Most small businesses have more data than they realise — sitting in their accounting software, spreadsheets, and scattered reports. We turn it into clear dashboards and insights that drive better decisions.
No clarity on which clients or products are actually profitable
Sample KPI dashboard
Monthly revenue
£42,800+12%
Gross margin
67.3%+2.1pp
Operating costs
£18,200-4%
Cash runway
8.4 months+0.6
Top client by margin
Client A81%
Illustrative — built from your actual business data
What we deliver
From raw data to clear decisions
Six analytical services — each designed to answer a specific question your business needs answered.
Financial dashboards
Custom live dashboards connected to your accounting system — revenue, margins, costs, and cash, always current.
Works with any accounting software
Revenue & margin tracking
Custom KPI selection
Mobile-friendly views
KPI & performance reporting
Monthly management reports that go beyond your P&L — showing what's driving performance and where to focus.
Monthly management accounts
KPI trend analysis
Plain-English commentary
Board-ready format
Cash flow modelling
13-week rolling forecasts and scenario models so you can anticipate problems before they arrive — not after.
13-week rolling forecast
Best / base / worst scenarios
Funding gap identification
Payment timing optimisation
Profitability analysis
Understand which clients, products, or revenue streams are genuinely profitable — and which are quietly draining margin.
Per-client profitability
Product & service margin analysis
Cost allocation review
Pricing strategy insights
Budget & forecast building
Annual budgets and rolling forecasts built from your historical data — giving you realistic targets to manage against.
Annual budget preparation
Rolling forecast updates
Variance analysis
Department or project budgets
Data strategy for SMEs
Not sure what data you should be collecting? We audit your current setup and map out a reporting structure that fits your size.
Current-state data audit
Tool selection & setup
Reporting structure design
Team training & handover
Accounting + analytics
Better together
When your accountant and your analytics partner are the same firm, the data is always accurate, the context is always right, and the advice is always joined up.
Your data is already organised
We categorise everything correctly for compliance — so dashboards build from data you can trust from day one.
Tax planning and forecasting in one conversation
When we know your cash flow position and your tax liability at the same time, the advice is fundamentally better.
One fee. One relationship. One point of contact.
No data discrepancies between your accountant and your reporting tool. No separate bills for each.
We work with your existing setup
We connect to the tools you already use — no disruptive migrations, no locked-in software.
Any cloud accounting software
We connect to whichever platform your business already runs on
Spreadsheets & manual data
We work with what you have, then help you move to something better when ready
Business intelligence tools
Power BI, Looker Studio, and custom dashboards — we build and maintain them
Multiple data sources
Sales platforms, CRMs, inventory systems — one coherent view
FAQ
Frequently asked questions
A P&L tells you what happened financially. Business analytics tells you why, and what to do about it. We pull together data from your accounting system, sales data, and other sources to give you a layered picture: which clients are most profitable, where costs are growing, what your cash position looks like over the next quarter. It is decision support, not just historical reporting.
Typically no. We connect to the tools you already use — Xero, QuickBooks, spreadsheets, CRMs. For dashboards, we use Power BI or Looker Studio, which have free tiers. If your business would benefit from a specific tool, we will tell you — but we will not recommend something unless it genuinely adds value for your size of business.
Most of our analytics clients are small businesses with turnover between £150k and £5m. They have real data and real questions, but no internal finance team to answer them. If you are making decisions about pricing, hiring, or investment on gut feel rather than numbers, analytics is for you.
Typically: a monthly report (PDF or live dashboard) covering your key metrics, a brief written commentary explaining what changed and why, and a quarterly call to review trends and discuss implications. We tailor the format to what you will actually use — some clients prefer a concise two-page summary, others want a live dashboard they can check daily.
It depends on scope — the number of data sources, complexity of reporting, and whether we are building from scratch or connecting to an existing setup. As an accountancy client, analytics work is available at preferential rates. We agree a fixed monthly fee before we start — no hourly billing, no surprises. Book a discovery call and we will give you a clear picture of cost and scope.
Yes. We work with Xero, QuickBooks, Sage, FreeAgent, and most cloud accounting platforms. If you are on spreadsheets, we can work with those too — and help you migrate to something more robust when that makes sense for your business.
Dashboard tools give you the interface. We give you the interpretation. Building a dashboard correctly takes time and expertise, and a dashboard without context is just data. We configure, maintain, and explain — so you spend your time making decisions, not wrangling data. And because we are also your accountant, the financial data we work from is always accurate.
Get started
Ready to understand your business better?
Book a free discovery call and we'll show you what's possible with the data you already have. No commitment, no jargon.
