The whole business on one screen.
Ask an owner how a growing business is going. The answer is often: ask me again on Sunday. The numbers sit in five different logins. Collecting them takes a round of its own.
Where the numbers actually live
A mid-sized Australian business may run several good systems. The ledger sits in Xero or MYOB. Quotes and jobs go through simPRO or ServiceM8. Stock is counted in Cin7 or Unleashed. Shopify handles webshop sales. HubSpot holds the pipeline. Deputy holds the roster. A temporary spreadsheet may also remain in use for four years.
Knows the unpaid invoices.
Knows what was quoted and what was finished.
Knows what has stayed on the shelf since autumn.
Knows what might land next month.
Each system covers its own corner. We bring their figures together to answer one question: what needs my attention today? We can bring a CSV export and a report together. A connected dashboard assembles that view automatically.
One screen, ranked by what needs attention
A unified dashboard pulls live figures from each system. It ranks what deserves a decision. It usually looks something like this.
- Overdue debtors past 60 days3 accounts, oldest invoice 74 days $126,43071% of everything overdue
- Cash gap aheadweek 9, after the BAS and two supplier runs 9 weeks−$48,000 at the low point
- Finished jobs awaiting invoicing7 jobs, signed off between May and July $38,215oldest sat 63 days
- Stock that stopped moving114 lines stationary since March $54,780cash parked in cartons
- BuildCo Services$58,120
- Proline Electrical$46,870
- Urban Projects$21,440
Debtors, first. Two or three accounts can drift past 60 days among a hundred smaller late payers. Payment times stretch quietly. Next quarter’s cash stretches with them. Spotting the change early can prompt one phone call. Automated reminders have their own story.
Stock that stopped moving. A shelf of slow movers is cash parked in cartons. We bring the inventory system’s stock history into the daily view.
Cash, a quarter ahead. The forecast brings together invoices due in and bills due out. Wages and GST join the next thirteen weeks of cash movements. Week one leaves time for a bank conversation or a fortnight of firmer collections. The week the BAS falls due calls for urgent action.
The quiet leaks. Finished jobs await invoicing. Credit notes await follow-up. Separate systems can mean re-keying after dinner. These small amounts can add up to the margin.
The morning view assembles itself
The dashboard builds itself. A software connection to each system pulls numbers overnight or updates them live. It checks them and applies the same layout rules daily. That makes Tuesday comparable with Monday. We build the connections and bring the figures together.
We also build reporting on a legacy ERP that answers in 38 milliseconds. We also help companies ask plain-language questions about their own data across five reports.
One of ours
At Stas & K, a food manufacturer, losses used to become visible after the month-end count. Product margins now appear throughout the day. The full rebuild runs overnight in 16.6 minutes. The 2-3 hours a day previously spent assembling figures now go into pricing decisions. The calculation is its own piece of work.
The dashboard puts product margins in view throughout the day. The same person makes them, with the figures together on one screen.
One screen brings earlier decisions and fewer surprises.
We build this screen around your existing systems. Each stays in place. A fixed A$2,000 audit takes one to three days across them. You keep the costed plan either way. It identifies which block of work to automate first and its yearly cost. It also identifies an extra service your data could support and what it would earn. The first hour with both founders is included at zero cost.
Related reading: every manager gets their own report, ready every morning. Also read about connecting Xero to the systems you already run.
Which number would you put on that screen first?
Tell us the one number you are tired of chasing across systems, and we will tell you honestly what building that screen involves. The first meeting with the founders is on us: your systems and your questions, on one screen.
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