Finance data and planning on Microsoft Fabric
Actuals, budget and forecast in one finance model
We bring data from Merit Aktiva, SmartAccounts, Business Central and other systems into Microsoft Fabric, build a finance model on it and set up budgeting on the same platform. The data stays in your own Microsoft environment.
What we do
We connect finance data
We bring ledger and ERP data into Microsoft Fabric through each system’s API.
We build the finance model
From the chart of accounts to management reporting. Income statement, balance sheet, cash flow and budget against actuals, across several companies where needed.
We bring planning onto the same platform
Budget, rolling forecast and scenarios next to the actual numbers. One option is Microsoft’s Planning in Fabric IQ, which Microsoft says has been generally available since July 2026.
We keep it running
We watch the data refresh, changes from Microsoft and in the systems’ APIs, and the use of your Fabric capacity.
Systems whose data we bring into Fabric
Estonian accounting software has no ready connector for Microsoft Fabric, so we build the connection through the system’s API. We have built Power BI apps on Merit Aktiva, SmartAccounts, Standard Books and Erply Books data before.
- Merit Aktiva
- SmartAccounts
- Standard Books
- Erply Books
- Business CentralSparkle package
- Dynamics 365 Finance and OperationsAsk us
- OdooAsk us
How we work
We give you options with their pros and cons. You decide.
01
Review
We look at your systems, companies, chart of accounts, budget process and licences. You get a one-page roadmap with options.
02
Connection and model
We connect the data to Fabric and build the finance model.
03
Planning
We run one budget or forecast cycle together with your team.
04
Care and development
We keep the solution running and develop it further with you.
Let’s talk about your numbers
In the call we look at how your budget and monthly reports are made today, what Fabric would change and what a sensible next step would be.