Challenge

When Manual Reporting Slowed Financial Insight
A growing investment advisory firm struggled with fragmented financial data spread across spreadsheets, email threads, and legacy accounting software. Generating month-end statements required hours of manual consolidation and cross-checking across departments.

Advisors and analysts lacked real-time visibility into client portfolios and performance metrics, often relying on ad hoc Excel extracts prepared by IT. Routine questions like “What’s our cash position today?” or “Which portfolio segment is underperforming?” required manual intervention and multiple systems to answer.

With the firm’s client base expanding rapidly, leadership recognized that manual reporting and disconnected systems were constraining growth, creating compliance risks, and limiting transparency with investors.

Solution

Integrated Odoo ERP with Power BI on Microsoft Azure
Wilco IT Solutions implemented a cloud-hosted Odoo ERP on Microsoft Azure, unifying accounting, asset tracking, and portfolio management under one secure system.

We developed Power BI dashboards that connected directly to Odoo’s data layer, enabling real-time financial analytics and visual performance tracking. Custom metrics were designed for net asset value, risk exposure, and transaction volume across multiple client accounts.

Secure user roles ensured that financial advisors accessed only relevant data while executives could monitor organization-wide KPIs in one view. Integration with Microsoft 365 simplified collaboration and automated report sharing.

Impact

From Manual Reports to Real-Time Intelligence

• Month-end reporting time dropped from three days to under one hour.
• Executives gained real-time visibility into investment performance and cash flow.
• IT reporting workload reduced by 70%, freeing analysts for strategic work.
• The firm achieved faster audit readiness and improved compliance transparency.