Virjee Consulting is a strategic partner to hundreds of service-based small businesses. Their clients expect fast answers, accurate numbers, and guidance they can trust.

But internally, the finance team was juggling spreadsheets, pulling exports from QuickBooks, and spending hours each quarter on repetitive manual work. Delays in accessing their own financial data made it harder to lead by example, and to serve clients at the level they aspired to.

So they made a clear decision: improve internal systems not just for efficiency, but to better show up for clients.

Partnering with Data Crafters, Virjee implemented Microsoft Fabric to become the single, centralized home for all QuickBooks data. 



Key improvements included: 

• Automated pipelines pulling QuickBooks data daily
• A governed data model used across reports and dashboards 
• Power BI dashboards providing instant insight into revenue, cash flow, and expenses
• Audit-ready control with version history and team-based access 

With these changes, the firm’s finance team no longer needed to check the numbers before every presentation, they could use them confidently, in real time.

With Microsoft Fabric in place, Virjee has more than modernized their reporting, they’ve freed up time and mental bandwidth to focus on client relationships.

They’re now exploring: 

• Forecasting models to guide cash planning
• Scenario modeling for more advisory conversations
• And using their own modern stack as a proof point for clients

Because for Virjee, internal clarity is the starting point of exceptional client service.
What makes this transformation especially powerful is its repeatability. Virjee’s use of Microsoft Fabric shows how small and mid-sized accounting firms can consolidate client data at scale, enabling better service, deeper advisory, and modern operational excellence.
For other CPA firms wondering how to deliver more value in less time, this is a working example: one platform, hundreds of clients, zero manual chaos.

Now that their data is centralized and automated, Virjee is beginning to shape the next generation of business intelligence, moving beyond dashboards into interactive, AI-driven experiences. The goal: build conversational agents that transform static reports into dynamic, dialogue-based decision-making tools.