-day operation. We can hand work over and know it will get done.

Matt C.

Chief Operations Officer

We were a little hesitant about outsourcing at first. After working with United Alliances for some time, we became very comfortable with the team and the process.

Louis P.

President

We’ve been working with the team for over a year now. They’ve taken a lot of the paperwork and follow-up off my plate, so I have more time for producers and clients.

Lou S.

Vice President

We needed extra help without adding another full-time employee. After working with United Alliances for more than a year, the flexibility has been a big advantage for us.

Todd P.

President

When we started, our account managers were buried in repetitive work. Over time, United Alliances has helped take a lot of that pressure off the team.

Mark A.

President

We’ve been working with United Alliances for a while now, and the insurance knowledge really stands out. We don’t have to explain the basics every time we hand something over.

Lisa F.

President

We needed extra help without adding another full-time employee. After working with United Alliances for more than a year, the flexibility has been a big advantage for us.

Todd P.

President

When we started, our account managers were buried in repetitive work. Over time, United Alliances has helped take a lot of that pressure off the team.

Mark A.

President

We’ve been working with United Alliances for a while now, and the insurance knowledge really stands out. We don’t have to explain the basics every time we hand something over.

Lisa F.

President

Frequently Asked Questions

common questions about this service — answered.

Yes. We set up automated refreshes so your dashboard is always current.

Absolutely. We can pull data from Xero, HubSpot, Stripe, and Excel into one view.

Yes. Power BI reports can be accessed securely on your phone or tablet.

Most clients only need a standard Power BI Pro license ($10/mo) for their users.

Start Saving With a Free Consultation

Power BI Financial Reporting Services

Tasks We Handle

Live Cash Flow Dashboards

P&L vs Budget Visualizations

AR/AP Aging Visual Analytics

Sales & Margin Performance Tracking

Unit Economic Dashboards (LTV/CAC)

Multi-Entity Consolidated Reporting

Project Profitability Visuals

Custom KPI Goal Tracking

Inventory Velocity Analytics

Xero/QuickBooks API Integration

Multi-Source Data Consolidation

Automated Data Refresh Scheduling

Custom DAX Measure Development

Stakeholder Report Automation

Mobile-Optimized Dashboard Build

Historical Trend Analysis Models

Predictive Cash Flow Modeling

How It Works

KPI Definition

Data Architecture

Dashboard Build

Live Deployment

We Handle It.You Focus

We Handle Directly

Your Team Focuses On

Productive Hours Logged

Clients Supported

PLATFORM UPTIME

Work Transparency

Your VA Knows Your Software

Save Up to 60% on Accounting Operations

Local In-House Accountant

UA Accounting Specialist

Annual Operational Savings

What our clients are saying

Frequently Asked Questions

Is it real-time?

Can you combine data from multiple apps?

Is it mobile-friendly?

Do we need a Power BI license?

We Handle It.
You Focus