Real-time financial dashboard
Cash, receivables and costs up to date, not month-end.
I want this in my company →What it solves
- Consolidated executive view on one screen
- Due-date and anomaly alerts
- A much faster accounting close
Tailored to your business
This is a reference solution. We tailor it to your operation, your data and your process — and put it into production, in weeks.
Diagnosis → custom design → implementation in short deliveries → measurable result.
Your cash lives in the bank, your invoicing in another system and your costs in a spreadsheet someone updates when they can. The result: you know today's cash position by ringing round, and you discover your real margin when the accountant closes the month. By then the decision has already been made.
The Real-time financial dashboard connects to your system and shows cash, bank, receivables and margins up to date on a single screen. It alerts you when a due date is approaching or a figure falls outside the norm. And you reach month-end with the numbers already in front of you, not rebuilding them at the last minute.
Who it is for
For SMEs and groups with several companies, bank accounts or countries, where the managing director or finance director makes decisions on data that is weeks old. It fits if you already invoice through an ERP or management system and want to see cash, receivables and margin without waiting for the accountant's month-end close.
What it connects to
- ERP or management and invoicing system
- Accounting software or your accountant
- Online banking (statements and transactions)
- CRM (orders and customers)
- Excel / Google Sheets
- Email and WhatsApp for alerts
A typical case
A company that imports and distributes across several countries, with a separate company and bank in each. Every week the managing director asks admin for the cash balance, overdue receivables and the margin on recent sales. Admin takes days: exporting from the ERP, downloading statements, cross-checking in a spreadsheet and sending a PDF that arrives out of date. Meanwhile, suppliers get paid without knowing which receipts are due in, and sales go out without knowing the real cost of importing. With the dashboard connected to the ERP and the banks, the managing director opens one screen and sees cash by company, expected receipts, overdue invoices by customer and margin by product line. An alert fires when a customer goes past their terms or a cost spikes. It is the same approach we applied at IGT Motors, the founder's group, in its financial automation.
How it works
- 01
Diagnosis with real data: where cash, receivables and costs live, what is reconciled by hand and which figure you can't see when you need it.
- 02
Together we define the dashboard's indicators and success criteria, and choose the connection to suit your systems: API, scheduled export or agreed upload.
- 03
Short deliveries, in production: we connect ERP, bank and invoicing, set up the dashboard and alerts, and you see it running on your data.
- 04
Delivery to a fixed deadline, measured against the agreed criteria. Then a monthly fee: maintenance, new indicators and adjustments as your business changes.
Frequently asked questions
How do I get started?
You answer 5 questions on this website and we send you the proposal by email. Within 24-48 h it sets out your dashboard: which indicators, how it connects to your systems and the delivery timeframe. No meeting beforehand and no commitment.
What if my data is in Excel or my system has no API?
It still connects. First we try your system's API. If there isn't one, we schedule an automatic CSV or Excel export that the dashboard reads without anyone touching it. And if that isn't possible either, we agree a monthly manual upload in a fixed format. The dashboard starts with whatever route your systems allow today and the connection improves when you change systems.
Which indicators does the dashboard show?
The ones you need to make decisions, not the ones that fit a template. Typically: cash and bank balance by company, outstanding and overdue receivables by customer, forecast payments, margin by product or line, and variance against budget. They are defined with you at the start and adjusted under the monthly fee as the business changes.
How is it paid for, and what does the monthly fee include?
A fixed setup fee for building and connecting the dashboard, with a delivery date set in advance, followed by a monthly fee. The monthly fee covers keeping the connections working when the bank or ERP changes something, reviewing alerts, adding new indicators and improvements. We don't publish prices: every dashboard depends on your systems, and we set it out in the proposal.
Tell us your case and we’ll reply by email with the next steps. No cost, no commitment.
Reply by email within 24-48 h.