Custom finance management software for your business
Turn separate cost sheets, payment records and monthly reports into a financial view your team can use. A bespoke dashboard can bring income, expenditure, cash flow and project budgets together around the decisions you need to make.
See the financial position without rebuilding the report
Management reporting often involves collecting figures from several systems and checking which version is current. A tailored view can show the agreed measures by company, project or reporting period, alongside the source and last update. The aim is to make the position easier to inspect and the figures easier to trace.
- Income and expenditure summaries with drill-down to the underlying records.
- Cash-flow views that distinguish received payments from estimated future movements.
- Budget comparisons showing committed costs and actual spend separately.
- Invoice status, payment approvals and outstanding items requiring attention.
- Project profitability reports using calculations agreed during discovery.
Review development project costs
A developer reviews each project's agreed budget, committed contractor costs and actual spend in one view. Outstanding invoices link to their approval stage, and the team can see where a cost needs clarification. Finance and project managers use the same records instead of emailing competing spreadsheets.
Agree what each number means
Financial outputs depend on the source data, agreed calculations and update frequency. Discovery establishes how VAT, credit notes, payment dates and incomplete records should be handled. Forecasts are estimates based on agreed assumptions; they are not guaranteed outcomes or a substitute for professional financial advice.
Questions to bring to discovery
- Which reports do you produce, and what decisions do they support?
- Where do your figures live, and who checks them?
- Who can request, approve and record payments?
- How often must the view update?
- Which companies or projects need separate views?
Connect reporting to your existing records
We assess approved access to accounting, payment and project systems before proposing a connection. Where an API is unsuitable, controlled imports or exports may be a more practical option. Reporting needs are distinct from accounting automation, which focuses on preparing and moving records through bookkeeping workflows.