Where Finance, Technology & BI Converge

Finance.
Analytics.
Automation.

We help businesses transform financial data into decisions — through Excel automation, Power BI, FP&A, Accounting Advisory and IFRS consulting.

0
Engagements delivered
0
Industries served
0
Avg. reporting time saved
Executive PerformanceKeenlyBI · Power BI
Revenue
$4.82M
▲ 12.4%
EBITDA
28.6%
▲ 3.1pp
DSO
41d
▼ 6 days
Revenue vs Forecast YTD
ActualForecast
Margin Mix
68%Gross margin
Tools & platforms we work across
What we do

Five disciplines, one integrated practice.

From spreadsheet automation to board-ready financial models, KeenlyBI unifies finance, accounting and analytics under a single, dependable advisory partner.

01

Excel Automation & Training

Turn fragile spreadsheets into reliable, automated systems — and upskill your team to maintain them.

  • Power Query & VBA / macro automation
  • Custom templates & interactive dashboards
  • Corporate Excel training programs
  • Advanced Excel solutions & complex formulas
  • Automated data cleaning & validation
  • Workbook audits, optimization & error-proofing
  • Reusable, documented template libraries
02

Power BI Solutions

Executive dashboards and a governed data model that gives leadership a single source of truth.

  • Executive & financial KPI dashboards
  • Data modeling & report optimization
  • Maintenance, training & support
  • Financial reporting dashboards
  • DAX measures & advanced calculations
  • Automated data refresh & gateways
  • Troubleshooting & performance tuning
03

Accounting & Reporting

Clean books, confident closes and management reporting you can take to the board.

  • Books cleanup & month/year-end close
  • Financial statements & MIS reporting
  • QuickBooks & Xero consulting
  • Management reporting packs
  • Bank, ledger & account reconciliations
  • Process improvement & internal controls
  • Year-end finalization & audit prep
04

FP&A & Financial Modelling

Three-statement models, budgets and forecasts that withstand investor scrutiny.

  • Budgeting, forecasting & cash flow
  • Scenario & sensitivity analysis
  • Board & investor reporting
  • Three-statement financial models
  • Business valuation support
  • Strategic planning & KPI design
  • Long-range & rolling forecasts
05

IFRS & Advisory

Compliance, policy and finance transformation guidance from people who've done it.

  • IFRS advisory & reporting compliance
  • Accounting policy & documentation
  • Internal controls & process optimization
  • Financial reporting compliance reviews
  • Finance transformation roadmaps
  • Business process optimization
  • Process documentation & SOPs

Not sure where to start?

Tell us your reporting headache. We'll map the fastest path to a measurable win — no obligation.

Book a Free Consultation
Solutions, not just services

Outcomes our clients buy.

Packaged solutions to the problems finance leaders actually lose sleep over — deployed fast, owned by your team.

CFO Suite

CFO Dashboard Solutions

One screen for revenue, margin, cash and KPIs — refreshed automatically, drill-down ready.

1source of truth for the leadership team
Reporting

Automated Management Reporting

Replace manual report packs with scheduled, error-free MIS that lands in inboxes on time.

90%less manual report prep
Planning

Budgeting & Forecasting

Driver-based models with scenarios, so you can answer "what if" in minutes, not weeks.

3-stmtintegrated planning model
Close

Month-End Close Automation

Streamlined workpapers, reconciliations and checklists that compress your close cycle.

5 daysfaster monthly close
Analytics

Business Performance Analytics

Profitability by product, customer and channel — surfaced where decisions get made.

360°view of unit economics
Bookkeeping

QuickBooks / Xero Reporting Packs

Branded, board-ready reporting packs built straight on top of your ledger.

Plug-into your existing books
Proof in the numbers

Measurable impact, every engagement.

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Average reporting time saved through automation
0
Dashboards, models & engagements delivered
0
Typical reduction in month-end close cycle
0
Industries across SMEs, startups & enterprises
How we work

A clear path from problem to handover.

A proven six-step engagement model that keeps you informed, in control and never dependent on a black box.

01

Discovery

We map your data, systems, reporting pains and the decisions you need to make faster.

02

Assessment

A clear diagnostic of gaps, risks and the highest-leverage opportunities to automate.

03

Solution Design

We architect the model, dashboard or process — agreed with you before a line is built.

04

Implementation

Build, test and validate against real data, with checkpoints at every milestone.

05

Training & Handover

Your team learns to own and extend the solution — documentation included.

06

Ongoing Support

Optional retained support for maintenance, troubleshooting and continuous improvement.

Selected work

Engagements with outcomes you can measure.

Representative projects across analytics, automation, accounting and modelling. Detailed case studies available on request.

Power BI

Power BI Dashboard Transformation

Consolidated 11 manual reports into one governed executive dashboard for a multi-entity services group.

−18h
Reporting time / month
1
Source of truth
11→1
Reports unified
Excel Automation

Excel Automation Project

Power Query + VBA pipeline replacing a 3-day manual commissions calculation for a retail client.

3d→3h
Process runtime
0
Manual errors
100%
Auditable trail
Accounting Cleanup

Accounting Cleanup Engagement

18 months of backlog reconciled and migrated to a clean Xero structure with documented controls.

18mo
Backlog cleared
100%
Reconciled
Audit
Ready books
Financial Model

Financial Model Development

Investor-ready three-statement model with scenarios that supported a successful funding round.

3-stmt
Integrated model
5yr
Forecast horizon
Raise
Closed
Why KeenlyBI

A rare blend of finance depth and technical skill.

Most firms give you an accountant or an analyst. KeenlyBI gives you both — advisors who speak the language of the boardroom and the data model.

Finance expertise

Qualified, practical finance and accounting knowledge applied to real business problems.

Data & analytics capability

Power BI, Power Query and modelling skills that turn raw ledgers into living insight.

Automation experience

We remove repetitive work so your team spends time on decisions, not data entry.

Business-focused solutions

Every deliverable maps to an outcome — time saved, risk reduced or a better decision made.

Personalized consulting

You work directly with senior advisors — no hand-offs to junior teams you never meet.

Confidentiality & controls

Your data is handled with strict confidentiality and documented, audit-ready controls.

Client voices

Trusted by finance leaders.

KeenlyBI rebuilt our reporting from the ground up. The board now gets one dashboard instead of ten spreadsheets — and I trust the numbers.

RMR. Mehta
CFO, Services Group

What took three days every month now runs in twenty minutes. The automation paid for itself within the first quarter.

SAS. Adeyemi
Finance Director, Retail

They cleaned up years of messy books and left us with documentation our auditors actually praised. Genuinely a trusted advisor.

LCL. Chen
Founder, SaaS Startup
Transparent pricing

Premium expertise, accessible pricing.

Clear, fixed "from" prices — up to 50% below typical agency rates. No bloated retainers, no surprises. Pay for the outcome, own the result.

Founding offer 20% off your first engagement — limited to our next 10 founding clients.
Essentials

One-off automation or a single dashboard — a fast, high-impact win.

from$299/ project
Typical delivery in 3–5 days
  • Custom Excel template or dashboard
  • One Power Query / VBA automation
  • Single-process build & clean-up
  • 1 revision round + handover guide
Start a project
Finance Partner

Ongoing finance, reporting & analytics support — your fractional team.

from$899/ month
Rolling monthly — cancel anytime
  • Automated management reporting packs
  • Month-end close support & reconciliations
  • Budget / forecast model upkeep
  • QuickBooks & Xero reporting
  • Priority support + quarterly reviews
Talk to an advisor

Need just one thing? À-la-carte services.

Fixed "from" pricing for individual engagements — scoped precisely after a free consultation.

Three-statement financial modelfrom $750 Accounting books cleanupfrom $349 Corporate Excel training (per day)from $499 IFRS advisoryfrom $600 Power BI audit & optimizationfrom $399 QuickBooks / Xero setupfrom $349

All prices in USD and indicative — final scope, milestones & pricing are confirmed in writing after your free consultation.

Answers

Frequently asked questions.

Everything from Power BI and Excel automation to IFRS, QuickBooks and how engagements run.

Still have a question?

Both. We design new executive and financial dashboards end-to-end, and we also audit, optimize and troubleshoot existing Power BI reports — including the underlying data model and refresh setup.

Usually, yes. We layer Power Query, structured tables and VBA/macros onto your current workbooks where sensible, and only rebuild where the existing file is too fragile to maintain.

A fully integrated three-statement model with assumptions, budgeting and forecasting, scenario and sensitivity analysis, and board/investor-ready outputs — documented so your team can drive it confidently.

Yes. We consult on both — from setup and cleanup to month-end close and custom reporting packs built directly on top of your ledger.

We provide IFRS advisory, financial reporting compliance, accounting policy development and process documentation, plus internal controls and finance transformation support.

Every engagement operates under strict confidentiality. We follow least-access principles, secure file handling, and document controls so your financial data stays protected and auditable.

Always. Training and handover are built into our process — including documentation and corporate Excel/Power BI training programs — so you're never dependent on a black box.

We work with SMEs, startups and growing enterprises — typically partnering with CFOs, finance directors, controllers, founders and operations leaders.

Most engagements are scoped to a fixed deliverable, with optional retained support afterwards. We agree scope, milestones and pricing up front after a free consultation — no surprises.

Discovery can usually begin within a week of your consultation. Quick automation wins often ship in days; larger dashboards and models run over a few weeks with clear milestones.

Get in touch

Book your free consultation.

Tell us about your reporting or finance challenge. We'll come back with a clear, no-obligation view of the fastest path to a measurable win.

Response time
Within 1 business day
Or schedule directly
Meeting booking — coming soon
Strict confidentiality No obligation Senior advisors only

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