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ETL · Data automation and transformation

A single version of the truth.

We unify information from different sources into clean, reliable data that is useful for running the business.

We automate data extraction, transformation and loading so you get up-to-date reports, dynamic dashboards and management control without hours of manual work.

What is ETL? Explained without the jargon

ETL stands for Extract, Transform and Load. In practice:

  • Extract: we take data from where it already lives (the ERP or CRM, banks, POS systems, Excel spreadsheets, production or HR).
  • Transform: we clean, combine and organise it using consistent rules, so all the figures reconcile.
  • Load: we bring it into a single model that produces reports and dashboards which update automatically.

The result is a single version of the truth: everyone in the company sees the same figures, without copying and pasting in Excel.

When it makes sense

When preparing reports costs more than analysing them.

  • Hours spent manually copying data into Excel
  • Different figures depending on who prepares the report
  • Information spread across several systems
  • Slow, error-prone closes
  • You want reports that update themselves
Typical sources

We connect what you already use.

  • ERP/CRM
  • Banks
  • POS
  • Excel
  • Production
  • HR

Our tools: Power Query and Power BI

We build processes with Power Query and dashboards with Power BI, Microsoft’s data analysis tools, which we use internally. The model is designed around financial control: calendars and periods, a star schema, mapping to the income statement and balance sheet, and data cleansing rules.

You do not need to install anything or pay for licences: you receive ready-to-use reports and dashboards in PDF or Excel, or we present them at a monthly meeting, as agreed at the start.

A typical example: a company with an ERP for invoicing, several banks and a production spreadsheet. With ETL, sales, margins by business line, cash flow and production efficiency update automatically in the dashboard, without anyone having to prepare the report by hand.

Model design

A model built for financial control.

  • Calendar and periods
  • Dim/fact tables, star schema
  • PL/BS mapping and business codes
  • Cleansing and aggregation rules
  • Traceability and change control
Implementation

From definition to daily use.

  1. 01

    Analysis of sources and needs

  2. 02

    Data model design

  3. 03

    Power Query / Power BI build

  4. 04

    Validation of the figures with the client and adjustments

  5. 05

    Launch and presentation of the reports

Quality and security

Data you can trust.

  • Reconciliations
  • Error log
  • Role-based permissions
  • Backups and version control.
  • Full documentation: data dictionary and operating manual (runbook).
Deliverables and benefits

Fewer manual hours, better decisions.

  • Documented ETL flows and dataset
  • Data dictionary and runbook
  • Report and KPIs templates
  • 30 days post go-live support
  • Fewer errors and faster closes
  • Real-time strategic control

Frequently asked questions

In most cases, yes: we connect directly to the system or to the exports it produces. During the initial analysis, we review your sources and confirm how they will be integrated.

No. Power BI is our internal working tool. You receive ready-to-use reports and dashboards in PDF or Excel, or at a monthly meeting, whichever you prefer, and we keep them up to date.

It depends on the number of sources and the complexity of the model. We follow four steps: analysis and architecture, development, validation of the figures with you and launch. The service includes 30 days of support after launch.

The model is documented and designed to grow: a new source can be added without rebuilding the entire system.

We provide a tailored quote based on the number of sources, data volume and reports required. The first consultation is free.

Organise your data to decide better.

Tell us which sources you use today and we’ll propose how to unify them.