A CFO-style dashboard in Power BI or Excel that turns your accounting data into live insight: revenue, costs, cash flow, profitability and working capital — with root-cause analysis behind every number.
Most SMEs have the data — buried in QuickBooks, Xero, Odoo, Sage 50, SAP or spreadsheets. We connect it, model it and turn it into a dashboard your management team checks every week, not a report nobody opens.
Revenue by product, customer, channel and region — growth trends, mix shifts and pipeline view.
Cost structure, fixed vs variable, cost per unit and leakage hot-spots with drill-down.
13-week cash view, inflows vs outflows, runway and scenario toggles for big decisions.
Margin by customer and product — see who actually makes you money, and who costs you.
DSO, DPO, inventory days and the cash conversion cycle — your hidden financing lever.
Not just what changed, but why — variance decomposition that points to actions, not blame.
Book an Expert Review — a no-obligation health check of your books, VAT position, reporting and cash flow visibility, with practical quick wins you can act on immediately.