Power BI · RPA · Automation — Bristol

See your numbers. Lose the busywork.

I build Power BI dashboards and small automations for solo traders and small business owners — so the numbers are easy to see, and the repetitive stuff runs itself.

Book a free call See example work
What I do

Three jobs, done properly

Power BI dashboards

Sales, jobs, stock, cash — pulled together automatically into a dashboard you can actually read, instead of rebuilt by hand every week.

RPA & automation

Data entry, chasing paperwork, moving information between systems — the boring, error-prone jobs, done by a small bot instead of by you.

InboxExtractUpdateDone

Reporting automation

The report you currently build by hand each week or month — set up once, then waiting for you without the evening it used to cost.

Example work

The kind of thing I build

Illustrative examples for now — real case studies go here as client work is completed.

A reporting dashboard showing weekly figures
Power BI

A live view of the numbers

Sales, jobs and cash in one dashboard, refreshed automatically instead of rebuilt every Monday.

Setting up the rules behind an automated workflow on a laptop
RPA

Data entry, automated

Details read from an inbox or a form and put straight into the system that needs them — no retyping.

Reporting

The Monday report, built overnight

The same figures, the same layout, generated on a schedule instead of copied together by hand.

How it works

Three steps, no surprises

01

Free call

Twenty minutes, phone or video. What's slow, what's manual, what you wish you could just see. If there's nothing worth automating, I'll say so.

02

Build

Fixed scope, agreed before I start. I build the dashboard or automation against what you already use — no migration required.

03

Handover

You get it, plus a walkthrough so you're not stuck if something changes. Ongoing support's available if you want it, cancel any time.

Two people mapping a process out on a whiteboard

Understanding how the work actually happens, before automating any of it.

Questions

The ones I get first

Do I need Power BI already set up?
No — I can get an account set up as part of the build if you don't already have one.
What access do you need to our systems?
Only what the dashboard or automation actually needs — nothing more — and it can be revoked at any time.
How long does a build take?
Most single dashboards or automations take one to three weeks, agreed upfront before I start.
We're only one or two people. Too small?
No — solo traders and small teams are exactly who this is for. You don't need an IT department to benefit from a clear dashboard or one less manual job.
Do we have to change our systems?
Almost never. This sits on top of what you already use — your accounts package, your job system, your spreadsheets.
Do you have to be local?
No. Bristol-based, happy to travel across the South West, but most of the work happens on a call regardless of where you are.
Start here

Tell me what's slow, or what you can't see clearly

Same working day reply.

WhoMarcus, Bristol