Our technology

Reporting & analysis

At Project Alfred, we’re passionate about the power of data-driven decision making. The more accurate information you have at your fingertips, the easier you’ll be able to make confident decisions about virtually any business challenge, whether you’re looking to bring on more staff or launch a new product.

Our team taps into up-to-the-minute finance technology to provide both ongoing or ad hoc intelligence reporting, designed to help you better understand your business and help you make important operational and investment decisions.

Trusted by 100+ brands using Project Alfred


Custom analytics accounting dashboards

Relevant, practical, and up-to-date information is essential to informed decision making, and every business has different needs when it comes to the information and business intelligence (BI) they value and require. That’s why we specialise in designing and building tailored BI reports that help you to accurately define and measure your goals, whatever they might be.

  • Custom accounting dashboards
  • Real-time data for faster decision making
  • Accurately measure your goals
  • Increase accessibility of your numbers


Management reporting

Management reporting provides a strong foundation for monitoring performance and tracking against goals – both of which are vital to making strategic business decisions. Our accounting specialists are skilled at interpreting your business data and providing management reports in a form that best suits your specific needs.

  • Monthly and quarterly management accounting reports
  • Weekly debtors and creditor reports
  • Ongoing bank summary reports
  • Sophisticated management reporting tools
reporting & analysis

Tailored solutions

Along with our regular reporting options, we also work with clients who require special projects. This can range from a startup wanting to create forecasts for potential investors, to a growing business looking at the impact of taking out a loan.

Scenario planning
Power BI
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Scenario planning

Our expert accounting know-how combined with our extensive financial modelling expertise means you can rely on us to provide sophisticated scenario planning to help you prepare for the future.

  • The impact of differing pricing strategies
  • Whether to hire more staff
  • The effectiveness of different funding options


Building a start-up and need a revenue forecast to help you make important decisions? Or looking to wind down work and interested in retirement forecasts? We can build a model to assist you to plan for any situation.

  • Startups
  • Cash flow forecasting
  • Retirement planning

Power BI

Want to better visualise your data? Look no further than Microsoft Power BI. This powerful financial tool integrates with a whole host of other applications, meaning we can present a range of data insights to you to help make better business decisions.

  • Simple finance data visualisation
  • Inform decision making
  • Xero integration
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customer story

100% confidence that our best interests are being looked after.

After recently changing to Project Alfred, we are beyond relieved and feel so much lighter that we are now getting the right advice. We trust them 100% and have confidence that our best interests are now being looked after.

Andy & Renae
Small Business Owners
Frequently asked questions

Haven’t found what you’re looking for? Send us a message, and we’ll get back to you as quick as lightning.

Contact us
Is my business big enough to have management reporting?

We provide reporting solutions for businesses of all shapes and sizes, ranging from pre-revenue startups to established operations. As a business grows, more information is needed to be able to obtain insights and provide actionable recommendations.

What reporting tools do you use?

There are many reporting options that integrate with Xero, which allow us to obtain up-to-date information for our clients. The tools we find most useful to assist in decision making are Power BI, as well as spreadsheet models built in Google Sheets or Microsoft Excel. Our advanced spreadsheet skills means that we can provide clients with an easy-to-use tool for cash flow management support and scenario planning.

What is Microsoft Power BI?

Power BI is a business analytics tool that we use to extract and transform data from multiple sources and combine it into one data model that we then use to create reports. This data can be scheduled to refresh automatically or on-demand. There are a number of ways in which Power BI can integrate with other applications, and it’s a powerful tool for leveraging these technologies.

Ready to get started?
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