Client Onboarding for Manufacturing Controllers with Power BI
The Problem
Onboarding a new Cost Accounting client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.
What We Build in Power BI
AI drafts the engagement letter, generates a tailored document-request list for the client's Cost Accounting profile, chases missing items across email and SAP S/4HANA, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Power BI — uses the native API or agent integration so nothing leaves the system of record.
Power BI Integration Approach
Audit your Power BI configuration
We map the specific Power BI objects, custom fields, and workflows the automation needs to touch for your cost accounting practice.
Build on the Power BI API or agent
Integration happens inside Power BI — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Power BI with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Power BI instance
30-minute call. We'll look at your actual Power BI setup and show exactly how this workflow fits.