KPIs your accountant won't build you. Industry-specific dashboards showing revenue per job type, labour percentage, materials markup, and your best and slowest paying customers.
Connect your accounting software. We pull invoice data, payment history, and expense categories automatically.
Revenue by job type, labour percentage, materials markup, top customers, or slow payers. Pre-built for trades.
Export as PDF or share a live link. Your accountant sees the same real-time view without needing a Xero login.
Electrical, plumbing, HVAC — see revenue and margin per trade type. Know which work is most profitable.
Labour cost as a percentage of revenue, trended over time. Industry benchmarks included for comparison.
Revenue by customer ranked. Days to pay tracked per customer. Spot slow payers before they become a problem.
Average materials markup across all jobs. Compare to quoted markup. Find margin leakage.
Revenue, gross margin, and job count charted month by month. Year-on-year comparison included.
Export any report as PDF or CSV. Schedule weekly email summaries to yourself and your accountant.
One price per company. All reports, all history, unlimited exports.
Works with
Read-only access to your accounting data. Nothing is ever written back to your accounts.