Automated reporting, financial dashboards and connected workflows — built around the way your company actually works.
Executive command view
Illustrative workspace · example data
Revenue
€184.2k
+6.4%
Gross margin
41.8%
+1.2 pp
Overdue AR
€18.9k
12 invoices
Revenue vs plan
AheadDecision path
Data signal
AR +€4.1k · Revenue +6.4%
AI detected
Collection risk rising
Business action
Review top 5 overdue accounts
Live system previews
These interfaces use illustrative example data—not real client results—to show how financial and operational signals can work together.
Performance overview · Sep 2026
Revenue
€184.2k
Gross margin
41.8%
Cash
€62.4k
Overdue AR
€18.9k
Revenue vs Plan
Margin trend
41.8%Cash position
62%Data signal
Overdue receivables +€4.1k while revenue remains 6.4% above plan.
AI detected
Collection risk is rising despite positive sales performance.
Business action
Review the 5 largest overdue accounts before Week 10.
Rolling liquidity forecast
Opening cash
€62.4k
Projected W13
€41.7k
Net movement
-€8.1k
Projected cash position
€45k comfort levelAI detected
Cash falls below the €45k comfort level in Week 10.
Recommended action
Prioritize collections and re-time non-critical Week 9 payments.
One connected commercial and financial view
Leads
120
New demand
Qualified
48
40% qualified
Pipeline
€286k
Weighted €176k
Won
€124k
43% of pipeline
Invoiced
€98k
79% billed
Cash
€76k
78% collected
Pipeline value
€286k
Conversion rate
40%
Win rate
29%
Expected revenue
€124k
At-risk
€43k
AI detected
3 large opportunities represent 47% of open pipeline.
Business action
Assign next steps and invoice-readiness checks to each owner.
AI decision layer
The AI layer reads connected operating data, identifies what changed and turns it into a practical management response.
Illustrative example data
Data
Receivables + revenue
AR +27% · Revenue +6.4%
AI detected
Overdue receivables increased while revenue remains above plan.
Recommended action
Review the 5 largest overdue accounts before Week 10.
Data
13-week forecast
€42k at W13 · Floor €45k
AI detected
Available cash is projected to cross the comfort threshold.
Recommended action
Accelerate collections and re-time non-critical payments.
Data
Sales pipeline
3 deals · 47% concentration
AI detected
Revenue forecast depends heavily on three open opportunities.
Recommended action
Confirm owner, next step and invoice readiness for each deal.
Business systems
Start with one priority or connect reporting, cash, sales and automation into a practical management system.
System 01
Automated P&L, margin, budget and KPI reporting with management commentary.
Revenue
€184k
Margin
41.8%
AI insight
Revenue ahead; collection risk rising.
System 02
A rolling view of inflows, outflows, receivables, payables and forecast risk.
W13 cash
€41.7k
Risk point
Week 10
AI insight
Comfort threshold crossed in Week 10.
System 03
Connect leads, pipeline, invoices, revenue and cash in one operating flow.
Pipeline
€286k
Cash
€76k
AI insight
3 opportunities drive 47% of pipeline.
System 04
Reduce repetitive preparation with scheduled reporting, exports, alerts and AI assistance.
Reports
Scheduled
Exceptions
2 open
AI insight
Two exceptions need human review.
The operational gap
Every month starts with the same copy-paste routine.
Accounting, sales and spreadsheets hold different parts of the picture.
Risks surface after they already affect payments and decisions.
Files grow, formulas break, and ownership becomes fragile.
Pipeline, invoices and revenue rarely reconcile cleanly.
Formatting data consumes the time meant for decisions.
Built differently
We start with the business process and management problem, not the technology.
The system fits how your company collects, reviews and uses information.
Repetitive work is automated while important decisions stay under human control.
AI supports analysis, classification, summaries and workflows where it creates real value.
From process to product
Map the current reporting, finance or business process.
Identify what should be automated, connected or redesigned.
Create the dashboard, reporting workflow or business system.
Test with realistic business data and refine the system.
The goal is not another tool your team has to maintain. It is a system that becomes part of how the business operates.
Designed for growing teams
Small & growing businesses
Service businesses
Manufacturing & operations
Finance teams
Founders & management
Use what already works
The free SME Finance Helper tools cover profitability, break-even, ROI, payback, cash flow and overall business health. When you need more than a one-off calculation, the same logic can become a repeatable management system.
Business systems assessment
Tell us how you currently manage reporting, cash flow and business information. We can identify where better automation or visibility could make the biggest difference.
Start with the process you already have. Build the visibility, reporting or connected workflow your team actually needs.