Turing BI
Data integration for reporting

Part of Bring your data together · delivered in Azure · Microsoft Fabric · Power BI · Zoho

Bring customer, sales and finance into one reporting view.

Know which invoices remain open and how customer activity connects to sales and receipts. We combine agreed CRM, finance, commerce and database sources for Power BI or Zoho Analytics, with documented matching rules, refresh checks and a handover your team can use.

See a reporting example
Illustrative example · fictional records

See the customer behind the open invoice.

A CRM customer, an invoice and two allocated receipts become one reporting view. These invented records show the checks we would agree; they are not a client result, a saving or a live integration.

One illustrative legal entity, GBP amounts on the same invoice basis and an agreed reporting cut-off. CRM-104 maps to finance customer ACC-208 through an approved identifier mapping.

Invoice INV-2048
£1,200
Allocated receipts: £600 + £300
£900
Outstanding on this invoice
£300

£1,200 − (£600 + £300) = £300 outstanding

  1. 01Match the customer

    Retain CRM-104 and ACC-208 with the approved mapping and legal entity. Flag unmatched records for review rather than joining on a similar customer name.

  2. 02Keep one invoice as one invoice

    Allocate both receipts to INV-2048 and total them at invoice level before combining the view. Verify that two payment records still leave one £1,200 invoice, rather than duplicating its value.

  3. 03Check the reporting result

    Compare the £300 balance with the finance source at the same cut-off. Test sampled records, currencies and a repeated refresh, then record the owner's acceptance.

Finance can review the open balance alongside the customer context and decide the next collection action. The reporting view supplies the evidence; any operational follow-up has its own agreed process.

Illustrative design only. The implementation scope defines the measures, source checks and sign-off required for your reporting.

01Your reporting result

A combined report needs more than a connection. Customer identifiers, invoice references, dates and currencies must retain their meaning as records move between systems. We agree those rules with the reporting owner and test the result against the sources before sign-off.

Outcomes

  • Review customer activity alongside invoicing and allocated receipts.
  • Compare sales and finance on agreed dates, entities and currencies.
  • See when reporting data was refreshed and who owns the next action.
  • Approve an integration scope with deliverables and acceptance checks.

Agreed source connections

Assess API, file or database access for the sources in scope. Build the extraction and transformation needed for the reporting destination, with permissions and ownership documented.

Customer and transaction matching

Map identifiers across systems, keep legal entities and currencies distinct, and record how unmatched or duplicate records are handled. Your team can trace a report row to its source.

Reconciliation before sign-off

Agree measures and comparison periods with the reporting owner. Check totals, sampled records and record counts so a join or refresh preserves the figures being reported.

Refresh and monitoring

Agree how current each report needs to be. Configure refresh schedules, failure alerts and restart checks, with a named owner and an escalation route for issues.

A warehouse where it earns its place

Compare direct reporting connections with a shared warehouse or lakehouse against data volume, retained history, reuse, access and running cost. The chosen architecture is written into the scope.

A handover your team can use

Deliver mappings, measure definitions, validation evidence and a runbook covering refresh, access and recovery. Ongoing support is agreed separately, with responsibilities and coverage defined.

Scope and price

Price the reporting work before you commission it.

The Trusted Numbers Review assesses the reporting questions, source access and current model. You get written findings and a priced implementation plan for the agreed scope.

Implementation is priced against the agreed sources, destination, retained history, refresh needs, matching rules and acceptance checks. Software, hosting and ongoing support are identified separately.

View published price bands
Your reporting project

Tell us what you need to see across your systems.

Send the sources and reporting question behind your project. We use your brief to assess the scope and delivery fit before agreeing the paid work.

UK-based remote delivery to the US, Australia and Benelux, with enquiries welcome from other countries. Meeting overlap, access arrangements and support coverage are agreed during scoping. Invoices are in GBP.

Discuss your reporting integration

Your brief starts a conversation. The scope, responsibilities and fixed fee are agreed in writing before work begins.

Decision and reporting need
Name the report, measure or decision you need to support, and the person who will approve the result.
Systems and access
List source and destination systems, entities, available API or export access and the history you need to retain.
Budget and currency
Include your budget and currency, and whether you want a review alone or review plus implementation.
Timing and refresh
Give the reporting deadline, desired refresh frequency and when access and source extracts will be available.
Country and delivery
Share your country, timezone, working language and requirements for where data is accessed or stored.

Sources for your reporting

Start with the systems your team uses.

These are sources to assess for your reporting scope. We check API, export or database access, permissions, available history and refresh needs before agreeing a connection. Each guide explains a source-specific reporting use case.

E-commerce & marketplaces

43 source systems listed

For a system outside this list, share its name and the reporting data you need. We assess available access and record feasibility before quoting the work.

02FAQ
What does a reporting integration project include?

The written scope names the sources, destination, history, refresh schedule, matching rules and reporting measures. Delivery includes the agreed pipelines and model, reconciliation evidence, monitoring configuration and handover. You approve the acceptance checks before implementation starts.

Do we need a data warehouse?

Direct connections can suit a focused reporting scope. A shared warehouse or lakehouse becomes relevant when retained history, data volume, reuse across reports or transformation needs justify it. We compare the options and expected running costs in the paid review before recommending an architecture.

How much does data integration cost?

Start with a scoped Trusted Numbers Review at £2,000–£4,000 GBP ex-VAT. It provides findings and a priced implementation plan. Build cost depends on the agreed sources, access, history, refresh needs and validation work; software and hosting costs are identified separately. The review fee is credited to an approved build within 90 days.

Can you work with a system that has no API?

We assess supported file exports or database access, including permissions, available history and how often data can be supplied. Feasibility and any manual steps are recorded before the implementation scope and fee are agreed.

Is this the same as workflow automation?

This service prepares data for reporting and business decisions: extracting, matching, validating and refreshing the records your BI tools use. Operational workflows such as creating invoices or sending reminders are a separate scope handled by Turing Automate.

Can you deliver outside the UK?

We offer UK-based remote delivery to the US, Australia and Benelux and welcome enquiries from other countries. Share your country, timezone, working language and data-location requirements so we can agree meeting overlap, access and support coverage. Invoices are in GBP.

04Guides

Data integration for reporting guides

Data Integration & Warehousing

The BI Maturity Model: Find Your Stage

Use a practical five-stage BI maturity model to score definitions, integration, controls, governance, adoption and change, then choose the next move.

3 Jul 2026 · 8 min read

Data Integration & Warehousing

BI Strategy for SMEs: How to Build One

A BI strategy for SMEs starts with the decisions, not the tools: audit your data, agree one source of truth, and roll out in stages you can afford.

3 Jul 2026 · 5 min read

Data Integration & Warehousing

Data Warehouse Cost for SMEs in 2026

Data warehouse cost for SMEs in 2026: what a cloud stack really costs, what drives the bill, when you actually need one and how to keep spend down.

12 May 2026 · 4 min read

Data Integration & Warehousing

ETL Tools for Small Business: Build vs Buy

ETL tools for small business: compare managed connectors, low-code and code-first options, weigh build versus buy, and see realistic 2026 costs.

7 May 2026 · 4 min read

Data Integration & Warehousing

The Modern Data Stack for SMEs: A Blueprint

The modern data stack for SMEs is three layers: ELT connectors, a cloud warehouse and a BI tool. The components, the order to build them and realistic costs.

2 May 2026 · 4 min read

Let's talk

Let's scope your data integration for reporting project.

Discuss your reporting integration

A fixed price agreed in writing before we start, and you own everything we hand over.