Monthly digestible insights
at your fingertips
We pull out the insights that can be hard to reach
We’ve found the best way to explain how it works is through conversation. Lets take an example discussion with a medium sized manufacturing company.
So do you have a good P&L & balance sheet you can rely on?
Yeah we use Xero and I can just run the report as I need.
That's great! As a manufacturing business, do you have the ability to track how each project is going?
Hmm, not exactly. I just run the P&L and aim to be profitable at any given time. Sometimes I run in to cashflow issues though, which can be hard to track down because I usually am in the black!
That's a common challenge. We'd usually recommend tracking cashflow instead of profitability, but it's a little harder to piece together.
Understanding the performance of each project can also help you identify patterns and disaggregate the cost of delivering from overheads. Shall we get started?
The process is quite simple, iterative and intentional each month. We run, digest, and interpret the data so that all that is left for you to do is make great, educated decisions.
1. Connection
Toby connects to your accounting and marketing databases. e.g. Xero, Quickbooks, Hubspot
2. Configuration
We configure a repeatable reporting process to analyse your data and present clear insights
3. Validation
Nathan validates and adds context to the reports with the help of your team and his background in big 4 audit
5. Repetition
As the process repeats, our understanding of your business deepens, your workload gets lighter, and the insights get stronger.
4. Presentation
Reports and materials are shared with your team each month
Contact us
Outline your business, industry, and reporting goals.
We can arrange a complimentary introductory session to explain how we can best assist your business and decision makers.