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Most businesses are not short of data. They are short of answers.

Your accounting system already holds everything needed to run the business properly. The problem is that it holds it in a form nobody reads, arriving six weeks late, in a report that answers a question nobody asked. Business intelligence is the work of turning that into a small number of figures you look at on purpose.

Live

The dashboard

One screen, pulling straight from your accounting system, showing where the business is right now. No spreadsheet to update and nobody to ask.

  • Connected to your cloud accounting, not rebuilt by hand
  • Cash, debtors, creditors and pipeline in one view
  • Trend against last month and last year
  • Viewable on a phone, because that is where you will actually look
  • Alerts when a figure crosses a line you set
What you getYou stop phoning the bookkeeper to ask what the cash position is.
Monthly

The management pack

The numbers with a person attached. A short pack that says what happened, why, and what we would do about it, delivered on a fixed date each month.

  • Results against budget, with the variances explained
  • The three things that moved, not forty pages of detail
  • Written commentary, not just tables
  • A standing thirty minutes to talk it through
  • Board and funder ready if you need it to be
What you getA monthly conversation about the business rather than a monthly filing exercise.
On demand

The deep dive

When something looks wrong and nobody can say why. We go into the detail and come back with the answer, in writing.

  • Why margin fell, line by line
  • Which clients or products actually make money
  • Where the cash went between two balance sheets
  • Whether that new hire or branch is paying for itself
  • Pricing and cost structure modelling
What you getAn answer to the question that has been bothering you for six months.

Six numbers, not sixty

The hard part of business intelligence is not the software, it is deciding what to measure. A distributor, a law firm and a manufacturer need entirely different figures. We pick yours with you and then leave the rest out.

Built on books we know are clean

A dashboard on bad data is worse than no dashboard, because now the wrong number carries authority. Because the same office does your processing, we know what the figures are standing on.

Beyond the financials

Debtor days, revenue per employee, customer concentration, quote to win rate, staff cost as a share of revenue. The measures that predict next quarter rather than describe last one.

No new system to learn

We work with what you already run, whether that is Xero, Sage, QuickBooks or Zoho. If a change genuinely would help we will say so, and we will say why.

Where it starts

The measures most owners
wish they had sooner.

Every business is different, but these come up again and again, and almost nobody is tracking them at the point they would have been most useful:

  • Gross margin by product, service line or client
  • Debtor days, and how they are trending
  • Share of revenue from your largest client
  • Revenue per employee
  • Staff cost as a percentage of revenue
  • The monthly break even point
  • Cash conversion cycle
  • Recurring versus once off revenue
  • Project or job profitability after all costs
  • Stock turn and dead stock
  • Quote to win rate
  • Cost of servicing your worst client

If more than three of those are numbers you could not produce this week, that is the conversation to have. It is free and it takes half an hour.

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In their words

What clients say.

Looking at last year's numbers to run this year's business?

There is a better way to do it, and it is cheaper than you think.

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