€1,800
support €200/mo
- 2 data sources
- Cash on accounts
- Cash flow
Today
Five apps, five formats. Compiled by hand — if hands get to it.
What we do
We pull the data, bring it to one shape and do the maths.
Every morning
One screen with the answers. Refreshes itself.
Figures are illustrative. Your dashboard is built around your own numbers.
What it answers
Six owner questions.And where the answer lives
“How much cash do we actually have?”
Balances across every account on one screen
“Are we profitable?”
Accrual-based P&L that reconciles with your books
“Who do we owe and when?”
Payables by week plus a payment register to sign off
“Who owes us?”
Receivables by counterparty and age
“Which project made money, which ate it?”
Profitability per project and per line of work
“Missed a payment and got charged late fees”
Due-date reminders and a cash gap warning
Your tools stay where they are
We read from what you already run. Nobody is migrating your accounting or your CRM.
The dashboard never writes to your books
It reads and displays. Every correction still happens where it always did — by your hand, under your control.
Figures reconcile, not approximate
Our own dashboard matches the accounting report to the cent. Same principle goes into yours.
How we know this
We built this dashboardand we use it ourselves
It was built for a manufacturing company whose finances we run: payments, reconciliations, month-end close, owner reporting. It runs every day, refreshes in the morning, and the profit report reconciles with the books to the cent.
We cannot show the interface with real figures — that is the company's data. We can show a demo on sample numbers: the interface is the same.
- Cash on accounts, with the balance on each one
- Accrual profit by month, broken down by line
- Receivables by week: overdue, this week, later
- Payment approval with a register to sign off
- Cash movement by type of activity
- Profitability per project
What we connect to
You do not have to replacewhat already works
We connect to the tools you already run. Below is what we wire up as a matter of course.
CRM
- Bitrix24
- Kommo (formerly amoCRM)
- HubSpot
- Pipedrive
- Zoho CRM
- GoHighLevel
- monday.com
Industry systems
Dental, legal, field service, salons
- Open Dental
- Clio
- PracticePanther
- MyCase
- Jobber
- Housecall Pro
- Shopmonkey
- Vagaro
- Mindbody
Booking and calendars
- Google Calendar
- Calendly
- Acuity Scheduling
- Square Appointments
Messengers
- WhatsApp Business Platform
- Telegram
Where requests come from
- Meta Lead Ads
- Google Ads lead form
- Website forms
- Shopify
- WooCommerce
Notifications and reminders
A reminder in the US means SMS, not a messenger
- Telegram
- Twilio
- Gmail and Google Workspace
- Microsoft 365 and Outlook
Spreadsheets, databases and email
If you run everything in a spreadsheet, that works too
- Google Sheets
- Airtable
- Notion
- ActiveCampaign
Payments and card processing
- Stripe
- PayPal
- Square
- Clover
Reviews
- Google Business Profile
Bookkeeping and banks
Sources for the financial dashboard
- QuickBooks Online
- Xero
- FreshBooks
- Odoo
- Plaid
- Mercury
- Wise Business
- Revolut Business
Your tool is not on the list? Send us the name — we will check whether it has an open connection and give you a straight answer.
Pricing
Counted by data sourcesand report sections
A source is one app we pull from. A section is one block of the report. That way the scope is clear to both sides before we start.
€3,200
support €350/mo
- 4 data sources
- Everything in Basic
- Accrual P&L
- Receivables and payables
€4,800
support €500/mo
- 6 data sources
- Everything in Management
- Project profitability
- Plan vs actual
- Payment registers
Beyond the package
| +1 data source | €450 |
| +1 report section | €400 |
| Export setup for a non-standard app | €300 |
Support is not a formality here: export formats change and access tokens expire. Without maintenance any dashboard eventually stops refreshing.
Shall we look at your numbers?
Tell us which apps your data lives in — we will say what can be assembled and how long it takes. Free, no obligations.
Look at my setup