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Automated financial reporting in Power BI

dental serum

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Dentalum was growing rapidly and needed a more efficient way to manage its internal financial reporting. We created an automated Power BI solution with daily data retrieval from Fortnox - complete with interactive income statement and permission-controlled access for each clinic.

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Dentalum is a Swedish dental care group that operates and develops dental clinics across the country. The company offers high-quality dental care, modern treatment methods and support to clinics to ensure both patient satisfaction and growth.

Sector

Health and medical care

Number of employees

25

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When Dentalum outgrew its manual reporting

Dentalum managed its financial reporting manually. It worked in the beginning, but as the company expanded with more clinics, the approach became too time-consuming and difficult to scale up.

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The need for an automated and scalable reporting flow

This growth created a clear need to replace manual procedures with a solution that could manage data efficiently - with real-time updates and the ability to track finances both centrally and by clinic.

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A Power BI solution with daily data collection and Fortnox integration

Rehngruppen developed an automated Power BI report that retrieves data daily from Fortnox via a customized data model. The report is visualized in Profitbase Financial Matrix and distributed via the DentalumLuppen app. Each clinic manager gets access to their own data through authorization control.

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An interactive report that provides insight, control and efficiency

Dentalum now has a modern and interactive reporting system that makes it easy to follow up on finances at all levels. Users can filter on companies, cost centers and periods, select key figures and export the income statement to Excel with one click. The result is a solution that saves time, provides better visibility and enables faster decisions - as the business continues to grow.

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