Financial clarity for small businesses
A monthly management dashboard that turns your messy accounts into plain-English insight. What you earned, what you spent, and what it actually means for the business.
The problem
Your accountant files your returns and tells you what happened last year. Your software shows raw data, errors and all. What you actually need is a clear view of right now.
Your accountant
Files your returns. Tells you what happened last year.
Your software
Shows raw data, errors and all. Faithfully.
Your spreadsheet
Breaks the moment someone changes a tab name.
What you need
One clear view. Updated monthly. No jargon.
How it works
A raw download from your accounting software: Xero, QuickBooks, or a spreadsheet. No login access needed, ever.
We catch the common errors: clearing accounts miscategorised as income, deposits counted as earnings, VAT muddled in. Your data gets mapped into a clean, consistent structure.
A live Excel dashboard you can return to any time, plus a written monthly summary explaining what the numbers mean. Trends, flags, and what to keep an eye on going forward.
Send the new export. We refresh everything. Thirty minutes of work becomes a view you'd have paid a bookkeeper hours for.
Pricing
A one-off setup fee covers the initial build. The monthly retainer keeps everything current. Prices below are starting points — we confirm your exact setup fee after a free 20-minute call once we've seen your data.
Starter
from £149
setup · then £39/month
Standard
from £249
setup · then £65/month
Group
from £449
setup · then £120/month
Setup fees are confirmed after a free intro call — straightforward accounts stay at the lower end, more complex ones may vary. Not sure which plan fits? Drop us a message. Setup fees waived for early clients.
See it in action
Not a screenshot. An interactive walkthrough of exactly what you get every month — the numbers, the charts, and the commentary that explains what they mean.