Simulated example: regional construction group (120 staff)
Automating month-end packs with Xero + Power BI + Copilot (simulated case study)
ImpactIn this scenario, 4 days saved every month-end close
In this hypothetical case study, the finance team spends a week stitching CSV exports into spreadsheets to produce board packs. We model a Xero-to-Power BI setup and Copilot prompts that, in this scenario, compile commentary in minutes.
Why automation was needed
- In this simulated scenario, manual month-end pack build requires 40+ labour hours
- Data inconsistencies between spreadsheets, Xero, and CRM (hypothetical example)
- Leadership lacks timely variance explanations or “what changed” insights in this scenario
What we delivered
- Single-click refresh of financial & operational KPIs directly from Xero and project trackers (simulated setup)
- Copilot-assisted narrative drafts for variance commentary and action points (hypothetical workflow)
- Finance lead closes the books in 36 hours with audit-ready back up in this simulated case