Financial Reporting & Dashboards

See the story behind every $—instantly.

We turn raw Xero / QuickBooks / Google-Sheet data into live dashboards that track cash, growth and profit in real time, so you can answer “How are we doing?” before anyone even asks.

From one-page flash reports to board-ready slide decks, we automate the data pulls, add variance commentary, and surface the KPIs that truly move the needle—Q-o-Q, Y-o-Y, and right now.

Illustration of KPI dashboard and financial reporting with graphs and charts

Essential Dash Pack

Perfect for : Solo founders & lean teams who need a clear pulse on cash

What's Included?

• 5 key dashboards: Cash-in vs Cash-out, Burn Rate, Margin, A/R ageing, Top Customers
• Automated daily refresh (Google Sheets + Data Studio)
• Monthly flash report PDF emailed to your inbox

Growth Dash Pack

Perfect for : SaaS & service firms scaling headcount & revenue

What's included ?

• Everything in Essentials plus:
• Revenue waterfall & Churn cohort charts
• Department spend vs budget with traffic-light alerts
• Rolling 13-week cash-flow forecast
• Slack / Teams alert bot for threshold breaches

Executive Dash Pack

Perfect for : Boards, investors & CFOs who want drill-downs & custom views

What's Included?

• Everything in Growth plus:
• Multi-entity, multi-currency consolidation
• Scenario toggles (best / base / worst) on key KPIs
• Investor deck slides auto-generated each month
• Secure data room & audit-trail archiving

What you get, at a glance

Team using financial dashboard to review cash flow and performance metrics

Why Choose Our Financial Dashboard & Reporting Services?

Single-source data pulls. We connect directly to Xero/QBO and your banks—no manual CSV drags, no version-itis.
Meaningful commentary baked in. We don’t just show variances; we flag why revenue is down Rs 2 M or margin up 3 pts.
Real-time refresh. Dashboards update hourly (or faster) so you never wait for end-of-day exports.
Custom, not cookie cutter. Need CAC/LTV, SQL-to-Win funnels or project GP? We build exactly what your model needs.
Secure & scalable. MFA log-ins, row-level access, SOC-2 cloud tools—ready for audits and due diligence.
No surprise invoices. Transparent fixed fees; upgrade or downgrade packs as your reporting needs evolve.

Ready to turn data into daylight?

Click “Schedule a Demo” and we’ll show you a live dashboard of your numbers—no strings, just clarity.

Schedule a Demo →

Consultant showing real-time financial metrics on laptop to client