Self-serve finance reporting, connected by design

How AP and finance teams get self-serve answers from Oracle Fusion through Power BI reports, no tech-team request needed.

Finance Reports

Every invoice, discount, and hold becomes part of one refreshable set of reports

Fabric · Live

Priya Nair |

AP Aging & Discount Capture

Q3 FY26 · North America Operations · Refreshed 2 min ago

Q3 FY26

North America

All Entities

USD

All Vendors

+ Add Filter

AP Outstanding

$14.82M

▲ 4.3% vs Q2

DPO (Days Payable)

38.2

▼ 2.1 days vs target

Discounts Captured

$186K

92% capture rate

On-Time Payment

94.6%

▲ 3.2 pts

AP Aging Trend, 6 Months

$ millions · rolling

Current 1–30 days 31–60 days 60+ days

Current Aging Breakdown

as of Jul 18

Current

$11.3M

1–30

$2.1M

31–60

$782K

61–90

$412K

90+

$228K

Top 5 Vendors by Outstanding AP

Össur Americas Inc.

62 open invoices · Net 45 · 2%/10 discount

$1,842,300

Ottobock Healthcare

48 open invoices · Net 30

$1,296,800

College Park Industries

31 open invoices · Net 60

$942,150

Fillauer LLC

27 open invoices · Net 45 · 1.5%/15 discount

$684,920

Endolite / Blatchford

19 open invoices · Net 30

$521,400

Governed by Microsoft Fabric · Sourced from Oracle Fusion · Row-level security enforced

refresh: 2m ago

The Problem · The Transformation

From tech-dependent reports to self-serve insight

Oracle Fusion, Microsoft Fabric, and Power BI connected as one governed data flow, finance runs its own reports, refreshes anytime.

Today · The Pain

Manual pulls

Silo'd data

Static exports

Tech-team wait

No self-serve

The Shift

Power BI

MS Fabric

Refreshable

Governed

Documented

Every invoice aged, every discount surfaced, every hold tracked in real time.

Self-Serve

Reporting

Real-Time

Refresh

Governed

Data Flow

Owned

End-to-End

The Solution · Finance Reports

Two self-serve reports for AP and finance

PrimeSoft built two Power BI reports connected to Oracle Fusion through Microsoft Fabric, aging & discounts, and holds, with documentation and a user guide.

Fabric · Live

Priya Nair |

Report Library, Finance & AP

14 published reports · self-serve · governed by Fabric

Published Reports 14

AP Aging Report

Weekly · 2 min ago

Discount Capture

Daily · 2 min ago

Live

Holds & Blocks

Real-time · 12s ago

Vendor Master

Weekly · 1 day ago

Cash Flow Forecast

Daily · 2 min ago

New

GL Trial Balance

Monthly · 3 days ago

Payment Run Log

Daily · 2 min ago

Discount Capture Report

Invoices eligible for early-pay discount · Jul 2026 · 148 rows

Discount > 1%

Not yet paid

Due < 15 days

+ Filter

Invoice · Vendor

Amount

Discount

If Paid By

Status

INV-88214

Össur Americas Inc.

$42,180

2.0% · $843

Jul 24

Eligible

INV-88301

Fillauer LLC

$18,940

1.5% · $284

Jul 22

Eligible

INV-88267

Endolite / Blatchford

$26,400

1.5% · $396

Jul 19

Approver Hold

INV-88144

Össur Americas Inc.

$56,720

2.0% · $1,134

Jul 26

Captured

INV-88075

College Park Industries

$31,290

1.0% · $313

Jul 15

Missed Window

INV-88452

Ottobock Healthcare

$74,860

1.5% · $1,123

Jul 28

Eligible

Oracle Fusion

Source of truth

→

Microsoft Fabric

Lakehouse · Warehouse

→

Power BI

Self-serve reports

Governance

AP Reports

Aging trends, on-time payment rates, overdue buckets, discount capture and gaps.

Testing

Architecture Doc

Data mapping and full architecture document delivered alongside the reports.

Attributes

Fabric Integration

Governed data flow from Oracle Fusion through Microsoft Fabric, lakehouse, warehouse, pipelines.

Audit

User Guide

Dashboard user guide enables the team to run and iterate reports independently.

Pricing Engine

Approval Rules

Test Simulator

Settlement Hub

See It In Action

Finance Reporting in 90 seconds

See the platform in action, approvals, pricing, and settlement walkthrough

How It Works

From tech-team requests to self-serve answers

The reports map the full AP workflow onto one refreshable flow, every invoice aged, every discount surfaced, every hold tracked.

01Onboard &
Control Access

02Evaluate the
Request

03Price &
Configure

04Disburse
& Use

05Repay or
Foreclose

06Settle &
Reconcile

Role-based access lets bank teams operate the pay-later product with the right permissions at every level.

A rule engine approves eligible loan requests in real time, up to a predetermined credit limit.

A pricing engine manages interest, fees, and waivers with configurable rules the bank controls.

Customers get an instant, interest-free credit line linked to UPI for shopping and bill payments.

Flexible EMIs and early-closure options, interest-free when repaid on time.

Settlement reconciles with core banking via the GL, with event-driven push and SMS alerts.

Onboard & Control Access

Role-based access lets bank teams operate the pay-later product with the right permissions at every level.

Evaluate the Request

A rule engine approves eligible loan requests in real time, up to a predetermined credit limit.

Price & Configure

A pricing engine manages interest, fees, and waivers with configurable rules the bank controls.

Disburse & Use

Customers get an instant, interest-free credit line linked to UPI for shopping and bill payments.

Repay or Foreclose

Flexible EMIs and early-closure options, interest-free when repaid on time.

Settle & Reconcile

Settlement reconciles with core banking via the GL, with event-driven push and SMS alerts.

Proven Business Impact

Delivered for a leading private-sector bank's pay-later product

Connected, instant, and owned end-to-end by the client.

Self-Serve

AP Reporting

Two Power BI reports finance runs and refreshes on their own, no tech-team dependency.

Governed

Data Flow

Oracle Fusion connected via Microsoft Fabric with full lineage and data mapping.

Documented

Architecture

Full architecture document and data mapping delivered with the reports.

Owned

End-to-End

Client owns the IP, data, reports, and the enablement guide.

Self-serve finance reporting, connected by design

Every invoice, discount, and hold becomes part of one refreshable set of reports

AP Aging & Discount Capture

From tech-dependent reports to self-serve insight

Two self-serve reports for AP and finance

Report Library, Finance & AP

AP Reports

Architecture Doc

Fabric Integration

User Guide

Pricing Engine

Approval Rules

Test Simulator

Settlement Hub

Finance Reporting in 90 seconds

From tech-team requests to self-serve answers

Delivered for a leading private-sector bank's pay-later product

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