# AI Automation for Power BI

> 6 workflow automations purpose-built on top of Power BI — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/power-bi/
- **Automation count:** 6
- **Roles:** Manufacturing Controller

## Automations

- [Financial Due Diligence Prep for Manufacturing Controllers](https://calish.com/workflows/with/financial-due-diligence-prep-for-manufacturing-controller-with-power-bi/) — AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book —
- [Operating KPI Dashboard for Manufacturing Controllers](https://calish.com/workflows/with/operating-kpi-dashboard-for-manufacturing-controller-with-power-bi/) — AI pipes KPIs from SAP S/4HANA and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception su
- [Client Onboarding for Manufacturing Controllers](https://calish.com/workflows/with/client-onboarding-for-manufacturing-controller-with-power-bi/) — AI drafts the engagement letter, generates a tailored document-request list for the client's Cost Accounting profile, chases missing items a
- [Tax Document Gathering for Manufacturing Controllers](https://calish.com/workflows/with/tax-document-gathering-for-manufacturing-controller-with-power-bi/) — AI monitors SAP S/4HANA and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and s
- [Tax Return Review for Manufacturing Controllers](https://calish.com/workflows/with/tax-return-review-for-manufacturing-controller-with-power-bi/) — AI reconciles each line of the return against source docs in SAP S/4HANA and the prior year, explains variances over 5%, and produces a revi
- [Client Status Communication for Manufacturing Controllers](https://calish.com/workflows/with/client-status-communication-for-manufacturing-controller-with-power-bi/) — AI drafts personalized status replies from the live matter state in SAP S/4HANA, surfaces anything the client is blocking, and escalates tax

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