Reports and dashboards

A data warehouse your figures all read from, built in Adelaide

Sales, jobs, stock and accounts each live in a different program, and the totals never agree. We build one place they all feed into, so every report shows the same numbers.

What is it?

One database of your own. Every night, or every hour, it copies the figures out of Xero, simPRO, the till and your stock system. The same customer, job or product is matched into one record, by rules you agreed in writing. Old figures stay as they were. Every report reads this one copy.

Who is it for?

Built for
You run two or more programs that each hold the same customers, jobs or sales. Ask each one for a total and you get a different answer.
Replaces
The month-end spreadsheet someone joins up by hand. Three reports that never match. The argument over whose figure is right.
Not for
You run one program and its reports already agree. Or you only want a report you already have sent out on a schedule. We will tell you.
See dashboards
See automated reporting

What’s included?

Every program listed, one in charge

Each program you run is listed with what it holds, and which one wins when two disagree.

Figures copied on a schedule

Copied from Xero, MYOB, simPRO, the till or your stock system, nightly or hourly. Nothing in them changes.

One customer, one job, one product

Written rules match the same customer across your programs. Anything that will not match is listed for you to decide.

Old figures kept as they were

An invoice edited in June still reads as it did in the May report.

Every number traced to its source

Each figure records which program it came from and when, so any number can be checked in one step.

Checks after every copy

After each copy, counts and totals are checked against your programs. If anything fails or drifts, someone is told.

A standard database of your own

Not a locked product. Your dashboards read it, and so can Excel, Power BI or your accountant.

Not sure you need it? Call 1300 699 321 — ten minutes will tell you.

How is it built and priced?

Each stage ends with figures you can open in Excel and check.

See how a project runs
  1. First chat

    We sit with whoever matches the figures today, pull the same total from each program, and show you where they differ.

  2. Plan and price

    Each matching rule is written in plain words next to a real example from your records. You check it, then the price is fixed.

  3. Build

    Programs are added one at a time, starting with the pair that disagree most. You check each one in Excel and settle anything unmatched.

  4. Testing

    Your month-end totals are laid beside the same totals from each program. Every difference is explained or fixed before you sign off.

  5. Launch

    The copies keep running. Each report and spreadsheet is moved over one at a time, and the old figure is checked against the new.

Questions before you call

Do we need this if we only run one program?

Usually not: if one program holds your figures and its reports agree, dashboards can read it directly. You need it when two or more programs hold the same customers and their totals disagree.

Will anything change in Xero, MYOB or simPRO?

No. It only reads from your programs and writes nothing back, so your staff keep working in them as before.

How much does it cost?

One fixed price, agreed in writing before we start. It depends on how many programs feed it and how hard their records are to match.

Do we own the database and the code?

Yes. The database, the code that fills it and the written rules are all yours to keep, change or hand to another developer.

Do you work with businesses outside Adelaide?

Yes. We are in Adelaide and work with businesses anywhere in Australia, mostly by video call.

Get a fixed quote for one place for all your numbers.

Call us, or answer a few short questions. We reply within one business day with a fixed price in writing.

1300 699 321

Mon–Fri 9–5, Adelaide time · we reply within one business day