Real-Time Financial Forecasting

We design and develop real-time financial forecasting dashboards for businesses using Microsoft PowerBI and integrating them with data from softwares such as Hubspot, Harvest and Xero (and more!). Use your dashboards to prepare operational budgets, projections for business plans, and to make sales and hiring decisions.

We exclusively work with accountants to help them provide their clients with fractional CFO services. Connect with us to learn about how we configure dashboards, validate data, and enable you to deliver more value to your clients!