Your numbers on one page. Refreshed every month, checked before you see them.
KPI dashboards and Power BI reports built from your Xero or QuickBooks, refreshed by us each month after the books are reconciled. A dashboard is only as good as the ledger under it, so we keep both.
What a monthly dashboard looks like
Example dashboard for a fictional business, in AUD
Illustrative figures. Not a client's data.
Net profit by month, AUD thousands
Debtors by age, AUD
A one-off build, then small monthly support
One-page KPI dashboard
+ AUD 130USD 90 a month
HTML or Power BI, built from Xero or QuickBooks Online and refreshed monthly by us. Included in Finance Office.
3–5 page Power BI report
+ AUD 270USD 190 a month support
P&L trend, cash, debtor and creditor ageing, KPIs and budget vs actual, with automated refresh.
Multi-source data model
Support quotedSupport from USD 390 a month
Ledger, CRM, payroll and rostering data combined, for example NDIS service-line profitability. Quoted after a scoping call.
Changes and extra pages: AUD 80USD 55 an hour. You pay for your own Power BI licences and any data connector; hosting an HTML dashboard is included.
Accounting firms: any tier under your own brand at 25% off.