Financial analytics
Your accounting and sales data turned into clear reports on margin, cash and trends.
GradaxEuropean companyOrder outright
Founded 2014·Built and operated in Europe·1 to 6 weeks
About this service
Accounting software records what happened; it rarely shows why margins moved or where cash will be tight. We connect your accounting, sales and payroll data, build reports on profitability by product, customer and month, and set up cash and trend views in Power BI, Looker Studio or Excel. Interpretation for tax or investment decisions stays with your accountant.
Accounts tell you what, not why
Accounting software produces profit and loss statements, balance sheets and aged debtor reports. They show what happened, but rarely why margins changed or which products and customers drive profit.
Combining accounting data with sales and operational data reveals the why. Margin by product, customer, channel or location shows where money is really made and lost. Trends over months show seasonality and early warning signs.
One reconciled version of the numbers
Many businesses have several spreadsheets with different figures for the same thing. Sales reports one revenue number, finance another, and meetings are spent arguing about which is right instead of what to do.
We build a data model that reconciles to your accounts, with differences documented. Every metric has a written definition, so everyone uses the same numbers in the same way.
We are clear about boundaries. We build reporting from your data; we do not provide accounting, tax or investment advice. Interpretation for those decisions belongs with your accountant or financial adviser.
- Margin by product, customer and channel
- Monthly trends and seasonality
- Cash in and out against your forecast
- Metrics reconciled to your accounts
What you get
Everything below is in the price. Nothing here is an upgrade.
- Data audit across accounting and sales systems
- Data model reconciled to your accounts
- Financial dashboard in your chosen tool
- Definitions of every metric used
- Monthly refresh setup
What changes
- Margin visible by product, customer, channel or location
- Monthly trends and seasonality shown clearly
- Cash in and out tracked against your own forecast
- One reconciled source of figures instead of competing spreadsheets
How it runs
Audit
Where the numbers live and where they disagree.
Reconcile
Data model tied back to your accounts, so totals match.
Build
Views for margin, trends and cash, with clear definitions.
Refresh
Data updated automatically each month or week.
Compare the sizes
The standard price for each size. Extras are priced beside it, not hidden behind a call.
| Included | Profitability report€2901 to 2 weeks | Finance dashboard€5003 to 4 weeks | Management reporting€1,0505 to 6 weeks |
|---|---|---|---|
| One data source | Included | Included | Included |
| Margin analysis | Included | Included | Included |
| Excel or Sheets report | Included | Included | Included |
| Metric definitions | Included | Included | Included |
| Up to three data sources | Not included | Included | Included |
| Interactive dashboard | Not included | Included | Included |
| Monthly automatic refresh | Not included | Included | Included |
| Budget versus actual | Not included | Not included | Included |
| Cash view against your forecast | Not included | Not included | Included |
| Monthly board pack template | Not included | Not included | Included |
| Order | Select | Select | Select |
Add what you need
Choose the size
Add what you need
Your total€500
ContinueThe standard price, plus whatever you add. Confirmed in writing before anything starts; nothing is charged until you accept it.
Questions
Is this accounting or financial advice?
No. We build reports from your data. Decisions about tax, accounting treatment or investment belong with your accountant or financial adviser.
Will the figures match our accounts?
Yes. We reconcile to your accounts and document any differences, such as timing or categorisation.
Which tools do you work with?
Power BI, Looker Studio, Excel and Google Sheets, connected to Xero, QuickBooks, SmartBill, SAP and common e-commerce platforms.
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Order it
Standardised enough to order on its own. The price is confirmed in writing before anything starts.