Finance Dashboards

Your P&L Is Hiding Something.
Do You Know What It's Costing You?

3 AI-powered finance dashboards that show you exactly where financial performance is diverging from plan — built from 30+ years of real-world budgeting and finance experience inside large corporations.

"I sat in hundreds of board meetings where the numbers told one story and the reality was another. These dashboards close that gap — because I spent 30 years on both sides of that table."

— Raj Bulland, Founder & 30-year Finance Executive
3
Live Finance Dashboards
30+
Years Budgeting & Finance Experience
$575K+
Average cost reduction opportunity identified
View Live Finance DemoBook a 15-Min Call
Finance✓ On Track
EBITDA Margin
52.9%
+17.9% vs industry benchmark of 35%
AI Insight

Revenue YTD: $24.1M

Budget Variance: +$1.2M favourable

Cost Reduction Opp.: $575K identified

Cash Runway: 18 months

Forecast vs Target: 97.4% on track

📊Board meeting readiness: 2 items need review
3 dashboards. Complete financial clarity.

Everything Your Finance Team Needs to Make
Board-Ready Decisions Daily

LIVE

Financial Performance Dashboard

The only financial dashboard that shows you exactly where your P&L is leaking — department by department, cost centre by cost centre. Built for CFOs and Finance Directors who need to identify $575K in cost reduction opportunities before the next board meeting.

Features
  • •Financial Health Score — 85/100 AI rating
  • •P&L analysis — 6 departments tracked
  • •$575K cost reduction opportunity identified
  • •EBITDA margin 52.9% — vs industry benchmark 35%
  • •Actuals vs budget — variance analysis by department
  • •Cost analysis — $84.7K fully loaded cost per employee
  • •Cash flow analysis — 90-day forecast included
  • •Scenario planner — model cost, revenue & EBITDA margin
  • •Ask Finance AI — Claude-powered assistant
  • •Upload your own data — live in 60 seconds
Investment
From $7,990
View Live Demo
LIVE

Budget vs Actual Dashboard

The only budget dashboard that shows CFOs and CEOs exactly where financial performance is diverging from plan — month by month, line by line. Built for senior management who need to identify revenue shortfalls, cost overruns and cash risks before they become board-level problems.

Features
  • •Executive Pulse Bar — always-visible YTD revenue, net income, cash runway and budget trend
  • •Full P&L statement — revenue to net income with monthly, YTD and annual views
  • •12-month revenue analysis — trend charts, achievement donut and stream variance
  • •CFO insight cards — consecutive misses, year-end forecast, recovery needed and cash runway
  • •CFO narrative — AI-generated plain English board-ready financial summary
  • •OpEx deep dive — all 9 categories with variance ranking and status badges
  • •Cash flow analysis — burn rate, ending cash, runway and monthly trend
  • •Department budget — 6 departments with budget vs actual and status badges
  • •Scenario planning — model revenue growth, cost reduction and headcount impact
  • •AI recommendations — 6 financial actions ranked by net income impact
  • •Ask Finance AI — Claude-powered CFO analyst
  • •Upload your own data — live in 60 seconds
Investment
From $7,990
View Live Demo
LIVE

Revenue Forecast Dashboard

The only revenue dashboard that forecasts exactly where your growth is coming from — channel by channel, quarter by quarter. Built for revenue leaders who need to predict pipeline gaps and capture growth opportunities before they become problems.

Features
  • •Revenue Health Score — 71/100 AI rating
  • •12-month revenue forecast — 6 channels tracked
  • •Pipeline analysis — $27.4M pipeline monitored
  • •$2.0M annual revenue at risk identified
  • •Channel performance — growth, churn & win rate tracked
  • •Budget vs actuals — variance analysis by channel
  • •Scenario planner — model win rate, churn & pipeline
  • •Ask Revenue AI — Claude-powered assistant
  • •Upload your own data — live in 60 seconds
Investment
From $7,990
View Live Demo

"Every number in these dashboards carries the weight of 30+ years of real budget reviews, board presentations and financial decisions inside large corporations — built by the executive who was accountable for the outcome, not the consultant who observed it."

30+ Years Finance ExperienceHundreds of Board Presentations$50K Consulting ReplacedBoard-Ready in 30 Seconds
Built for the people accountable for the numbers

Finance Leaders Who Are Responsible for the Answer

CFO / Finance Director

You need the full P&L story in one view — variances explained, risks quantified, and board narrative already written. Not a spreadsheet that takes two days to build.

CEO / Managing Director

You need to walk into every board meeting knowing exactly where you stand — revenue, costs, cash runway and the three things that need a decision this week.

Financial Controller

You need actuals vs budget explained in plain language — which departments are over, which are under, and what the year-end number looks like if nothing changes.

Operations Leader (P&L Accountability)

You need your operational costs translated into financial impact — fully loaded cost per head, efficiency gaps, and the ROI of every operational investment you're considering.

Ready to see what your financial data is really telling you?

30 Years of Finance Experience.
Yours in 30 Seconds.

Book a 15-minute demo. No sales pressure. Just an honest conversation from someone who has built your budgets, presented your board packs, and made your financial decisions — for over 30 years.

View Live Finance DemoBook a 15-Min Call

No commitment. No consultant fees. Just 30 years of experience in a 15-minute call.