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Data Integration
Connect and consolidate ERP extracts, Excel schedules and mapping files.
Financial reporting automation
FINANCIAL REPORTING.
AUTOMATED.
From ERP extracts and Excel files to controlled, refreshable management reports.
Capabilities
WHAT I DO
The familiar reports finance teams need, supported by a controlled and reusable data foundation.
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Semantic Models
Build robust, reusable models for accurate and scalable financial reporting.
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DAX & M
Create expert measures and transformations that apply finance logic consistently.
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Power BI Reports
Deliver interactive analysis for faster understanding and better decisions.
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Custom PivotTables
Create calculated rows, columns and KPIs connected to Fabric semantic models.
A controlled monthly cycle
HOW IT WORKS
01 · CONNECT
Bring sources together
Collect ERP extracts, Excel-only schedules, budgets and mappings.
02 · CLEAN
Standardise the data
Remove repeated manual cleaning and apply consistent transformation rules.
03 · MODEL
Centralise finance logic
Build relationships, account mappings, measures and reconciliation controls.
04 · REFRESH
Publish the MIS
Refresh Excel and Power BI outputs without rebuilding formulas each month.
Excel stays familiar
Better machinery behind your MIS.
We replace fragile copy-paste, VLOOKUP and workbook-link processes with a governed semantic model—without forcing finance users to abandon Excel.
- Excel CUBE-formula reports
- Custom PivotTables with calculated rows
- Actual, budget and prior-period analysis
- Consistent calculations across Excel and Power BI
| Reporting line | Actual | Budget | Prior year | Variance |
|---|---|---|---|---|
| Revenue | 12,450 | 11,800 | 10,250 | 5.51% |
| Cost of goods sold | (7,150) | (6,950) | (6,100) | (2.88%) |
| Gross profit | 5,300 | 4,850 | 4,150 | 9.28% |
| Gross margin % | 42.6% | 41.1% | 40.5% | 1.5 pp |
| Operating expenses | (2,350) | (2,200) | (1,950) | (6.82%) |
| EBITDA | 2,950 | 2,650 | 2,200 | 11.32% |
Founder
ABOUT TREUREPORTS
Charu AmbekarFounder
Finance-led reporting automation for SMEs.
Finance understanding, engineered into every report.
I help finance teams transform repetitive, error-prone and person-dependent month-end reporting into controlled, refreshable and reliable reports using Microsoft Fabric, Power BI and Excel.
The goal is simple—save time, reduce manual effort and make reporting consistent and trustworthy.
Microsoft FabricPower BIDAXPower Query (M)ExcelPower PivotSemantic ModelsPivotTables
Make the next month-end easier.
Let’s discuss the repetitive work behind your current MIS.