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Insight Beyond The Books

Real-Time Financial Reporting & Business Intelligence

Transform your financial data into actionable insights. Custom dashboards, detailed reports, and technology-driven analytics to drive better business decisions.

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Overview

Financial reports shouldn't just tell you what happened—they should help you make better decisions about what happens next. SmartBooks Insight delivers comprehensive financial reporting and analysis that transforms raw transaction data into clear, actionable business intelligence. Get real-time access to professional-grade reports including P&L statements, balance sheets, cash flow analysis, budget variance reports, and custom dashboards tailored to your specific KPIs. Our technology-driven analytics identify trends, flag anomalies, and provide insights that traditional reporting simply can't deliver.
Is This Right For You?

Who This Service Is For

Our bookkeeping cleanup service helps businesses in various situations—from catching up on backlogged books to preparing for major business milestones

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1

Growth-Stage Companies

Your Situation: Your business is scaling rapidly and basic accounting reports aren't enough. You need detailed analytics to understand profitability, manage cash flow, and make data-driven growth decisions.
Why This Works: Advanced reporting shows profitability by product, customer, and channel. Identify what's working and double down. See what's not working and fix it fast. **Growth Metrics:** Customer acquisition costs, lifetime value, unit economics, burn rate, runway calculations, and growth rate tracking.
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2

Funding-Ready Businesses

Your Situation: You're raising capital from investors or applying for loans. Banks and VCs demand professional-grade financial statements, projections, and detailed analysis.
Why This Works: Investor-ready reporting packages with GAAP-compliant statements, detailed footnotes, and professional formatting. We've helped clients raise over $50M. **What Investors Want:** Clean historical financials, reasonable projections, unit economics, cohort analysis, and variance explanations that build confidence.
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3

Multi-Location Operations

Your Situation: You operate multiple locations, departments, or business units. You need consolidated reporting but also location-specific P&Ls to understand performance.
Why This Works: Multi-entity consolidation with drill-down capabilities. See the big picture and identify which locations are profitable, which need support. **Multi-Location Needs:** Consolidated financials, location-level P&Ls, intercompany eliminations, transfer pricing, and comparative location performance.
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4

Board & Stakeholder Reporting

Your Situation: You have a board of directors, advisory board, or external stakeholders requiring regular financial updates. They need professional reports, not basic statements.
Why This Works: Board-ready presentation packages with executive summaries, key metrics, variance analysis, and forward-looking insights. Impress stakeholders with professional reporting. **Board Requirements:** Quarterly board packages, KPI dashboards, budget variance analysis, strategic metrics, and narrative explanations of performance.
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5

Data-Driven Decision Makers

Your Situation: You want to run your business by the numbers but struggle to extract meaningful insights from accounting software. You need analytics that tell you what actions to take.
Why This Works: Technology-driven insights identify trends, flag issues, and recommend actions. Get written analysis explaining what's happening and why it matters. **Decision Support:** Profitability analysis, pricing optimization, expense reduction opportunities, cash flow management, and strategic planning insights.
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6

CFOs & Controllers

Your Situation: You're a financial professional needing sophisticated reporting tools without building an entire FP&A team. You want automation, customization, and professional-grade analytics.
Why This Works: Enterprise-level reporting platform at a fraction of the cost. Custom report builder, automated scheduling, and advanced analytics that would normally require expensive software. **Finance Team Needs:** Custom dashboards, automated month-end close, variance analysis, forecasting tools, and ad-hoc reporting capabilities.

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What's Included

Monthly Financial Statements

Professional Profit & Loss, Balance Sheet, and Statement of Cash Flows. GAAP-compliant formatting ready for banks and investors. Comparative reports (month-over-month, year-over-year).

Real-Time Dashboard Access

24/7 access to live financial dashboards. Customizable KPI tracking and widgets. Mobile-optimized for on-the-go access.

Budget vs. Actual Analysis

Track performance against budgets and forecasts. Variance analysis with detailed explanations. Department and project-level budget tracking.

Cash Flow Forecasting

technology-driven cash flow projections (13-week and annual). Scenario planning for major decisions. Runway calculations for startups.

Profitability Analysis

Product, service, and customer profitability tracking. Contribution margin analysis. Break-even calculations.

Custom Report Builder

Create unlimited custom reports. Filter by date, department, location, or custom tags. Export to Excel, PDF, or Google Sheets.

Benchmark Comparisons

Compare your metrics to industry standards. Percentile rankings across key financial ratios. Trend analysis and peer comparisons.

Automated Report Delivery

Schedule automatic report delivery via email. Custom report packages for stakeholders. Board-ready presentation formatting.

Financial Insights & Alerts

technology-driven insights highlighting important trends. Automated alerts for unusual activity or threshold breaches. Monthly narrative explaining key drivers of performance.

Multi-Entity Consolidation

Consolidated reporting across multiple entities. Elimination of intercompany transactions. Entity-level and consolidated views.

Our Proven Process

How It Works

Transform your messy books into pristine financial records in just 5 simple steps

1

Quick Integration & Custom Configuration

What Happens: Connect your accounting software (QuickBooks, Xero, NetSuite, etc.) and any other data sources. We configure your custom chart of accounts mapping, set up departments/locations/projects, and build your initial dashboard and KPI framework.

**What You Get:** Complete data integration in hours, not weeks. Custom dashboards tailored to your business model and industry. All historical data imported and normalized for trending.

**Timeline:** 2-3 days for complete setup

**Your Investment:** 1-hour kickoff call to discuss your needs, then we handle everything

2

Automated Report Engine

What Happens: Our system automatically generates financial statements and custom reports on your schedule—daily, weekly, or monthly. Reports refresh in real-time as new transactions sync. No manual Excel work, no waiting for month-end close.

**What You Get:** Professional-grade financial statements delivered on schedule. P&L, Balance Sheet, Cash Flow Statement, budget variance reports, and custom analytics—all automated.

**Timeline:** Reports generate automatically per your schedule

**Behind the Scenes:** Smart algorithms handle account mapping, eliminations, allocations, and formatting automatically. Changes to source data update reports instantly.

3

Smart Analysis & Insights Discovery

What Happens: Machine learning algorithms analyze your financial data continuously, identifying trends, anomalies, and opportunities. The system compares performance to prior periods, budget, forecast, and industry benchmarks, then generates written insights explaining what's happening.

**What You Get:** Technology-driven narrative explaining your numbers. "Revenue increased 23% driven by product X growth in region Y." "Operating expenses are 8% above industry average due to..." Insights highlight what matters most.

**Timeline:** Insights update with each report cycle

**Intelligence Level:** System learns your business patterns and improves insight quality over time, flagging increasingly relevant issues.

4

Review, Discuss & Act

What Happens: Access all reports 24/7 via web dashboard or mobile app. Scheduled report delivery to stakeholders. Monthly strategy call with your dedicated analyst to review performance, discuss trends, and plan actions.

**What You Get:**

- Real-time dashboard access anytime, anywhere - Automated report distribution to team/board/investors - Monthly 30-minute strategy session - Unlimited ad-hoc report requests - Data export capabilities for your own analysis

**Timeline:** Reports always current, strategy calls monthly

**Bonus:** Slack or email alerts for significant events (cash below threshold, revenue milestones, unusual expenses).

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Why Choose Professional Cleanup

Key Benefits

Clean, accurate financial records unlock opportunities and protect your business from costly mistakes

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Make Confident Data-Driven Decisions

⚠️ The Problem: Making critical business decisions—hiring, pricing, investments, expansion—without current financial data is like flying blind. By the time you see last month's reports, opportunities are lost.
✅ The Solution: Real-time dashboards and daily reporting provide current financial visibility. See cash position, revenue trends, and profitability metrics updated as transactions occur.
💎 Real Impact: Clients report 40% faster decision-making. One SaaS company used real-time data to adjust pricing mid-month, increasing MRR by $18K immediately.
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Impress Investors & Lenders

⚠️ The Problem: Investors and banks demand professional-grade financials. Basic QuickBooks reports don't cut it for due diligence, and hiring a CFO costs $200K+ annually.
✅ The Solution: Board-ready reporting packages with GAAP-compliant statements, detailed footnotes, variance analysis, and professional formatting. Investor presentation decks that tell your financial story clearly.
💎 Real Impact: Helped clients raise over $50M in funding. One client closed their Series A 30% faster because financials were already investor-ready.
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Catch Problems Before They Escalate

⚠️ The Problem: Financial issues compound quickly. By the time problems show up in monthly reports, damage is done. A slow-paying customer becomes a cash crisis. Rising costs erode margins before you notice.
✅ The Solution: Smart alerts flag issues in real-time: unusual spending patterns, declining margins, customers exceeding payment terms, approaching cash thresholds, or expense anomalies.
💎 Real Impact: Average client catches 3-5 significant issues monthly that would have been missed. One restaurant identified a $2,400/month equipment maintenance overcharge within days.
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Forecast Performance Accurately

⚠️ The Problem: Gut-feel forecasting leads to cash crunches, over-hiring, or missed growth opportunities. Inaccurate projections undermine credibility with investors and banks.
✅ The Solution: Technology-driven forecasting analyzes historical patterns, seasonality, and growth trends to project future revenue, expenses, and cash flow with proven accuracy.
💎 Real Impact: Forecasts achieve 85-92% accuracy. Clients confidently make hiring decisions, time capital raises, and manage cash knowing what's coming.
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Benchmark Against Competition

⚠️ The Problem: How do you know if your margins are competitive? Is your revenue per employee high or low? Without context, you don't know if performance is strong or weak.
✅ The Solution: Industry benchmarking compares your key metrics to similar businesses. See where you rank on gross margin, operating expenses, revenue growth, and profitability.
💎 Real Impact: Benchmarking identifies improvement opportunities worth 3-7% margin improvement. One consulting firm increased pricing 15% after learning they were 20th percentile.

⏰ Save 10-20 Hours Monthly

⚠️ The Problem: Manual reporting consumes valuable time. Building reports in Excel, pulling data from multiple systems, and formatting presentations steals 10-20 hours monthly from strategic work.
✅ The Solution: Completely automated reporting. Financial statements, dashboards, and custom reports generate automatically. Export to Excel/PDF with one click if needed.
💎 Real Impact: CFOs report saving 15+ hours monthly. Controllers spend time analyzing instead of building reports. Finance teams operate 50% leaner.
99.9%
Accuracy Rate
$8K
Avg. Recovered
5-20
Days to Complete
500+
Cleanups Done

Frequently Asked Questions

Can you create custom reports for my specific needs?

Absolutely! Our Advanced and Enterprise plans include unlimited custom reports. Tell us what metrics matter to your business, and we'll build reports that track exactly what you need—whether that's customer acquisition costs, project profitability, or location-level performance.

How current is the financial data in reports?

If you use our bookkeeping service, reports reflect data as current as yesterday. If you maintain your own books, reports are as current as your latest sync—typically within 24 hours of transactions posting.

Can you consolidate multiple companies or locations?

Yes! Our Enterprise plan includes multi-entity consolidation with elimination of intercompany transactions. View consolidated results or drill down to individual entity performance.

What's included in the monthly review calls?

Your dedicated analyst walks through the month's financial results, explains significant changes, answers questions, and provides recommendations. We discuss cash flow, profitability trends, budget variances, and any concerns or opportunities.

How do the AI insights work?

Our machine learning engine analyzes your financial data looking for patterns, trends, and anomalies. It compares current performance to historical trends and industry benchmarks, then generates written insights like 'Revenue increased 15% month-over-month, driven primarily by the new product line launched in March.'

Can I give my investors or board access to reports?

Yes! You can grant stakeholders view-only access to specific reports or dashboards. Set up automated monthly or quarterly report packages delivered directly to investors. All access is controlled and can be revoked anytime.

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Professional financial reporting & analytics at competitive rates

Financial Reporting & Analytics | SmartBooks AI