You will get Automated Financial Dashboards | QuickBooks Online + Power BI Specialist
Top Rated
Project details
Are you looking for a powerful, automated financial dashboard that connects directly to QuickBooks Online and gives you real-time insights into your business performance?
As a Power BI expert, I specialize in seamlessly integrating QuickBooks Online with Power BI to deliver interactive, dynamic, and visually impactful dashboards. I’ll help you track key financial metrics like Revenue, Expenses, Net Profit, Payroll %, COGS, AR/AP Aging, Budget vs. Actual, and more — all in one place.
Whether you're a small business owner, CFO, or accountant, I’ll build a custom financial reporting solution tailored to your business needs, saving you hours of manual reporting every month.
✔Financial Reporting & Analysis:
Producing detailed financial reports, conducting variance analysis, and generating forecasts to guide strategic decision-making.
Budgeting & Forecasting: Crafting accurate budgets and forecasts, enabling businesses to plan effectively and manage resources efficiently.
Let me turn your raw QBO data into actionable insights you can trust.
As a Power BI expert, I specialize in seamlessly integrating QuickBooks Online with Power BI to deliver interactive, dynamic, and visually impactful dashboards. I’ll help you track key financial metrics like Revenue, Expenses, Net Profit, Payroll %, COGS, AR/AP Aging, Budget vs. Actual, and more — all in one place.
Whether you're a small business owner, CFO, or accountant, I’ll build a custom financial reporting solution tailored to your business needs, saving you hours of manual reporting every month.
✔Financial Reporting & Analysis:
Producing detailed financial reports, conducting variance analysis, and generating forecasts to guide strategic decision-making.
Budgeting & Forecasting: Crafting accurate budgets and forecasts, enabling businesses to plan effectively and manage resources efficiently.
Let me turn your raw QBO data into actionable insights you can trust.
Data Tool
Microsoft Power BIWhat's included
| Service Tiers |
Starter
$60
|
Standard
$100
|
Advanced
$200
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 9 days |
Number of Revisions | 0 | 1 | 2 |
Number of Graphs/Charts | 3 | 5 | 20 |
Number of Variations | 0 | 1 | 2 |
Data Source Connectivity | |||
Web Embedding | |||
Interactive/Animated Visuals |
8 reviews
(7)
(0)
(1)
(0)
(0)
This project doesn't have any reviews.
SH
SYED H.
Dec 9, 2025
Developing Income statement and Balance Sheet PBI from BC
Thanks, Atif, very friendly and helpful.
SH
SYED H.
Dec 9, 2025
Combined IS and BS
AA
Anurag A.
Sep 29, 2025
Power BI
Brilliantly done, highly recommended
TB
T L B.
Sep 7, 2025
Excel Data Analyst Needed for Demographic Insights Project
MB
Manuela B.
Sep 5, 2025
PBI Continue
About Atif
Power BI Developer | QBO & Xero BI Dashboards | SQL, Python & API
100%
Job Success
Lahore, Pakistan - 12:41 pm local time
✅ 100% Job Success Score
🚀 Enterprise-Grade Live Production Deployments
🛠️ BI Architect: SQL | Python | Power BI | API Expert
I automate financial intelligence for SMBs by engineering direct QuickBooks Online & Xero to Power BI pipelines via OAuth 2.0. My systems eliminate manual exports, saving clients hundreds of hours while providing live, executive-ready P&L, Cash Flow, and KPI dashboards.
"Exceptional work, very highly recommended. He was able to complete complex power BI dashboards in minutes. Very easy to talk to and bring great ideas to the table. 10/10 from me." — Upwork Client (Feedback on a dashboard design project)
𝗦𝘁𝗼𝗽 𝗘𝘅𝗽𝗼𝗿𝘁𝗶𝗻𝗴. 𝗦𝘁𝗮𝗿𝘁 𝗗𝗲𝗰𝗶𝗱𝗶𝗻𝗴.
Most companies are drowning in data but starving for insights. I bridge that gap. As a Business Intelligence Engineer, I transform fragmented, "noisy" data into automated, executive-ready Power BI ecosystems.
I don't just build dashboards; I engineer decision-making assets that eliminate manual spreadsheet work and reveal the "why" behind your numbers.
⭐ 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝘁𝘆: 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲 → 𝗣𝗼𝘄𝗲𝗿 𝗕𝗜:
I run a productized financial analytics system for SMBs on QuickBooks Online — currently powering 13 live US-based client deployments. Direct QBO OAuth 2.0 connection, custom semantic model built around your chart of accounts and reporting calendar, and a full P&L, balance sheet, cash flow, and KPI layer with YoY, SPLY, and budget-vs-actual built in. Your data never leaves your environment — unlike Fathom or Spotlight. Ideal for restaurants, agencies, e-commerce, and multi-entity SMBs that have outgrown native QBO reporting.
💡 𝗧𝘄𝗼 𝗣𝗶𝗹𝗹𝗮𝗿𝘀 𝗼𝗳 𝗦𝗲𝗿𝘃𝗶𝗰𝗲
𝟭. 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 𝗔𝗻𝗱 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 (𝗧𝗵𝗲 "𝗕𝗿𝗮𝗶𝗻")
Before a chart looks good, the data must be bulletproof. I handle the "plumbing" to ensure your metrics are accurate, reconciled, and live.
• Automated Data Pipelines: Using SQL and Python to extract data from APIs and cloud databases, replacing hours of manual "cleanup" with 1-click refreshes.
• Complex Modeling: Designing Star Schemas and advanced DAX measures that remain fast and reliable even with millions of rows.
• Insight Discovery: Moving beyond "what happened" to "what’s next" through trend analysis, forecasting, and variance tracking.
𝟮. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗗𝗮𝘁𝗮 𝗩𝗶𝘀𝘂𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 (𝗧𝗵𝗲 "𝗜𝗻𝘁𝗲𝗿𝗳𝗮𝗰𝗲")
A dashboard is only as good as the action it inspires. I design high-density Power BI suites focused on User Experience (UX) and Executive Clarity.
• C-Suite Ready UI: Clean, grid-based layouts that give stakeholders a full pulse-check of the business in under 10 seconds.
• Interactive Storytelling: Advanced use of drill-throughs, bookmarks, and "Traffic Light" alerts to pinpoint exactly where the business needs attention.
• Unified Truth: Consolidating data from Retail, Healthcare, or Logistics systems into a single, cohesive view.
⚙️ 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗦𝘁𝗮𝗰𝗸
• BI And Viz: Power BI (Desktop/Service), Excel Power Pivot/Query.
• Engineering: SQL (PostgreSQL, MySQL, SQL Server), Python, API Integrations.
• Analytics: DAX, Financial Modeling, Predictive Trend Analysis.
• Domain Expertise: Retail, Healthcare, Logistics, and Professional Services.
🏆 𝗣𝗿𝗼𝘃𝗲𝗻 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝗺𝗽𝗮𝗰𝘁
• Retail: Identified $100k+ in stagnant inventory through automated trend modeling.
• Healthcare: Unified disparate EHR and financial data to automate complex month-end reporting.
• Logistics: Created real-time performance trackers that optimized cost-per-mile across 10+ regions.
Ready to turn your data into your most valuable employee?
Click the "Invite" button, and let’s discuss how we can automate your insights today.
Availability: US business hours (PST/EST)
Steps for completing your project
After purchasing the project, send requirements so Atif can start the project.
Delivery time starts when Atif receives requirements from you.
Atif works on your project following the steps below.
Revisions may occur after the delivery date.
I’ll review all provided data sources, KPIs, and business needs
Connect to your data source (e.g., QuickBooks Online, Excel, Google Sheets) and import the required data into Power BI. Create a visually appealing and interactive dashboard based on your business goals and KPIs.