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Kanbina

The Best AI Innovation in Finance 

Power BI Analytics

The Kanbina Power BI experience replaces disconnected, input heavy reporting and analysis with real time analytics on deep and wide dataset and gives users instant visibility over all processes. Explore the contrast below.

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The Daily Ordeal of Reporting and Analaysis â€‹

The Daily Ordeal 

Every morning, the finance team opens their ERP and shared drives to start assembling the same reports they built last week. The data is there—somewhere—but it’s scattered across ledgers, workflows, email trails, and static spreadsheets. There’s been progress: invoices were processed, journals were posted, reconciliations were completed—but none of it is visible in one place. The team can’t tell what was automated, what’s pending, or where the risks lie. So they start building reports from scratch.  

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The Reporting Sprint Begins 

They extract raw data from multiple systems: one report from the ERP, another from the approval tool, another from the bank portal. None of it lines up. They spend the morning cleaning the files, checking formulas, and trying to reconcile what should already match. There’s a last-minute request from the CFO: “Can you show me the automation rate across AP for Q2?” Someone else wants to know what’s stuck in suspense. Another team wants a breakdown of journal reversals by region. Nothing is ready. Everything takes time. They build graphs manually in excel, or feed date into siloed Power BI as a manual step. They paste screenshots into PowerPoint. They double-check numbers from three different sources—just to be sure. By the time the report is done, the data is already out of date. 

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The View Is Always Behind 

The biggest challenge? They’re not working with real-time insight. They’re working with a stitched-together view of what happened yesterday, last week, or at best—this morning. There’s no single source of truth. No drill-downs. No ability to spot a trend or flag an anomaly as it’s happening. It’s static reporting in a world that moves too fast. And Tomorrow, It Starts All Over Again. The team saves the file, closes the tabs, and resets for another round tomorrow. Another report to build. Another query to chase. Another decision to make—without full visibility. 

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The Four Points of Pure Pain 

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1. Scattered Data, Siloed Systems

Information lives across ERPs, emails, bank statements, and spreadsheets. There’s no unified view—just disconnected fragments that need stitching together by hand. 

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.2. Manual Reporting, Zero Agility

Building reports is slow, repetitive work. By the time they’re ready, they’re already outdated. Answering even simple questions takes hours. 

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3. No Real-Time Intelligence

Finance can’t see automation rates, processing speeds, or exception trends as they happen. There’s no visibility into the flow—only the outcome. 

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4. Strategic Blind Spots 

Without integrated analytics, decisions are based on static snapshots—not live insights. Finance leaders are flying blind, or relying on gut feel instead of data. 

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The Human Cost 

It’s not just inefficient—it’s draining. Analysts, controllers, and managers spend hours wrangling reports instead of interpreting them. They’re overworked, underpowered, and frustrated by tools that don’t keep pace with the business. They know there’s better insight buried in the data. But they can’t get to it fast enough. Not with this setup. Not without change. 

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The Embedded Power BI Experience in Kanbina â€‹

The Kanbina platform includes fully embedded Microsoft Power BI reporting—placing rich, interactive analytics directly on top of the data produced by Kanbina’s automation services. As Kanbina processes invoices, approvals, journals, reconciliations, credits, and cash allocations, the relevant data is captured in real time and passed into pre-built Power BI dashboards—automatically, with no need for manual extraction or additional tools. The dashboards are surfaced inside the Kanbina UI, allowing users to monitor automation levels, exceptions, process velocity, reconciliation status and who is doing what from the same place they manage daily finance operations. There’s no switching systems, no data wrangling, and no reporting lag.  Users simply click into the dashboard view, filter by business unit, supplier, region or transaction type, and drill into live data—down to the invoice record or reconciliation. Insights appear instantly, shaped around what the user is doing in the platform at that moment. 

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The service supports a wide range of real-world reporting needs, including: 

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  • AP automation by supplier, category, and entity 

  • Journal activity volumes, reversals, and processing speed 

  • Credit note resolution timelines and open balances 

  • Suspense account levels and reconciliation completion rates 

  • Approver bottlenecks and cycle time tracking 

  • Exception volumes and risk-based alerting 

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All dashboards are built using Power BI Desktop, published to Power BI Service, and embedded securely via Microsoft’s enterprise-grade Power BI platform. Where needed, Power BI Gateway is used to maintain secure data refresh from on-premise ERPs.  The result is end-to-end visibility—without the manual lift. Every finance process becomes measurable. Every number becomes traceable. Every decision becomes better informed. The process is simple, seamless, and deeply empowering. Users love how fast it is. Management loves the clarity. And the business runs smarter. 

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