Automated Financial Reporting & Dashboards
Stop spending days on month-end reports. We can build you an automated financial reporting system that consolidates your data sources and delivers real-time P&L, cash flow, and KPI dashboards.
What We Can Build For You
Complete financial visibility for your leadership team
P&L Dashboard
Real-time profit & loss with drill-downs by department, project, or cost center.
Cash Flow Tracking
Monitor cash position, receivables, payables, and runway projections.
Budget vs. Actual
Compare planned vs. actual spending with variance analysis.
Automated Reports
Scheduled PDF/Excel exports for board meetings and stakeholders.
How We Would Implement This
Source Mapping
We identify all your financial data sources: accounting software, banks, spreadsheets.
Data Pipeline
We build automated ETL to consolidate and reconcile data daily or in real-time.
Dashboard Design
We create CFO-ready dashboards with the metrics that matter to your business.
Automation
We set up scheduled refreshes, alerts, and automated report distribution.
This Solution Is Ideal If You...
- Spend days each month compiling financial reports manually
- Use multiple systems (QuickBooks, Xero, banks, spreadsheets)
- Need real-time visibility into cash position
- Report to investors or board members regularly
- Have a finance team of 1–10 people
Systems We Can Connect
Ready to Automate Your Financial Reporting?
Let's discuss your current reporting process and explore how we can save your finance team hours every month.
Get StartedBook your free diagnostic
30 minutes to understand your challenges and identify quick wins. We'll get back to you within 24 hours to schedule the call.
- Analysis of your data sources
- Identification of quick wins
- Concrete recommendations
- Audit → Deploy → Knowledge transfer
- Results within 30 days
- Team training included
We accept 2-3 new projects per month to ensure our quality of support.