Every case study here represents a real business challenge we solved — with data, precision, and technology. Click any project to read the full story.
50+Clients Served
↓85%Reporting Time
3Countries
100%On-Time Delivery
Showing 3 projects
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Power BIAnalytics
Property Management Financial Dashboard
Real-time Power BI dashboard tracking rent, expenses & NOI across 40+ units for a UK property manager. Eliminated manual reporting entirely.
↓ 85% reporting time40+ units tracked
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PythonAutomation
Automated Monthly Reporting System
Python pipeline that pulls, formats and emails financial reports automatically each month — replacing 2+ days of manual work for a service business.
2 days saved monthlyZero manual effort
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AccountingSQL
SME Financial Cleanup & Restructure
Cleaned 2 years of disorganised books for a tech startup, restructured chart of accounts and built a SQL-backed reporting model from scratch.
2 years reconciledAudit-ready books
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Every project tells a story.
Power BIAnalyticsReal EstateUK Client
Property Management Financial Dashboard
↓ 85% Reporting Time
40+ Units Tracked
Real-Time Data
Zero Manual Work
85%
Reduction in reporting time
40+
Rental units tracked live
The Challenge
A UK-based property manager was manually compiling financial data from multiple spreadsheets each month — a process that took over 3 days and was prone to errors. They had no real-time view of NOI, rent collection, or expenses across their 40+ unit portfolio, making it impossible to make fast, confident decisions.
Our Solution
We designed and built a fully automated Power BI dashboard connected directly to their QuickBooks and Excel data sources. The dashboard updates automatically and gives the client a live view of every key metric in their portfolio.
What We Delivered
Live NOI tracking across all 40+ units with drill-down by property
Rent roll dashboard showing paid, outstanding and overdue tenants
Expense breakdown by property, category and month
Cash flow trend charts with month-over-month comparison
Occupancy rate and vacancy loss calculations
Automated data refresh — no manual updates ever needed
Tools Used
Power BI
QuickBooks
Excel
Want a dashboard like this?
We can build a custom Power BI dashboard for your business in 1–2 weeks.
A service business director was spending 2 full days every month manually pulling data from multiple systems, formatting it in Excel, and emailing reports to stakeholders. The process was error-prone, inconsistent in format, and consumed valuable senior time that should have been focused on the business.
Our Solution
We built a Python automation pipeline that runs on a schedule each month — automatically extracting data from their systems, processing and formatting it, generating a professional PDF report, and emailing it to the right stakeholders. The entire process now takes seconds instead of days.
What We Delivered
Automated data extraction from QuickBooks and Excel sources
Python script for data transformation and KPI calculation
Professionally formatted PDF report generation
Automated email delivery to multiple stakeholders
Scheduled monthly trigger — completely hands-free
Error logging and notification system for reliability
Tools Used
Python
Pandas
QuickBooks
Excel
Tired of manual reporting?
We can automate your reports so they run themselves every month.
A tech startup came to Axiom with 2 years of completely disorganised financial records — transactions miscategorized, duplicate entries, missing invoices, and no coherent chart of accounts. They were approaching a funding round and needed clean, investor-ready books immediately.
Our Solution
We performed a full financial audit and cleanup — reviewing every transaction, correcting categorizations, rebuilding the chart of accounts from scratch, and constructing a SQL-backed reporting model that now powers their monthly financial reports automatically.
What We Delivered
Complete historical reconciliation across 2 years of transactions
Rebuilt chart of accounts optimized for their SaaS business model
Corrected P&L, balance sheet and cash flow for all periods
SQL database schema for financial data storage and querying
Automated monthly reporting model connected to live data
Investor-ready financial package for the funding round
Tools Used
QuickBooks
MySQL
Excel
Python
Is your financial data a mess?
We can clean up your books and make them investor-ready in weeks.