Unlock business insight with forecasting
tools and customisable dashboards
Raw data is only as valuable as the insights it delivers. With our tailored analytics and reporting services, your numbers start working for you. Visualise crucial metrics from your accounting system in one centralised place, streamline decision-making, and track your business’ performance in real-time.
Download our brochureWhether your current reporting system is robust or requires a rethink, our experts will enhance every stage of your analytics process. Our client approach:
Audit your setup to spot gaps, integrations opportunities, and reporting issues, fixing data at the source.
Transform findings into dashboards that turn your data into meaningful insights.
Implement processes that improve accuracy and efficiency through advanced report automation.
Our custom dashboards aren’t just designed to look good. They empower stakeholders to stay aligned on key business objectives.
Financial forecasting and reporting go beyond numbers—they deliver operational insights that influence behaviour and drive teams to hit key performance indicators. Clear, actionable data fosters a culture of accountability, smarter ways of working, improves collaboration, and ultimately boosts efficiency and profitability.
As independent finance professionals and technology experts, we ensure your financial systems are tailored to your business, not software vendors. Our reporting dashboards transform your data into actionable insights, paired with strategic financial guidance to drive long-term success.
View our solutionsWe may have a number of reports and certainly some ideas around the type of reports you would want based on other clients and the data we collect. But we would also as a minimum look to replicate what you already have. You can supply us with Management Accounts or Reporting packs and we will get to work. It is then an iterative process to keep evolving and unlocking new insights.
Nope, you can have as many reports as you like and this doesn’t affect your fee. Our fees when it comes to Analytics and Reporting will be based on the level of value we are providing.
Typically we will look at the technology piece first and what integrations are required. These would be built and tested as part of a project with an associated project fee. Once we are happy with the data and have generated accurate reports so all is working as intended, we will then look into and turn on any accounting automation if applicable.
Typically not. It is possible but often not recommended. The cloud is where we see all development and eventually where we believe everyone will be. So we look to use the opportunity to upgrade all systems and set you up for an optimised future.
As long as the data is available we can use it. We can create unlimited KPI’s so our only challenge is to get access to your data to add in any Non-Financial KPI’s you want to track. If available we will provide it..