Automated Financial Systems

Microsoft Fabric + Xero

Xero to Power BI Pipeline via Microsoft Fabric

Turned raw accounting data into actionable financial insights. Client was drowning in manual Xero exports, scattered Excel files, no visibility into overdue invoices, and spending hours on monthly reports.

What I Built

Production-grade data pipeline: Xero API → Microsoft Fabric → Delta Lake tables → Power BI dashboard. Automated daily refresh with OAuth 2.0 token management. Dashboard answers: How much are we owed? Who owes us the most? What's overdue? AR vs AP—are we cash positive? Which regions drive revenue?

Result

• Automated daily data refresh
• Real-time AR aging analysis
• Instant cash flow visibility
• One-click executive summary
• Manual reporting eliminated completely.

Microsoft Fabric Delta Lake Power BI Xero API OAuth 2.0 Python
Power BI

SaaS Financial Dashboard - 5 Days to 3 Hours

Fast-growing SaaS company spending 5 days every month manually consolidating financial data for board reporting. By the time reports were ready, data was already outdated.

What I Built

Automated Power BI dashboard showing P&L, cash flow, ARR, MRR, runway, and burn rate. One-click board reports with real-time data.

Result

Month-end close reduced from 5 days to 3 hours (80% time saved). Better visibility into spend decisions extended company runway by 12+ months.

Power BI DAX Data Modeling Financial Metrics
Excel VBA

Pricing Calculator for Manufacturing

Manufacturing company manually calculating quotes in a massive Excel file. 10+ hours per week on pricing, frequent errors, no version control.

What I Built

Automated VBA pricing tool with dynamic cost calculations, margin analysis, and instant PDF quote generation. Built-in validation to catch errors.

Result

Pricing time cut from 10 hours/week to 2 hours. Zero pricing errors. Sales team can generate quotes independently.

Excel VBA Advanced Formulas PDF Export

Public Sector Analytics

Power BI

City of Melbourne Waste Management Dashboard

City of Melbourne needed to track compliance across 25+ KPIs for waste management in CBD laneways. Manual Excel tracking made it impossible to see real-time status or identify problem areas.

What I Built

Interactive Power BI dashboard tracking 25+ KPIs across all CBD zones. Real-time alerts for compliance issues, drill-down by location and contractor, automated monthly reporting.

Result

Real-time visibility into laneway cleanliness. Compliance issues identified immediately instead of weeks later. Automated reporting saved 20+ hours per month.

Power BI DAX SQL Custom Visuals

Healthcare Analytics

Power BI + Python

Mental Health 911 Response Dashboard

Healthcare organization in Austin needed to track mental health crisis response times, resource allocation, and outcome metrics across the city. Data scattered across multiple systems.

What I Built

Integrated dashboard pulling from multiple data sources. Python scripts for data cleaning and transformation. Real-time tracking of response times, resource deployment, and patient outcomes by district.

Result

Leadership can now identify resource gaps immediately. Response time analysis by district helps allocate teams more effectively.

Power BI Python pandas Data Integration
Power BI

US Healthcare Data Analysis

Healthcare provider needed comprehensive analysis of patient demographics, service utilization, and operational metrics to improve care delivery and resource planning.

What I Built

Multi-dashboard system analyzing patient demographics, appointment patterns, resource utilization, and service quality metrics. Automated weekly and monthly executive reports.

Result

Identified service gaps in specific demographics. Optimized staff scheduling based on actual utilization patterns.

Power BI DAX Data Modeling

Supply Chain & Operations

Power BI

Supply Chain Visibility Dashboard

Manufacturing company had no visibility into inventory levels, supplier performance, or production bottlenecks. Everything lived in disconnected spreadsheets.

What I Built

Integrated dashboard showing real-time inventory, supplier delivery performance, production status, and quality metrics. Automated alerts for low stock and late deliveries.

Result

Reduced stockouts by identifying issues earlier. Improved supplier accountability through performance tracking.

Power BI SQL Data Integration

Advanced Integration & Automation

Microsoft Fabric + Python

Spotify API Data Pipeline

Personal project: Automate collection of my Spotify listening history for analysis. Wanted to build a production-grade data pipeline using Microsoft Fabric.

What I Built

Automated data pipeline using Microsoft Fabric, Python, and PySpark. Daily API calls to Spotify, data transformation and loading to lakehouse, automated OAuth token refresh.

Result

Fully automated pipeline runs daily. Demonstrated advanced skills in cloud data engineering and API integration for future client projects.

Microsoft Fabric Python PySpark Spotify API OAuth 2.0

Want Results Like These?

Let's talk about your data challenges and how I can help you scale.

Schedule a Call →