Anchor BI builds Power BI dashboards and finance automation for owner-operated trades and service businesses — so you see profit, jobs, and cash in real time instead of waiting on spreadsheets.
Free 30-minute audit — we'll show you exactly where your reporting is costing you time and money. No obligation.
In August 2025, Microsoft retired the native QuickBooks Online connector for Power BI — with no replacement. Overnight, scheduled refreshes began failing and dashboards froze on stale numbers. Months later, many companies are still making decisions on reports that quietly stopped updating.
We rebuild the connection the right way: a direct, automated pipeline from QuickBooks Online into Power BI that runs on your systems, refreshes on your schedule, and doesn't depend on a connector someone else can retire.
And it's not just QuickBooks. The same approach works with whatever runs your business — Clio, NetSuite, SAP, and more — so your reporting never hinges on a single vendor's connector again.
Reconnect my dashboardsWe work with $1M–$10M contractors and service companies. Not generic consulting — dashboards and automation shaped around how your business actually operates.
P&L, job profitability, and technician performance in live dashboards — not last month's spreadsheet, three weeks late.
Automated data refresh, month-end close automation, and workflows that give your team back hundreds of hours a year.
Prebuilt dashboard templates get you live in weeks. Everything runs on your data, in your systems — no third-party lock-in.
A 30-minute look at your current reporting. We identify where time and money are leaking and what to fix first.
We connect your accounting and operations data and stand up dashboards built for how you run the business.
Data refreshes itself. Month-end gets faster. You get ongoing support and numbers you can trust every morning.
Book a free 30-minute data audit. We'll review your current setup and show you exactly where time and money are being lost — at no cost.
Book a Free Data Audit