Finance dashboards your CFO will actually use
We build your custom finance dashboard in 3 weeks. You get live P&L (profit and loss), real-time revenue tracking, burn rate (how fast you spend money), cash flow charts, and clean investor reports. It all connects directly to tools you already use — Xero, Stripe, and QuickBooks.
Think of it like a car dashboard — but for your business finances. Right now, you can see your speed, fuel, and engine warnings at a glance. A Greta finance dashboard gives your leadership team that same instant view of every money metric that matters. No more copying numbers into spreadsheets the night before a board meeting. Your board sees a clean summary. Your finance team gets every detail.
3 weeks
Delivery timeline
Live P&L
Real-time revenue
Xero/Stripe
Direct integrations
£8k
Starting price
What is a Finance Dashboard and why does your team need one?
A finance dashboard is one screen that shows all your money numbers in real time. It pulls data from your accounting software (like Xero or QuickBooks), your payment tools (like Stripe), and your bank — and puts everything in one place. Instead of waiting for month-end reports or manually copying numbers out of 3 different apps, your CFO sees gross revenue, net margin, cash position, and burn rate the moment they log in. Think of it like a first working version of your financial reporting — but built properly, not bolted together with spreadsheet formulas.
The case for a reporting dashboard has never been stronger. According to McKinsey, finance teams with real-time data reporting cut their month-end close time by up to 50%. They also free their analysts from low-value copying and pasting. Yet most growing businesses — from £500k to £20m per year in revenue — still run financial reporting from spreadsheets held together by one overworked finance manager. The data is already there. The problem is there is no proper screen to show it on.
A well-built finance dashboard fixes that. It gives your board a clean investor view before every meeting. It gives department heads a view of just their own costs. It gives your CFO a live pulse on cash runway (how many months of money you have left), debtor ageing (who owes you money and for how long), and revenue seasonality — all without a single copy-paste or manual formula. We are an MVP development agency that specialises in building exactly this kind of dashboard. We connect it to your existing tools, design it for how you actually report, and deliver it in 3 weeks so your next board pack is already built.
6 key Finance Dashboard features we build for you
Every finance dashboard we build includes these 6 core features. Each one is designed around the specific data, detail levels, and export formats that finance teams and boards need to make confident decisions — fast.
Live P&L statements with trend lines
P&L stands for profit and loss — the most important financial report in your business. We show gross revenue, costs, gross margin, operating expenses, EBITDA, and net profit on one screen. Toggle between monthly, quarterly, and rolling 12-month views. Trend lines show you the direction of travel so you spot margin problems early — not at year end.
Revenue vs target tracking
Upload your budget or type in your targets. Revenue numbers from Stripe, GoCardless, or Shopify Payments are then plotted against those targets in real time. Red, amber, and green status indicators instantly flag which revenue lines, products, or regions are behind. No manual checking required.
Burn rate and cash runway calculator
Burn rate is how much money you spend each month. Cash runway is how many months you have left at that spend rate. We calculate both automatically from your bank feed. Scenario toggles let your CFO model what happens if you hire faster or a big contract renews — giving investors and your board a clear forward view.
Cash flow waterfall charts
A waterfall chart is like a staircase of money in and out. We show your opening balance, money in (recurring revenue, one-off projects, grants), money out (payroll, tech costs, marketing), and closing balance. Click any bar to see the individual transactions behind it — pulled directly from your accounting platform.
Expense categorisation and cost-centre filtering
Expenses from Xero or QuickBooks are automatically sorted into your categories. Department heads get a filtered view showing only their own costs — so the head of engineering sees tech and headcount costs, not the full company P&L. Simple, clean, and no manual sorting needed.
Board-ready investor reports and PDF exports
Generate a clean investor summary with one click. It comes pre-styled in your brand colours with your logo. Export to PDF for board packs, or share a read-only link with board members and investors so they can view live numbers without ever touching your accounting software.
Ready to build?
Let's bring your idea to life. Fast, affordable, and production-ready.
BUILD IT FAST
Your next board meeting has a live P&L waiting for it
Book a free 20-minute scoping call and we will map out exactly which data sources, charts, and access levels your finance dashboard needs. No commitment required.
TALK TO A FOUNDER
Not sure where to start?
Book a 20-minute call. We'll map out your scope, tech stack, and go-to-market plan — for free.
How we build your dashboard in 3 weeks
We follow 5 clear steps. You always know where we are and what comes next. No surprises, no scope creep, no waiting months to see something. Book a free call and we will walk you through the timeline for your specific situation.
- 01
Discovery & financial data audit
We start with a 60-minute call with your CFO or finance lead. We learn your reporting rhythm, who needs to see what, and which numbers actually drive decisions. Then we audit every data source — Xero, QuickBooks, Stripe, bank feeds, spreadsheets — and document the data quality and any gaps we need to fix before we build.
- 02
Dashboard architecture & wireframes
We design the layout before writing a single line of code. Which numbers sit at the top? How do filters work? Can you drill into a chart to see more detail? We show you low-fidelity wireframes (simple sketches of the layout) for sign-off so there are no surprises in the build phase. Every stakeholder agrees on the design first.
- 03
Data pipeline & integration build
We build the connections (called APIs — think of them as waiters fetching data from the kitchen of your accounting software) to pull data into a clean, organised data layer. All login details are stored securely with encryption. Data refreshes on a schedule — typically every 15 minutes for payments and every night for accounting reconciliations — so your dashboard always shows current numbers.
- 04
Dashboard development & visualisation
We build every chart, filter, table, and export in your brand colours and fonts. We add role-based access control from day one — board members get a clean investor summary, finance teams get full detail down to individual transactions, and department heads see only their own cost area. Everything works on desktop, tablet, and mobile.
- 05
QA, data validation & handover
We check every number on the dashboard against the source records in Xero and Stripe. Any difference gets fixed before we go live. Then we run a 60-minute handover session with your finance team — covering filters, scheduled exports, and how to add new team members. Post-launch support is included for 30 days at no extra cost.
Finance dashboard cost comparison — 2026
Building a custom dashboard used to mean a huge agency bill and a 6-month wait. Not with us. Here is how your options compare in 2026.
| Option | Cost | Timeline | Support |
|---|---|---|---|
| Traditional agency | £80,000–£200,000 | 6–12 months | Extra cost |
| Freelancer | £20,000–£60,000 | 3–9 months | You manage it |
| BI tools (Power BI / Tableau) | £500–£3,000/month | Ongoing setup | Self-service only |
| Greta | From £8,000 | 3 weeks | Included |
We are a specialist MVP agency that also builds full fintech products. That means we understand both the financial data side and the product design side. Your dashboard will not just work well — it will look great and be easy for your whole team to use.
If you need more than a finance dashboard — say, an analytics dashboard for your product team, a sales dashboard for your revenue team, or an HR dashboard for your people team — we can build all of them together at a bundled price. Ask us about multi-dashboard packages when you speak to our team.
BUILD IT FAST
From scattered spreadsheets to a single finance command centre
Greta connects your Xero, Stripe, and bank data into one live dashboard — from £8,000, live in 3 weeks. Your CFO gets real-time visibility. Your board gets a clean investor view. No more month-end scramble.
TALK TO A FOUNDER
Not sure where to start?
Book a 20-minute call. We'll map out your scope, tech stack, and go-to-market plan — for free.
Finance dashboard development — frequently asked questions
How long does it take to build a finance dashboard?+
We deliver your production-ready finance dashboard in 3 weeks. Week 1 covers discovery, data audit, and wireframes (the layout sketches). Week 2 is integration — we build the connections to Xero, Stripe, and your other tools. Week 3 is the actual dashboard build, testing, and handover. More complex setups pulling from 5 or more data sources, or dashboards covering multiple companies, may take 4 to 5 weeks.
Which accounting and payment platforms can you integrate?+
We have live integrations for Xero, QuickBooks Online, Sage, FreeAgent, Stripe, GoCardless, Braintree, Shopify Payments, and most bank feeds via Open Banking APIs. Open Banking is a standard that lets apps securely read your bank transactions without needing your login details. If your platform has a documented API (a way for software to talk to other software), we can integrate it. We can also pull in data from Google Sheets or CSV file exports where a direct API is not available.
What finance metrics and charts are typically included?+
Our standard finance dashboard includes: live P&L with month-on-month trend lines, gross and net revenue vs budget, burn rate and cash runway calculator, cash flow waterfall chart, expense breakdown by category and cost centre, debtor and creditor ageing (who owes you money and who you owe), and an investor-ready summary view. We tailor the exact set of metrics to your business during the discovery session.
How much does a finance dashboard cost?+
Finance dashboards start from £8,000 for a focused single-entity P&L and revenue tracking dashboard with 2 data source integrations. Multi-entity consolidation (combining numbers from several companies), custom financial modelling, FX conversion, or complex data pipelines typically range from £12,000 to £25,000. Every project includes 30 days of post-launch support at no extra charge.
Is the dashboard data secure and access-controlled?+
Yes. Every dashboard we build includes role-based access control (RBAC — a system where each person only sees what they are allowed to see). Board members get read-only investor views. Finance teams get full drill-down access. Department heads see only their own cost area. Data is encrypted in transit (TLS 1.3 — the same security your bank uses) and at rest (AES-256 — military-grade encryption). API credentials are stored in a secrets manager, not in the application code. We follow SOC 2-aligned practices for all credential and data handling.
Sources & further reading
External references cited on this page.
McKinsey — The CFO's role in driving digital finance transformation
How real-time financial reporting reduces month-end close cycles and frees finance teams from manual data gathering.
Deloitte — Global Finance Benchmark Survey 2024
Finance function maturity data showing the gap between organisations with real-time dashboards vs those relying on periodic spreadsheet reporting.
ICAEW — Technology and the future of finance
Institute of Chartered Accountants guidance on data integration, dashboarding, and the evolution of the CFO role.
ONS — UK Business Finance Statistics 2024
Office for National Statistics data on SME financial reporting practices, cash flow challenges, and digital adoption in UK businesses.
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Stop building your board pack in a spreadsheet
Your Xero, Stripe, and bank data already exists. We connect it into one live finance dashboard — P&L, burn rate, cash flow, and investor summary — ready in 3 weeks. Book a free scoping call and we will price it up within 48 hours. No obligation, no sales pressure.
Free 30-minute discovery call. Real pricing within 48 hours.