Finance AI Dashboard for SMEs & Small Business
A finance AI dashboard for SMEs (UK) and small business (US) that turns your accounting and banking data into real-time, AI-powered financial insight — built for lean teams without a dedicated analyst.
From Spreadsheets to a Live Dashboard
We replace static spreadsheets with a finance AI dashboard for SMEs that pulls live data from your accounting, banking, and sales systems into one view — cash flow, runway, and margins, always current.
We integrate directly with Xero, QuickBooks, and FreeAgent for accounting, Open Banking and Plaid for live transaction feeds, and Stripe for revenue data — plus any custom source with an API. No manual exports, no monthly reconciliation lag.
Built for Lean Finance Teams
For a finance AI dashboard for small business in the US, or an SME finance team in the UK without a dedicated analyst, we design the dashboard around the handful of metrics that actually drive decisions — not a wall of charts nobody reads.
That usually means one screen: current cash position, runway at current burn, margin by product or client, and anything trending the wrong way — built around how your team actually makes decisions, not a generic BI template.
AI-Flagged Anomalies & Forecasts
The underlying models flag unusual spend, forecast cash position weeks ahead, and surface the questions worth asking — so finance decisions get made earlier, not after the numbers are already a problem.
A typical alert looks like: a supplier invoice 40% above its historical average, a customer payment pattern that suggests a churn risk, or a runway projection that crosses a threshold you set — delivered as a notification, not buried in a report you have to go looking for.
Pricing & Delivery FAQs
Transparent expectations on investment, timelines, and technical ownership before starting.
help_outlineWhich accounting and banking platforms do you integrate with?
Xero, QuickBooks, and FreeAgent for accounting; Open Banking and Plaid for live bank feeds; Stripe for revenue and payments. If your data lives somewhere else with an API, we can usually connect to it — we scope this in the first conversation.
help_outlineHow is our financial data secured?
Connections are read-only wherever the provider supports it, data is encrypted in transit and at rest, and the dashboard is built to UK GDPR standards from day one — not retrofitted afterwards. Your financial data is never used to train models or shared with third parties.
help_outlineHow much does a finance AI dashboard cost and how long does it take?
Most finance dashboards run £8,000–£25,000 depending on the number of data sources and custom metrics, delivered in 4–8 weeks. If you want a fixed price before committing, start with a Discovery Sprint (£1,500, 1 week) — it scopes the exact data sources and metrics and produces a fixed-price proposal.
help_outlineDo we have to check the dashboard, or does it flag issues for us?
Both — the dashboard is there when you want to look, but the anomaly detection runs continuously and pushes a notification when something crosses a threshold you define, so you find out the same day, not at month-end close.
Want clearer
financial visibility?
Tell us which systems your finance data lives in today — we'll scope a dashboard that brings it together.