Power Vision BI

Business Data Portal & CRM

Your entire business, in one intelligent portal.

One platform that replaces a drawer full of spreadsheets, logins and tools.

The PowerVision BI portal connects directly to the systems you already run — your ERP, accounting, warehouse and e-commerce platforms — and turns that raw data into clear, interactive answers. Instead of waiting on the month-end report or chasing figures across systems, your team logs into one branded portal and sees the numbers that matter, live.

Everything your team needs to run on the numbers

— in one place

Custom Reports & Dashboards

Premium, interactive dashboards built specifically for your business — revenue, margin, top customers, salesperson performance, year-on-year and more. Fast, beautiful, and yours.

Live Data — Sub-second

We sync your ERP, warehouse and ecommerce data into a dedicated cloud warehouse, so reports that used to take minutes now load in under a second — with fresh data all day.

AI Data Agent

Ask questions in plain English — “Who were my top 5 customers last month?” — and get instant answers, tables and charts. No formulas, no report-writers, no waiting.

Built-in CRM

Track leads, accounts, a drag-and-drop sales pipeline, tasks and activity — with an AI assistant that flags deal risk, suggests next steps and drafts emails for you.

Smart Alerts

Get notified automatically when something needs attention — a KPI drops, stock runs low, or invoices go overdue — so you act on problems before they cost you.

Scheduled Reports

Have the reports you rely on delivered to your inbox on a schedule — daily, weekly or monthly — so the whole team starts the day with the same numbers.

Order & Data Lookup

Drill straight into the detail — look up any order, invoice or product and see its full history, quantities and value, without logging into the ERP.

Keep Your Power BI

Already invested in Power BI? Host those reports inside the same portal, so your team has one destination — old and new reports living side by side.

Custom-Built & Changeable

The portal is bespoke, not off-the-shelf. Every report, metric and workflow is built around how you work — and we adapt and extend it as your business changes.

Discuss Your Data Management Requirements

Ask a question. Move a deal. Done.

Every dashboard, designed around how your business runs.

Finance, sales, operations, e-commerce — we build the exact views you need, with the chart types that tell your story best. Here’s a live operations view; yours is shaped to your systems and KPIs.

Less time hunting for numbers. More time acting on them.

The portal pays for itself by removing the hidden costs you’ve stopped noticing — the manual report building, the spreadsheet chasing, the decisions delayed while everyone waits for data.

<1s

Report load time — down from minutes

1

Login for reports, data, AI & CRM

24/7

Live data on any device, anywhere

100%

Built around your business, not a template

The best of a BI tool, an AI assistant and a CRM — without stitching them together yourself.

Enterprise-grade security, by design.

Sign in with what you have

Log in with your existing Microsoft 365 or Google Workspace account — no extra passwords to manage, and access is tied to your company’s own accounts.

Your data stays yours

Every client is fully isolated. You only ever see your own organisation’s data, enforced on every request — cryptographically verified sign-in tokens, not guesswork.

Full audit trail

Every login and action is logged, so you always have a clear record of who accessed what and when — ready for governance and peace of mind.

Live in days, not months.

1. Connect

We securely connect to your ERP, accounting or e-commerce systems — read-only, no disruption to your operations.

2. Build

We design your branded portal and the dashboards that matter most to how you run the business.

3. invite

Your team signs in with their existing Microsoft or Google accounts — access set up in minutes.

4. grow

Turn on the AI agent, CRM, alerts and more as you need them. We manage and evolve it with you.

See your own data come to life.

Get in touch and we’ll show you a live portal built around real numbers — then map out exactly what yours could look like.