Live reporting

Your numbers, live, from your own ledger

Interactive Power BI dashboards built from your Xero data, refreshed monthly. Margin, cash, debtors and tax in one place you can click around.

Who we help:Owners who like the detailMulti-site businessesBoards and investorsGrowing teams

On your dashboard

Margin by product or client

Cash and forecast

Debtors and who owes what

Tax due and when

Trends over time

Monthly inFinance Partnerbuild quoted separately

Problems we solve

Sound familiar?

A spreadsheet emailed once a quarter is hard to act on. A dashboard you can open any time is not.

“I have to ask for the numbers.”

How we help

A dashboard you can open any time, refreshed from your own ledger each month.

“The reports are pages of figures.”

How we help

Charts and drill-downs that show what changed and why, in a few clicks.

“I can’t see margin by client or product.”

How we help

Your sales and costs broken down the way you run the business.

“The board wants better information.”

How we help

A consistent pack your board or investors can rely on every month.

What we do

What we build

Built by accountants, so the figures agree with your management accounts and year-end.

The dashboard

Designed around the questions you ask most.

Margin, cash and debtors
Drill down to transactions
Works on phone and laptop

The data

Connected to Xero and refreshed monthly.

Monthly refresh
Checked against the accounts
Your data stays yours

The support

Changes as the business does.

New views when you need them
Training for your team
A demo before you commit

The demo dashboard will appear here. You can filter it, change the period and click into the charts.

In the report

What is in a standard report

Every report is built from your own Xero data and set up around how your business works. These are the pages most clients start with.

✓

Profit and loss

Month by month, against the same months last year.

✓

Balance sheet

What the business owns and owes at each month end.

✓

Cash

Bank balances and how cash has moved over the period.

✓

Debtors and creditors

Who owes you, who you owe, and for how long.

✓

Margin

Gross margin by customer, job or service, where Xero is coded to show it.

✓

Tax

VAT and corporation tax building up, so the bills are not a surprise.

✓

Budget against actual

Where you have a budget, how the year is tracking against it.

How it works

From your ledger to your screen

Your transactions in Xero, checked by us, shown in Power BI.

XeroYour ledger

BPCChecked monthly

Power BILive dashboards

Getting started

What working with us looks like

A free first call

Twenty minutes on what you need and what is not working. If you don’t need us, we’ll say so.

Try the demo

Click around the demo dashboard to see what is possible.

Design and build

We agree the views you need and build them on your data.

Refreshed monthly

Updated each month and adjusted as the business changes.

Packages

Where this sits in our packages

Monthly reporting is included in Finance Partner. The one-off build is quoted separately.

Corefrom £100/moYear-end accounts, tax returns and filings done early.Core +from £250/moCore, plus bookkeeping and VAT kept current.Growthfrom £450/moManagement accounts and a meeting to talk them through.Usually the right fitFinance Partnerfrom £850/moYour whole finance department on one monthly fee.

Compare what’s includedAll prices plus VAT

Questions

Common questions

Anything else, call us on 01242 226789.

Do we need Power BI licences?

We will tell you what is needed. For most owners the cost is small.

How often is it updated?

Monthly as standard, once the books are closed and checked.

Can I see a demo first?

Yes. The demo dashboard on this page works the same way as a client’s.

Can it show non-financial data?

Often, yes, if it can be exported. We will look at it with you.

Next step

See your numbers properly

Try the demo, then tell us the questions you want answered.

Phone — Mon–Fri, 9am–5.30pm

01242 226789

info@bpcpartners.co.uk

Switching from another accountant?

We handle the professional clearance and the handover.