Live management reporting, without the month-end spreadsheet.
We build management reporting for businesses whose numbers live in Xero, a CRM, a project tool and several spreadsheets. Everything is pulled into one place, so revenue, margin, cash, pipeline and utilisation are always current, and you can ask questions about them in plain English.
Dashboard
Year to date
Xero
HubSpot
Timesheets- Revenue YTD
- Syncing
- Gross margin
- Syncing
- Cash
- Syncing
Totals match Xero, checked 06:00 today- Manchester · 32 staff
- Leeds · 26 staff
- Sheffield · 22 staff
Where the time goes on management reporting.
Every month, that's about 14 hours back for your team.
| Step | By hand | With your own system |
|---|---|---|
| Exporting from Xero, the CRM and the project tool | 2h | |
| Cleaning and matching the data | 5h | |
| Building the spreadsheets and charts | 4h | |
| Checking the numbers | 2h | 30 min |
| Writing the commentary | 1h 30m | 20 min |
| Total | 14h 30m | 50 min |
What we build, around how your team already works.
Every source in one place
Xero, your CRM, project tool, payroll and spreadsheets, matched on the same clients and jobs.
Live dashboards
Revenue, margin, cash, pipeline and utilisation, updated as the numbers change.
Board pack in one click
The monthly pack is produced in your format, with commentary drafted for you to edit.
Ask in plain English
Ask Copilot or Claude which clients had the lowest margin last quarter, and get the answer with the numbers behind it.
Alerts
A warning when cash, margin or utilisation moves outside the range you set.
Traceable figures
Every figure links back to the records behind it.
Xero
QuickBooksHubSpot
SalesforceExcel
Power BI
Microsoft TeamsOff-the-shelf or built for you? How it compares.
| Compared on | Power BI, Fathom or Excel | Built by us |
|---|---|---|
| Fit | Built for thousands of businesses, so your team works around it | Built around how your team already works |
| Price | Per seat, so it goes up every time you hire | One flat monthly price, however many people use it |
| Your other tools | Only the integrations they've chosen to build | Connects to the tools you already use |
| Changes | Request a feature and hope it makes their roadmap | Tell us what you need, and something new ships every week |
| Set-up and upkeep | Your team's time, or a consultant you pay by the day | We do it, and it's included in the price |
| Ownership | You rent it for as long as you pay | Your business owns it |
Common questions, answered.
Do we need Power BI?
No. Dashboards are built into your system. If you already use Power BI, we can feed it clean data instead.
How do we know the numbers are right?
Each figure links to the records behind it, and totals are checked against Xero every day.
Can it include forecasts?
Yes. Cash and revenue forecasts can be built from your pipeline, contracts and costs.
How much does custom management reporting cost?
It's part of managed software: a senior developer, product manager, design, QA and ongoing fixes for a flat $6,000£4,500€5,300 a month, plus hosting at cost. There are no per-seat fees and no minimum term, and your first system is live within 30 days.
We also build the systems around it.
CRM
A custom CRM built around how you sell, with no per-seat fees.
See how it worksProject management
Project management software for service businesses, with budgets, time and invoices built in.
See how it worksInventory management
An inventory management system built around your stock, your suppliers and your margins.
See how it works
Tell us how your team handles management reporting today.
In 30 minutes, we'll work out where your team loses the most time and what we'd build first.
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