Enterprise BI System for Financial Reporting Automation

Enterprise BI System Automation

Industry
Professional Services / Financial Operations

Technologies
Power BI, Microsoft Azure, SQL

About Our Client

Our client is a global customer service provider managing thousands of financial transactions daily across 20+ countries. Their finance team faced delays and inconsistencies in consolidated financial reporting due to siloed data, manual processes, and growing operational complexity.

Challenge

The client needed a centralized Business Intelligence (BI) platform to automate financial reporting, unify data sources, and provide real-time visibility into revenue, expenses, and billing metrics. The lack of integration between accounting systems and reporting tools resulted in weeks-long reporting cycles and a high risk of human error.

Solution

Celestial Infosoft offered comprehensive BI consulting and solution delivery, starting with a deep audit of the client’s data infrastructure. We defined a data integration and analytics strategy using Azure services and Power BI, focusing on automation, accuracy, and scalability.

We developed a centralized data lake and ETL pipeline, migrated fragmented datasets, and built custom dashboards tailored for finance leadership and audit teams. Real-time syncs and role-based access ensured both visibility and compliance.

Project Highlights

  • Integrated 10+ data sources into a unified BI layer
  • Developed custom Power BI dashboards for CFOs, controllers, and analysts
  • Implemented automated ETL workflows to reduce manual data wrangling
  • Enabled financial reporting with drill-down and forecasting capabilities
  • Built-in access controls for sensitive financial and PII data

Results

  • 90% reduction in manual reporting time
  • Monthly financial reports are now generated in hours instead of days
  • Improved data confidence and accuracy in audits
  • Enabled the finance team to shift focus to analysis instead of data gathering

Technologies and Tools

  • BI & Analytics: Power BI, Azure Synapse Analytics
  • ETL & Data Integration: Python, SSIS, Azure Data Factory
  • Data Storage: Azure Data Lake, SQL Server
  • Security & Access: Azure Active Directory, Role-based Access Controls (RBAC)

Client Feedback

“Celestial Infosoft’s team took our reporting from reactive to real-time. Their BI expertise and business process understanding helped us automate what used to take days. This is a big win for our global finance operations.”

– Client Says