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Practical guides on AI, Power BI, dashboards and integrations. Search for a topic or browse the latest articles.
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DigiData AI vs. ChatGPT or Claude: 7 differences
ChatGPT and Claude are generalists; DigiData AI is a specialist in your business numbers. Seven differences that decide whether you can rely on the answer.
Read articleKPI dashboard for SMBs: 12 examples with formulas
See 12 KPIs for a small business dashboard, each with a formula, source and action. Includes free sample data so you can build your own KPI dashboard.
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Connect Exact Online Power BI via OData
Connect Exact Online to Power BI with this OData setup guide. Choose your data, configure authentication and plan refreshes without writing API scripts.
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Operating budget template: a budgeted profit and loss with free Excel
Build a monthly operating budget with the free Excel template. With a worked example, every line item and how it differs from a cash flow forecast.
Read articlePower BI Desktop or Power BI Service: what do you do where?
Power BI Desktop builds, Power BI Service shares and refreshes. What you do where, when you need a gateway and how to use Power BI on a Mac, step by step.
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AI in construction: 6 uses for your own project data
How construction firms already use AI on hours, materials and invoices: tracking project margin, spotting overruns and asking questions from site.
Read articlePower BI licensing: which license do you need and what does it cost?
Free, Pro or Premium Per User? How Power BI licensing works for creators and viewers, what it costs per month and when you can share without a license.
Read articleAutomate job costing: margin per project without Excel
Automate job costing with connected hours, materials and invoices. See the gap between estimate and actuals for each project while it is still running.
Read articleHow to build a cash flow forecast from your accounting data
Build a 13-week cash flow forecast from open invoices, fixed costs and VAT. Includes a free Excel template, a worked example and common pitfalls.
Read articleAI for small businesses: 15 use cases on data you already have
Not sure where to start with AI? See 15 practical AI use cases for small and mid-sized businesses by department, based on data you already have.
Read article50 questions to ask your business data
Get more from data you already have. 50 practical questions for leadership, finance, projects, sales and HR, with the source you need for each answer.
Read articleData-driven work for small businesses: start with what you have
Become data-driven without a data team or warehouse. A step-by-step plan for small businesses to use existing data from accounting and other software.
Read articleImprove accounts receivable management with data and AI
Improve receivables management with DSO, an aging analysis and payment behavior per customer. See sooner who to call so your cash comes in faster.
Read articleChatGPT for business: what can it do with company data?
What can ChatGPT do with your company data, and what not? About pasting exports, business plans, data breaches, MCP connections and an AI agent on your data.
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How to Connect GA4 to Power BI: Worked Example and Data Model via OData
Connect GA4 to Power BI in six steps via OData, then calculate engagement rate with a worked DAX example. Covers report tables, data quality and refresh.
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Connect HubSpot CRM to Power BI via OData
Connect HubSpot to Power BI with an OData setup guide and sample deal measures. Learn which CRM tables are available and how to model your sales reports.
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AI ROI: build a business case you can measure
Build an AI business case with a clear baseline, full costs and measurable outcomes. Separate time saved from cash savings before approving a wider rollout.
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AI automation: which business processes should you start with?
Choose useful AI automation projects by comparing repetition, data access, review effort and business value. Start with a process your team can measure.
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AI for finance teams: accounting and variance analysis
Use AI in accounting for variance reviews and financial analysis. Define the data, check explanations and keep responsibility for accounting decisions clear.
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Implement AI in your business: a practical pilot plan
Implement AI with a focused pilot, verified data and clear acceptance criteria. Learn what to test before making AI analysis part of routine business work.
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Automate management reporting without losing control
What goes into a management report? A fixed structure with KPIs and a source per section, a free Excel example and how to automate the report reliably.
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Project controlling with AI: track costs and margins
Use project controlling to compare budgets, hours and expected margins. Learn where AI helps, which figures to check and when a project manager should act.
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Power BI costs: calculate the full cost of reporting
Calculate Power BI costs beyond licences. Compare maintenance, capacity, support and migration effort before deciding which reports to keep or replace.
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Reduce Power BI vendor lock-in with an exit checklist
Reduce Power BI vendor lock-in by checking data access, calculations, permissions and export paths. Test one report before committing to a broader change.
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Semantic layer: keep KPI definitions consistent across tools
Learn what a semantic layer does, how to document KPI definitions and which checks keep Power BI, dashboards and AI answers aligned as reporting changes.
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Power BI vs Excel: choose by reporting task
Compare Power BI and Excel for recurring reports, ad hoc analysis and planning. Keep data and definitions reusable when choosing how your team works.
Read articleAre calls from paid AI subscriptions used for model training?
A paid AI subscription does not automatically mean the same training policy. Compare personal and business ChatGPT and Claude products.
Read articleDoes your business data stay in the EU with ChatGPT, Claude and DigiData?
DigiData stores your business data in the EU. With ChatGPT and Claude it depends on your plan. What that means for your numbers and customer data.
Read articleHow to secure AI access to financial and project data
Letting AI loose on your business numbers without risk? Six practical measures for business owners, from read-only connections to instant revocation.
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Using Twinfield with Claude via a read-only MCP server
Let Claude analyse your Twinfield numbers without sharing exports or passwords. How to connect Twinfield to Claude securely and read-only, step by step.
Read articleConnect Exact Online to ChatGPT or Claude: step by step
Ask questions about your Exact Online data in ChatGPT or Claude. Connect in four read-only steps, with five starter questions and tips for checking the answers.
Read articleOData and MCP: what's the difference?
OData brings your data to Power BI and Excel, MCP brings it to ChatGPT and Claude. The difference in plain language, and when to choose which connection.
Read articleWhat is MCP? The Model Context Protocol and MCP servers explained
MCP (Model Context Protocol) connects AI such as ChatGPT and Claude to your software. What an MCP server is, how it works, local or remote, and if it is safe.
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Use retail data in Power BI
Use retail data in Power BI with DigiData. Combine store data, personnel planning, leave balances and weekly reports via OData and CSV.
Read articleCompare Twinfield integrations for OData, API, Excel, and AI
Compare Twinfield integrations through OData, CSV, a direct API, and MCP for AI. Choose the right approach for your financial reporting workflow.
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Link Robaws Power BI via OData
Connect Robaws to Power BI via DigiData. Build a Robaws data model with projects, quotes, articles, invoices, payments and personnel data.
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Connect Simplicate Power BI via OData
Connect Simplicate to Power BI via DigiData. Analyze organizations, contacts, projects, hours, invoices and custom fields with current OData tables.
Read articleTwinfield in Excel and Power Query via OData
Connect Twinfield to Power Query and Excel through OData. Learn how to load, transform, and refresh tables without recurring CSV exports.
Read articleWhat Is OData? The OData Feed Explained for Power BI
What is OData? Learn how the Open Data Protocol works, what an OData feed is and how to connect, refresh and troubleshoot one in Power BI.
Read articleCentralizing data for SMEs: step-by-step plan
Learn how SMBs centralize data from accounting, CRM, and project tools for Power BI dashboards without manual exports or separate spreadsheets.
Read articleConnect Twinfield to Power BI via OData
Connect Twinfield to Power BI through OData. Follow the steps for office selection, data modeling, and scheduled refresh in Power BI Service.
Read articleRather see it than read about it?
In a 30-minute demo we show what DigiData does with your data. 14-day free trial, no setup fees.
