CFO dashboards built around how afinance team actually works.
Cash flow, budget vs actual, forecasting, profitability, AR/AP — in one executive view, refreshing automatically from your ERP. Close month-end in days, not weeks.
Built specifically for finance leaders who are tired of being the slowest part of the executive team. Live cash position. Real budget variance analysis. 12-month rolling cash forecast. Board-ready PDF auto-generated. Built on Power BI.
Sound familiar?
- Month-end takes 5+ working days
- No real-time cash position
- Budget vs actual is a manual spreadsheet
- Forecasting is a guess, not data
- AR/AP visibility is fragmented
- Board pack is assembled by hand each month
What's included
- Cash flow dashboard (daily refresh)
- Budget vs actual with variance analysis
- 12-month rolling forecast view
- Profitability by product / region / customer
- AR/AP ageing dashboards
- Board-ready monthly PDF auto-generation
- Drill-down from KPI to underlying transaction
Professional Services Turnaround
A mid-market professional services firm (AUD $40M revenue) closed month-end in 8 days every month. After implementation, a 12-month rolling cash forecast replaced a quarterly static spreadsheet, transforming executive visibility.
Who this is for
Core Industries
Target Buyers
Timeline
From initial discovery to complete automated go-live.
Ready to discuss ?
Book a 30-minute conversation. We'll look at your current setup, discuss your goals, and outline what an engagement would look like — at no cost and no commitment.