17 August 2026

Getting Your Year End Reporting Ready Before the Auditors Arrive

Year end reporting is a project in itself: reconciling, chasing invoices, departmental spends, forecasts, budgets. Get your Power BI reports ready before the deadline, or hand the auditors an audit pack and let them check it themselves. Epicor, Infor, D365 and everything in between.

Getting Your Year End Reporting Ready Before the Auditors Arrive

The summer holidays, MOT time, moving house, results day & end of year reporting.

Life has a special kind of way of making certain dates stressful, exciting, confusing and just a little bit of wanting to bury your head in the sand.

It can be a real team effort to get your end of year reporting sorted: reconciling, chasing invoices, departmental spends, forecasts, budgets. It's a proper project all in itself.

I enjoy it, despite the pressure. I make the reports that retail companies, engineering firms and plenty besides rely on for auditing and end of year reporting. From Epicor to Infor, D365 and everything in between.

Getting your Power BI reports done and ready to roll before end of year saves so much time, effort and stress.

Have old data from systems you no longer use? Try an audit pack that you just hand to the auditors to go over and check themselves, without the panic of: did Company X actually pay their invoice on 5 July 2020, or was it 5 August?

If you are thinking about making your processes and reporting better for year end, or have legacy data you need to report on but no longer have someone who knows the system, speak to me about getting it sorted.

Start with twenty minutes.

Tell me what's eating your week. I'll tell you whether it's a report, an automation, some AI advice, or nothing you need me for.