Business Intelligence Services for Finance Teams Live Dashboards From Clean Books
Business intelligence services that turn your accounting, sales and operations data into dashboards you can trust. Built on reconciled books, so every number on screen matches your financial statements.
- Finance firstBuilt on reconciled books
- One version of the truthDefined KPIs
- Owner friendlyClear, not cluttered
Big Accountants provides business intelligence services to US businesses that want to see their performance clearly without building a data team. We connect your accounting system with your sales, ecommerce and operations data and build dashboards around the handful of numbers that actually drive your business.
Most dashboard projects fail on the data, not the charts. Because we keep or review your books, every revenue, margin and cash figure ties back to your reconciled ledger, so the dashboard and the financial statements never disagree.
- Are we profitable this month, and why?
- Which products, customers and channels make money?
- How much cash will we have next quarter?
- Who owes us, and for how long?
- Are we on budget?
What Our Business Intelligence Services Include
Each dashboard is designed around decisions, then built on data we have checked.
Executive KPI dashboard
Revenue, margin, cash and growth on one screen for owners.
Profitability analysis
Margin by product, customer, channel, location or project.
Cash and working capital
Cash position, receivables, payables and inventory in one view.
Budget vs actual
Live comparison to budget, with variances highlighted.
Inventory analytics
Turnover, slow moving stock and reorder signals.
Ecommerce channel reporting
Marketplace, store and wholesale performance side by side.
Data model and connectors
Accounting, sales and operations data joined into one model.
Data quality checks
Dashboard totals reconciled to the ledger every month.
Finance KPIs for Business Intelligence Dashboards
Every KPI has one written definition, so the number means the same thing every month.
Gross margin percentage
Profit left after direct costs, as a share of revenue.
(Revenue - Cost of sales) / Revenue
Contribution margin
What each product or channel contributes after variable costs.
Revenue - Variable costs
Days sales outstanding
Average time customers take to pay.
Accounts receivable / Credit sales x Days
Inventory turnover
How many times stock sells through in a period.
Cost of sales / Average inventory
Current ratio
Ability to cover short term obligations.
Current assets / Current liabilities
Operating cash flow
Cash generated by core operations.
From the statement of cash flows
How Our Business Intelligence Projects Work
From first conversation to a dashboard you use every week.
- Weeks 1 to 2
Define
We agree the decisions you need to make and the KPIs that support them.
- Weeks 2 to 4
Connect
Data sources connected, cleaned and reconciled to your books.
- Weeks 4 to 6
Build
Dashboards designed, tested and reviewed with you.
- Every month
Review
Numbers checked against the close, with a short KPI review.
Books not reconciled yet? Start with outsourced bookkeeping or catch up bookkeeping. Dashboards are only as good as the data under them.
Business Intelligence Built on Accurate Data
A dashboard that disagrees with your financial statements destroys trust in both. We reconcile dashboard totals to the ledger after every close and document every KPI definition and data source.
Access is set by role, so owners, managers and investors each see the views they need, and your financial data stays protected under our written information security plan.
- Reconciled to the ledgerAfter every month end close
- Written KPI definitionsOne meaning per number
- Documented data sourcesWhere every figure comes from
- Role based accessThe right view for each user
- Secure connectionsRead only access where possible
Spreadsheets vs Software Alone vs Business Intelligence Services
The tools matter less than the data and definitions behind them.
| Factor | Spreadsheets | BI software alone | Big Accountants |
|---|---|---|---|
| Data accuracy | Manual and error prone | Only as good as the source data | Reconciled to your books monthly |
| KPI definitions | Vary by person | Often undefined | Written and agreed |
| Time to update | Hours each month | Automatic, if set up well | Automatic, checked monthly |
| Finance expertise | Yours | Not included | Accountants build and review it |
| Cost | Staff time | Licences plus setup time | Competitive fixed monthly fee, hourly or per task |
Business Intelligence Services Pricing
Price depends on the number of data sources, dashboards and users, and how often the data is reviewed. Every quote is fixed in writing after a free call, and our pricing is competitive. See how our pricing models work.
Per task
Dashboard build
Design, data connection and testing at a set price.
Fixed monthly fee
Ongoing BI support
Monthly reconciliation, updates and KPI review.
Hourly
Changes on demand
New views, metrics and ad hoc analysis.
Industries We Build Dashboards For
We build finance dashboards for US businesses in these sectors, using data from the platforms below.
- Ecommerce
- Healthcare
- Retail
- Wholesale
- Manufacturing
- Restaurants
- Construction and contractors
- Real estate and property management
- Accounting firms
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Zoho Books
The Finance Foundation Behind Your Dashboards
Financial reporting
The monthly statements your dashboards reconcile to.
Virtual CFO
Forecasts and decisions built on your KPIs.
Controller services
Accurate, closed books every month.
Accounts receivable
Faster collections and lower DSO.
See all our accounting and bookkeeping services for US businesses.
Business Intelligence Services FAQs
What are business intelligence services for finance?
Business intelligence services for finance connect your accounting, sales and operations data and present it in dashboards. They show revenue, margins, cash, receivables and budget performance so owners can make decisions quickly.
Why should an accounting firm build our dashboards?
Because the hardest part is the data. We keep or review your books, so every dashboard figure is reconciled to your financial statements and uses the same definitions your accountants use.
Which data sources can you connect?
We start with your accounting system, such as QuickBooks Online, Xero or Zoho Books, and add sales, ecommerce, inventory and payroll data where it helps answer your questions.
How much do business intelligence services cost?
Cost depends on the number of data sources, dashboards and users and how often the data is reviewed. We price a dashboard build per task, with optional ongoing support for a fixed monthly fee or hourly.
How long does a dashboard project take?
A typical first dashboard takes four to six weeks from agreeing the KPIs to a tested, reviewed build, provided the books are reconciled.
Do our books need to be clean first?
Yes. A dashboard built on unreconciled books gives confident but wrong answers. If your books are behind, we bring them current first.
Which KPIs should a small business track?
Most businesses start with revenue growth, gross margin, operating cash flow, days sales outstanding and budget variance, then add industry measures such as inventory turnover or job margin.
Who can see the dashboards?
Access is set by role, so owners, managers and investors each see the views they need. Connections use read only access wherever the source system allows it.
See Your Business Clearly, Every Week
Tell us the decisions you need to make. We will recommend the dashboards and KPIs that support them and send a clear written quote.