Know how business is going today, not three weeks after the month ends.
The numbers are already there: in Xero, in the job system, in a spreadsheet someone updates on Fridays. We bring them together on one simple screen that’s up to date every morning, so your decisions stop waiting for the report.
Three ways late numbers cost you.
Someone exports from Xero, someone else pulls the job numbers, and the two get stitched together in a spreadsheet. By the time it lands, the month it describes is three weeks gone and nothing in it can be changed.
Both were right the day they were made. Then one got a new column and the other didn’t. Now every number has to be argued over before it can be used, and the argument takes longer than the decision.
Your instinct is usually right, and it’s what has kept the business going. Relying on it alone is also why a type of job that loses money can run for six months before anyone spots it.
Yesterday’s numbers, before your coffee.
- 01Xero, the job system, the spreadsheetThe numbers stay where they live today.
- 02Pulled together overnightNo downloading, no copying and pasting.
- 03Checked and matchedOne agreed version of every number.
- 04On one screen by 7 amJust the numbers that help you decide.
- 05You decide soonerWeeks earlier than the old report.
Try it with your own numbers.
Five hours a week building reports, at what a manager’s hour really costs, is a bit over $21,000 a year. And what you get is numbers that are already old when they arrive. The decision you put off for three weeks while you waited can easily cost more than the report did.
$475 a week, on one task. Time you could have back.
6 full working weeks of one person’s year, every year.
We listen, we build, then we check it’s really helping.
Before you book a call.
Do we need to buy some big, expensive data system first?
Most businesses your size don’t. If your numbers live in Xero and two or three other programs, we work straight from them and keep the running cost close to nothing. We’ll tell you if that ever changes, which usually only happens once you’re dealing with millions of records.
What will we actually look at the numbers in?
Usually Metabase, or Power BI if your team already lives in Microsoft (that one needs its own licence on top of Microsoft 365). A dashboard nobody opens isn’t worth a licence fee, so we pick the one your team will actually look at, not the one that looks best in a demo.
Our records are a bit of a mess. Is that a problem?
Not at all. Everyone’s are, and we’ve never opened a customer list that didn’t have three spellings of the same name. We tidy what matters for the numbers you want and leave the rest alone, because a full clean-up is a big job of its own and rarely pays for itself.
Who looks after it once it’s built?
You can, and we build it so that’s possible: every number explained in writing, every source named, nothing hidden in a formula only we understand. If you’d rather we looked after it, that’s a small monthly arrangement. What we won’t do is build something that quietly needs us forever.
Can I trust the numbers?
At the start, some will need fixing, so we check every screen against a report you already trust before anyone relies on it. Each number shows where it came from and when it last updated. If a source stops sending numbers, the screen says so, rather than passing off yesterday’s figure as today’s.
Tell us what you can’t see.
A sentence or two is plenty, in your own words. One of the team reads every message and calls you back within one business day.