Financial Dashboard Setup
P&L and cash-flow dashboards you will actually use.
A dashboard is only useful if it answers real questions. We configure P&L and cash-flow views around the decisions you make each month.
You get a clear, repeatable view of how the business is performing — without building reports from scratch.
What's covered
- P&L and cash-flow dashboards configured
- Key metrics surfaced for your business model
- Custom report packs for monthly review
- Comparative periods and trend views
This service is available on its own or bundled inside a setup plan with a fixed one-time price.
View PlansWhat you receive
Concrete, documented outputs you keep — not a vague promise of work done.
Configured financial dashboards
Monthly report pack
Dashboard walkthrough (Loom)
Delivered to your dashboard
Every output is yours to keep — downloadable any time from your secure order page, alongside a recorded Loom walkthrough of the setup.
Other services worth pairing
These often go hand in hand with this setup.
Get this as part of a complete setup
Each plan is a one-time engagement with a fixed price and delivery window.
Launch Ledger
A clean foundation on the platform of your choice.
Delivery in 5 days
Choose Launch LedgerCore Books
Structured books with tax and automation rules.
Delivery in 7 days
Choose Core BooksGrowth Suite
Full setup, historical data, and live dashboards.
Delivery in 10 days
Choose Growth SuiteYour Financial Systems Should Run Like Software.
Pick a plan, complete a one-time secure checkout, and we build your accounting infrastructure end to end.