Build Your Own Custom Financials Dashboard
Unlock powerful insights with custom-built financial dashboards/CFO dashboards tailored to your needs. Transform your financial management process with data-driven strategies and transparent analytics designed to reduce expense and maintain margin.
How it works?
Achieve Full Transparency of Your Financials
Book a Meeting
We'll have a discovery call to understand your objectives, current pain points, and data environment.
Review Proposal
We'll provide a proposal within 48 hours of our discovery call based on what we learn.
Financial Clarity
We'll build an initial financials dashboard in 30 days or less. Then we'll continue to iterate until it's perfect for you.
Could you use a Financials Dashboard like this?
Benefits of Custom Financials Dashboard Include:
- Full transparency into your expenses & margin.
- Elimination of manual Excel reports.
- Integration with multiple systems (QuickBooks, NetSuite, etc.).
- Project future revenue and
plan cash flow.
- Personalized insights by GL, cost center, and department.
- Improved margins.
- Increased accountability of spend across functions.
- Scalable with your business.
Interested in what working with us is like? Watch the video of our client Anna sharing her experience working with us.
