Data Integration & Dashboard Setup

This service focuses on connecting your financial data sources and building a dashboard that meets your specific needs. It is for businesses that have data in multiple systems, such as accounting software, spreadsheets, or cloud platforms. We handle the technical setup to ensure data flows securely and accurately into your dashboard. The process includes mapping data fields, setting up refresh schedules, and testing for accuracy. This is a good fit when you need to replace manual data entry or consolidate reports from different departments. For example, a services firm with offices in London and Edinburgh can connect their CRM and accounting data to see a combined view of revenue and costs. The service is delivered in stages, with clear milestones and support at each step. It is designed to give you a reliable foundation for ongoing financial reporting.