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This is separate from our AAT-regulated accountancy work

Fileminder
Free SME Operational Diagnostic

Manual Reporting Time Estimator

Estimate how many hours your team spends each year updating spreadsheets by hand, and see which Power BI package fits, with a free 20-minute discovery call.

Free Quick Diagnostic

Data & Reporting Diagnostic: Find the Right Solution for Your Systems

Select the systems you run and manual hours spent to estimate time wasted and identify the right solution tier.

Select one or more systems.

Diagnostic Recommendation
Manual admin time consumed annually:Choose your weekly hours

We do not assume how long your team spends. Pick the closest option and the estimate appears.

Recommended Solution:

The recommended solution and its starting price appear once you choose your weekly hours and your main goal above. We do not propose a package before we know anything about you.

Book a Free Discovery Call

Free 20-minute discovery call · No obligation

01

Eliminate Spreadsheet Drag

Spending 8 to 15 hours each week copying data between spreadsheets consumes 400 to 750 leadership hours every year that could be spent closing sales.

02

Accountants & Analysts Combined

Built by a data team led by analysts with MSc degrees in Data Analytics working alongside ACCA-qualified accountants, ensuring your dashboard metrics reconcile with statutory books.

03

Your Data Stays Yours

Read-only access where possible, never your password, developed in your own Microsoft tenant, and we sign an NDA on request.

Confirmed Systems & Data Sources

We connect your accounting platforms, e-commerce stores, and spreadsheets into one model that refreshes automatically:

ExcelGoogle SheetsZohoOdooQuickBooksXeroSallaZidShopify

Frequently Asked Questions

Clear, direct answers regarding licensing, data security, and setup

How does the tool estimate the hours?

It multiplies the weekly hours your team spends compiling and reconciling reports by 50 working weeks. It does not estimate how many of those hours a Power BI dashboard would save: that depends on your systems and work, and is covered on the discovery call.

Do Power BI dashboards require additional software licences?

Building and viewing models locally in Power BI Desktop is free. Secure cloud sharing across your management team typically requires a monthly per-user licence paid directly to Microsoft.

How does Fileminder protect data security and confidentiality?

We adhere to strict published data policies: using read-only accounts wherever supported, never requesting client passwords, developing inside the client's own Microsoft tenant, and signing NDAs upon request.

Who builds and reconciles the financial dashboards?

Dashboards are built by a data team led by analysts with MSc degrees in Data Analytics, working alongside ACCA-qualified accountants to ensure dashboard metrics reconcile with statutory books.

Ready to Discuss a Dashboard for Your Business?

Book a free 20-minute discovery call with our data team to review your source systems and agree a clear written scope.

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