Management Reporting

Money

One screen every Monday that answers the five questions the owner actually has — assembled overnight from the systems they already run.

Step 1 of 5Sources
AccountingXero-shaped: invoices, bills, aged receivables
synced 05:58 todayFreshSimulated accounting sync
Job managementJobs, quotes, WIP
synced 05:58 todayFreshSimulated job management sync
FleetAssets, servicing, utilisation
synced 05:57 todayFreshSimulated fleet sync
ComplianceRegister, expiries
synced 05:58 todayFreshSimulated compliance sync
CRM / pipelineQuotes out, win rate

Token expired Friday night — figures are 3 days old. Re-auth link sent to the owner. The dashboard says so rather than showing stale numbers as fresh.

synced Fri 22:14Stale — 3 daysSimulated crm / pipeline sync
1 / 5
ManualAutomated
Assembling the picture
Sunday night, 4 systems
Automatic, overnight
Owner time
2–3 hrs / week
5 min / week
Red-margin job noticed
At final claim
Week it turns

Estimates, based on the manual baseline shown — your numbers will differ. We work them out properly in the walkthrough.

Want this running on your numbers?

Twenty minutes, your process, no deck.

Book a 20-minute walkthrough