Real-Time Data & Dashboards

The Financial Smith's Financial Intelligence service bridges the gap between raw data and executive strategy. We design and deploy custom financial dashboards that provide real-time visibility into your most critical KPIs. By automating data consolidation and visualization, we empower leadership teams to move from reactive reporting to proactive decision-making, ensuring that every financial metric tells a clear, actionable story about your business’s future.

Visibility

Automation

Insight

Data visualization monitor close up
Data visualization monitor close up
Data visualization monitor close up
Analyzing interactive financial charts on a tablet device.
Analyzing interactive financial charts on a tablet device.
Analyzing interactive financial charts on a tablet device.

What we do

Turning data complexity into strategic clarity

Our approach moves beyond static spreadsheets to dynamic, interactive intelligence. We integrate disparate data sources—from ERPs to CRMs—into a unified visual ecosystem. We focus on helping clients reduce manual reporting hours, eliminate data silos, and gain instant access to the liquidity, profitability, and performance metrics that define their success.

Services Offered

Comprehensive data solutions for informed leadership

We deliver end-to-end business intelligence services that turn your financial data into your most valuable strategic asset.

1

Custom KPI Architecture

Defining and structuring the specific performance metrics that drive your unique business goals.

1

Custom KPI Architecture

Defining and structuring the specific performance metrics that drive your unique business goals.

1

Custom KPI Architecture

Defining and structuring the specific performance metrics that drive your unique business goals.

2

Data Integration & Automation

Connecting accounting, sales, and operational systems for seamless, automated data flow.

2

Data Integration & Automation

Connecting accounting, sales, and operational systems for seamless, automated data flow.

2

Data Integration & Automation

Connecting accounting, sales, and operational systems for seamless, automated data flow.

3

Executive Dashboard Design

Building intuitive, high-level visual interfaces tailored for C-suite and board-level consumption.

3

Executive Dashboard Design

Building intuitive, high-level visual interfaces tailored for C-suite and board-level consumption.

3

Executive Dashboard Design

Building intuitive, high-level visual interfaces tailored for C-suite and board-level consumption.

4

Cash Flow & Liquidity Visuals

Creating real-time monitors for burn rate, runway, and working capital requirements.

4

Cash Flow & Liquidity Visuals

Creating real-time monitors for burn rate, runway, and working capital requirements.

4

Cash Flow & Liquidity Visuals

Creating real-time monitors for burn rate, runway, and working capital requirements.

5

Operational Performance Tracking

Visualizing non-financial drivers such as customer acquisition costs (CAC) and inventory turnover.

5

Operational Performance Tracking

Visualizing non-financial drivers such as customer acquisition costs (CAC) and inventory turnover.

5

Operational Performance Tracking

Visualizing non-financial drivers such as customer acquisition costs (CAC) and inventory turnover.

6

BI Tool Implementation

Deploying and training teams on platforms like PowerBI, Tableau, or Qlik for self-service analytics.

6

BI Tool Implementation

Deploying and training teams on platforms like PowerBI, Tableau, or Qlik for self-service analytics.

6

BI Tool Implementation

Deploying and training teams on platforms like PowerBI, Tableau, or Qlik for self-service analytics.

How we work

Our process for deploying financial intelligence

Data visualization monitor close up
Data visualization monitor close up
Data visualization monitor close up

We follow a disciplined development cycle to ensure your dashboards are accurate, secure, and user-friendly.

Discovery & Requirements

We begin by mapping your data landscape and identifying the key decisions your leaders need to make.

Discovery & Requirements

We begin by mapping your data landscape and identifying the key decisions your leaders need to make.

Discovery & Requirements

We begin by mapping your data landscape and identifying the key decisions your leaders need to make.

Architecture & Design

Our team designs the data models and visual wireframes to ensure logical flow and intuitive user experience.

Architecture & Design

Our team designs the data models and visual wireframes to ensure logical flow and intuitive user experience.

Architecture & Design

Our team designs the data models and visual wireframes to ensure logical flow and intuitive user experience.

Development & Integration

We build the connections, script the automation, and rigorously test data accuracy against source systems.

Development & Integration

We build the connections, script the automation, and rigorously test data accuracy against source systems.

Development & Integration

We build the connections, script the automation, and rigorously test data accuracy against source systems.

Deployment & Training

We launch the system and train your team to interpret, filter, and leverage the data for daily operations.

Deployment & Training

We launch the system and train your team to interpret, filter, and leverage the data for daily operations.

Deployment & Training

We launch the system and train your team to interpret, filter, and leverage the data for daily operations.

A team collaborating on a digital whiteboard to map out data flows and dashboard wireframes.
A team collaborating on a digital whiteboard to map out data flows and dashboard wireframes.
A team collaborating on a digital whiteboard to map out data flows and dashboard wireframes.

Get in Touch

Stop Guessing. Start Strategizing.

Financial clarity is just one conversation away. Fill out the form to schedule a consultation and see how we can turn your data into a competitive advantage.

Close up of hands writing in leather notebook on wooden desk
Close up of hands writing in leather notebook on wooden desk
Close up of hands writing in leather notebook on wooden desk

Other Services

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Financial Presentation
Investor & Funding Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

Financial Presentation
Investor & Funding Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

Financial Presentation
Investor & Funding Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Bookkeeper inputting financial data into accounting software
Financial Systems Setup & Automation

Streamline operations with modern financial software, integrated workflows, and automated reporting.

Bookkeeper inputting financial data into accounting software
Financial Systems Setup & Automation

Streamline operations with modern financial software, integrated workflows, and automated reporting.

Bookkeeper inputting financial data into accounting software
Financial Systems Setup & Automation

Streamline operations with modern financial software, integrated workflows, and automated reporting.

financial education
Financial Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.

financial education
Financial Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.

financial education
Financial Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.