Examples
Finance dashboards, board packs and management accounts
See the dashboards that give founders cash clarity and finance functions a board-ready pack. Live, interactive examples of what we build for UK SME finance functions, from founder and CFO dashboards to management accounts, board packs and cash flow forecasts. Every example uses demo data and is fully interactive.
Built by an ACCA-qualified Finance Director with 20+ years in senior finance. We build on the tools and data you already use, with no migration.
The decision layer
Founder Dashboard
The one screen that answers the four questions every founder asks, in plain language: cash, runway, profitability, and the few actions that matter this week.
- Can we make payroll?
- Are we growing profitably?
- Where is cash leaking?
- What should we do this week?
The working layer
CFO Dashboard
The finance function's board pack in one place: management accounts, budget vs actual variance, profitability, exceptions and risk, and scenario levers to model what-ifs.
- Management accounts
- Board pack
- Budget vs actual variance
- Scenario planning
More examples
Interactive assistants across close, reporting, payables and cash. Click through the live versions, each one is fully interactive.
Board dashboard & reporting pack
An interactive month-end board pack: KPIs, revenue vs budget, cash balance and a reporting-mix donut, with a month selector.
Open example13-week cash flow forecast
A rolling 13-week cash forecast with Base, Downside and Upside scenarios, showing headroom against the overdraft facility.
Open exampleBudget & reforecast model
A full-year budget and reforecast model with driver sliders and Cautious, Base and Ambitious presets that recompute live.
Open exampleAP & invoice automation
Invoice capture with PO and goods matching, approval routing, and an exceptions dashboard with human review.
Open exampleDaily cash email
Yesterday's cash position, proactive alerts, a 120-day trend, and a buffer-floor slider.
Open exampleLate-payer predictor
A top-5 chase list with explainable risk scores and CSV export, to get ahead of late payments.
Open exampleMonth-end close tracker
Tasks, owners and status with a forecast close date that recomputes as tasks are marked done.
Open exampleFinancial analysis
Variance vs budget with drafted commentary and a question panel that answers with figure citations.
Open exampleBank reconciliation
Auto-matching with an exceptions queue and suggested actions for the items that need a human.
Open exampleBoard report generator
A KPI summary with an editable, AI-drafted board narrative you can review and export.
Open exampleSee what this looks like for your finance function
Book a free Diagnostic Review and we'll show you where AI and automation can save your finance function the most time and cost.