How Mid-Market Finance Teams Are Automating Reporting and Driving Strategic Focus

Finance teams today are under increasing pressure to deliver timely, accurate, and insightful reporting yet many are still buried in spreadsheets and disconnected systems.

In our latest webinar, From Excel Chaos to Clarity: Quick Wins with Power BI, I walked through practical ways mid-sized businesses can automate their FP&A processes using Power BI, data lakes, and smart planning tools without waiting for a massive ERP overhaul.

💡 Webinar Highlights

Here are the key insights we explored during the session:

📌 1. Stop Letting Excel Drive Your Month-End

Most finance teams lose 7–10 days every month preparing management packs. With Power BI, we helped Lawyers On Demand reduce that to just 2 minutes—freeing up time for better commentary and business partnering.

📌 2. Build a Foundation with a Data Lake

If you don’t own your data, you can’t scale your reporting. A central data lake ensures historical continuity, enables cross-system integration, and sets the foundation for automation.

📌 3. Automate Your Board and Performance Packs

We explored three methods to automate your reporting:

• Power BI dashboards (fast insights)
• Power BI + Excel (live connected packs)
• Power BI + InPlan (commentary + planning in one place)

Each approach serves different maturity levels whether you’re just starting or scaling up.

📌 4. Embed Insights at Every Level

Using tools like InPlan, your teams can now write real-time commentary directly in Power BI, tag metrics by business unit, and build group-level narratives effortlessly. That’s how reporting becomes strategic communication not just a numbers dump.

📊 Real Business Impact: The LOD Story

At Lawyers On Demand, implementing Power BI transformed their reporting and revealed £350,000 in missed invoicing.
It didn’t just save time it elevated conversations across the board. The CFO now uses that time to drive real dialogue with the business, not just describe the past.

Want to See What This Could Look Like in Your Business?

We’re currently offering a free strategic FP&A infrastructure review for webinar attendees and readers.
Let’s explore how your team can move from Excel chaos to clear, automated reporting step by step.