Systems and automation

Finance Systems & Automation

Dashboards, reporting and automation built problem-first, with a person reviewing what matters. Built with Shikha.

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How the work gets done: Excel, Power BI, AI and workflow automation, used where they solve a finance problem.

Core · Excel · Power BI · AI

Business Intelligence

Excel automation, Power BI dashboards and AI workflow automation in one connected service. 20+ projects completed.

Blind spots: Visibility blind spots, at scale

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Also · Automation

AP, AR, Inventory & Cash Flow Automation

Whole-organisation finance automation, built so the numbers move without manual re-keying.

Blind spots: Cash and working capital blind spots

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Also · Automation

Bookkeeping Automation

Xero, QBO, Zoho, Tally: day-to-day bookkeeping set up and automated.

Blind spots: Process and control blind spots

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Optional Extension · Beyond Finance

Business Automation

An optional extension beyond finance: SOPs, workflow automation and process design across other functions.

Blind spots: Process blind spots, beyond finance

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Built by Shikha

Shikha Kutariyar Lohani, a Power BI developer and AI architect, builds the dashboards, SQL and Python reporting, Excel templates, AI workflows and SOPs. See her eight worked samples.

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Not Sure Which Service You Need?

Start with the free diagnostic — it tells you

Cash, inventory, costing or controls — the diagnostic ranks where your biggest visibility gap actually is, so you engage at the right layer, not the most expensive one.

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📄 Download the Company Profile (PDF) →

Delivered by a two-person team

Suraj diagnoses the financial problem: the blind spots, the rules and what the numbers must show. Shikha builds the data, Power BI, workflow and automation layer that makes the fix repeatable. Together: a working finance operating system, not a one-off report.

Meet Suraj and Shikha →  ·  Shikha’s services →

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