Your whole business
on one screen
An owner's dashboard built on your real accounting data — unit economics, cash runway, margins and revenue, refreshed every month. No spreadsheets, no guesswork.
Tailored to your business · Updated monthly · First Bit / QuickBooks / Zoho / XeroThis is how it looks in use
This is a sample dataset — your dashboard reflects your numbers. Try switching the period.
Numbers you can actually run the business on
Not a raw accounting export — the metrics that drive decisions, assembled and refreshed for you.
Unit economics
CAC, LTV, contribution margin and payback — see whether each customer actually makes money.
Cash runway
How many months the business has at the current burn rate — gaps are visible before they hit.
Revenue & margin
Revenue and gross-margin trend month by month — growth and the quality of it in one chart.
Segment profitability
Profit by product, channel or region — where the money is, and where it leaks.
Always current
Data syncs monthly from your accounting — no manual spreadsheets to keep alive.
Early-warning alerts
Thresholds flag risks — deadlines, ageing receivables, margin slips — before they bite.
From data to a live dashboard in three steps
Connect your data
We plug into your accounting (First Bit, QuickBooks, Zoho, Xero) or build everything from our own bookkeeping.
We model the metrics
We define the KPIs that matter for your specific business and build the dashboard around them.
You watch it live
Log in any time; the data refreshes monthly with a short commentary from the team.
Common questions about the dashboard
Is this an off-the-shelf product or built for us?
It is tailored to your business — we define the metrics and segments that matter to you, rather than handing everyone the same template.
Where does the data come from?
From your accounting — First Bit, QuickBooks, Zoho Books or Xero. If we keep your books, the dashboard is built directly on them.
How often does it update?
Monthly, after the period close — more often on request. Every refresh comes with a short commentary.
Is it part of the service packages?
Yes — the dashboard is included in the Financial Partner package and available as an add-on to other plans. Get in touch to discuss.
See your business on one screen
We'll show a sample on your own numbers and set the dashboard up around your priorities.