Overview
At Dashboard Insights, we believe that data is only valuable when it drives action. Our mission is to connect your firm’s data, uncover what matters most, and help your team act with confidence.
We collaborate with firms of all sizes to design dashboards that:
- Reveal performance trends across your practice
- Empower your teams with data-driven visibility and insights
- Automate compliance processes and reporting
- Strengthen advisory services for clients
We combine deep accounting and bookkeeping expertise with cutting-edge data analytics and AI, giving you a complete view of your firm’s performance and opportunities.
Dashboard Insights + Xero
Dashboard Insights seamlessly integrates with Xero and Xero Practice Manager (XPM). We handle the complex data connections, while you focus on what matters.
Our Practice Management Dashboards turn data from XPM into real-time and actionable insights on jobs, WIP, team performance, and profitability.
Our new BAS Pro tool works directly with Xero data to automate BAS preparation, detect entry discrepancies in minutes.
Our Advisory Dashboards transform client data into ready-to-use reports and visual insights. Advisors can walk into meetings with auto-prepared reports and dashboards that make conversations more engaging, efficient, and valuable.
Getting started
We make the data journey simple. Our team works with you from discovery to delivery; defining your goals, connecting your systems, and transforming your data into intelligent dashboards that evolve with your firm’s growth.
Whether you’re optimising Practice Management, streamlining Compliance, or scaling Advisory, Dashboard Insights has a tailored solution to support your goals.
Let’s build your data advantage today.
