CFO Dashboard

For CFOs and finance teams

A CFO Dashboard Built and Run for You

Insight BI gives you a CFO dashboard that brings every system into one reconciled view of the numbers. Our team of developers and analysts builds it, keeps it accurate and supports you, so month-end stops depending on spreadsheets and you don’t need to hire.

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Month-end shouldn’t depend on spreadsheet heroes

Data sits in several systems. Someone pulls it together in Excel. By the time the numbers are reconciled, the month is over and the board has already asked the next question.

If you run finance for one business

The scramble happens once per close cycle, and it lands on you and your team every time.

  • Days lost to collecting and checking figures
  • Two reports, two different numbers
  • Board packs built by hand, under pressure

If you advise several clients

The same work repeats once per client, per system, every month. As a fractional CFO, that’s time you can’t bill.

  • Every client on a different accounting system
  • Reports rebuilt from scratch each month
  • No quick answer when a client calls

Managed for you, not just software

A new tool can make an old problem look prettier. On its own, it doesn’t give you better insight. The real question is who does the ongoing work.

The work Software on its own Insight BI
Building the reports Your team Our developers and analysts
Keeping data connections working Your team Our team, every day
Updating logic when the business changes Your team Our team
Answering the board’s next question A new report request Analysts who already know your data
Extra headcount Often a new hire None

What your CFO dashboard covers

One view of performance

KPI dashboards across products, branches and portfolios, kept up to date from your connected data.

KPI dashboards

Reports that send themselves

Monthly and management reports generated and delivered on schedule, without rebuilding them by hand.

Automated reporting

Early warnings

Alerts when a key number crosses a limit you set, so you hear about it before the board does.

KPI alerts

Where the numbers are heading

Actuarial analytics and forecasts that turn your history into projections you can plan with.

Actuarial analytics

Proof from a South African client

Cross Country Insurance Consultants moved from a slow, manual monthly cycle in Excel to daily visibility.

60%+
less time spent on reporting
Weeks
from start to live
Daily
visibility, instead of monthly
Read the full case study

What we’ve gained is far more than just faster reports; we’ve gained clarity, confidence, and a truly data-driven culture.

Jaco Janse van Rensburg Operations Manager, Cross Country Insurance Consultants

How it works

  1. Free consultation

    Tell us which systems you use, how your reports come together today and where time gets lost.

  2. We connect and build

    We connect your systems through our managed ETL service and build your dashboards and reports with your team.

  3. We run it, you use it

    Your data refreshes on a schedule we agree with you. Our team maintains everything and adds to it as your questions change.

Works with the data you already have

You don’t need to change your accounting system or ERP. We work with your data in the formats most finance systems already use: Excel files, CSV files and SQL databases. Most accounting systems and ERPs export to Excel or CSV, use a SQL database or offer an API.

  • Sage 200 Evolution
  • Syspro
  • Sage Pastel Xpress
  • SAP Business One
  • Sage X3
  • Sage Pastel Partner
  • Sage 300
  • Other systems
Not sure if your system is a fit? Tell us what you use, and we’ll show you how Insight BI would work with your data. One short conversation is all it takes.
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Questions CFOs ask

How long does it take to get a CFO dashboard running?

It depends on how many systems we connect and how complex your reporting is. Some of our clients were live within weeks, with minimal training.

Which systems can Insight BI work with?

We work with Excel files, CSV files and SQL databases. Most accounting systems and ERPs can export to one of these, so you can keep the system you have. If your system offers an API, a direct connection may also be possible; we’ll confirm this in your consultation.

Who maintains the dashboards once they’re live?

We do. Our developers and analysts keep the data connections working, update the logic when your business changes and build new reports when you need them.

Do I need to hire an analyst or a BI developer?

No. Insight BI is a managed service, so the team comes included. You get the finished reporting without adding headcount.

Can I use Insight BI across several clients?

Yes. Fractional and outsourced CFOs use it to give each client their own reliable reporting, without rebuilding reports for every client each month.

How do you keep our financial data secure?

Your data is hosted in South Africa, transferred over an encrypted connection through a secure VPN, and stored on a firewalled network that only authorised users can reach. Under POPIA, we act as the operator of your data and you remain the responsible party.

Your next month-end

See Your Numbers in One Place, Without the Scramble

Tell us how your reporting works today. We’ll show you what a CFO dashboard could look like for your business, built and run by our team, with no extra hires.

Book Your Free Consultation

Not ready to talk? See how Cross Country Insurance cut reporting time by more than 60%.