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Business Intel

Turn your Business Data Into Decisions

Real-time dashboards and financial insights from our experienced business intelligence accountants.
If you’re still running your business from spreadsheets and gut-feel, we’ll help you change that — fast.

Get in touch

Ready to See Your Numbers Directly?

Book a Free Discovery Meeting Today!

  • 30-minute session (in-person or virtual)
  • We’ll review your current reports
  • Show you a tailored dashboard in Power BI

2 + 5 =

You know your numbers. But are they telling you the whole story?

You’re not sure where your profit is really coming from

Your team spends hours in spreadsheets

You have multiple apps, but no single source of truth

Your business is making a profit but you’re not seeing the cash

That’s where we come in

We’re chartered accountants who specialise in business intelligence.

We help businesses connect their financial and operational data into clean, visual dashboards — so they can
move from reaction to direction.

You’re not sure where your profit is really coming from

Your team spends hours in spreadsheets

You have multiple apps, but no single source of truth

Your business is making a profit but you’re not seeing the cash

That’s where we come in

We’re chartered accountants who specialise in business intelligence.

We help businesses connect their financial and operational data into clean, visual dashboards — so they can
move from reaction to direction.

Our Services – Data-Driven Accounting & Advisory

Service

What You Get

Business Impact

BI Dashboards

What You Get

Live visual reporting from Xero, MYOB, or other accounting software.

Business Impact

Instantly see your financial & operational performance

KPI & Profitability Tracking

What You Get

Custom metrics tied to your business goals

Business Impact

Know which clients, jobs, or products make you money

Forecasting & Scenario Modelling

What You Get

Cash flow projections with assumptions

Business Impact

Plan growth or reduce risk with clarity

Monthly Insights + Advisory

What You Get

Reports + 1:1 sessions

Business Impact

Actionable advice, not just numbers

Data Integration & Setup

What You Get

We connect your apps to Power BI or Excel

Business Impact

Save hours every month reconciling data

BI Dashboard Example

Why Choose Us?

Chartered Accountants + BI Specialists

Fast dashboard builds (7–14 days)

Customised KPIs and reporting frameworks

Fixed-fee packages — no bill shock

Brisbane-based, with local support

“You’ll finally understand your numbers — and what to do about them.”

Chartered Accountants + BI Specialists

Fast dashboard builds (7–14 days)

Customised KPIs and reporting frameworks

Fixed-fee packages — no bill shock

Brisbane-based, with local support

“You’ll finally understand your numbers — and what to do about them.”

Our Business Experts

Partner, Business Intel

Carolyn Cooper

Carolyn joined Roberts + Morrow in 2007 as our Chief Financial Officer... More +

Manager, Business Intel

Sean Boer

Sean is a Business Intel Manager who’s passionate about helping clients cut through the noise and see their business through a financial lens... More +

Supervisor, Business Intel

Ben Shi

Ben is a Brisbane-based Business Intel Supervisor who thrives on building strong relationships with business owners... More +