Dashboards the practice assembles
Draggable, resizable widgets with tabs of their own.
Reporting
The numbers clients ask for, without rebuilding them every month
A dashboard built once serves the whole client base, because the formulas speak of the canonical chart and not of one client's account.
In short
- One formula, every company
- Written over the canonical chart, it answers for any client.
- Eight shapes
- Indicator, number, line, bar, stacked, donut, gauge and table.
- No integration needed
- Trial balances import from xlsx, xls, csv or PDF.
- Monthly · quarterly · yearly
- One period filter per tab, and comparison per widget.
From trial balance to indicator
Everything a widget shows comes from a formula you can open and read.
Balance sheet and P&L
They come ready, with their lines defined. The other tabs are the ones you add.
Reusable named lines
“Gross margin” is defined once and used anywhere a value is needed.
Trial balances in any format
In spreadsheets the AI only identifies columns. The values are read by code.
Monthly operations board
The close matrix, company by company: which stage each is at and what is missing.
Excel export
Keys resolved and columns named as they are on screen. Never a database dump.
A formula never references a client's real account.
It references the canonical code of the chart — which is what makes it serve everyone.
Operations BoardAugust 2026
| Company | e-Fatura | Client | Firm | Bank |
|---|---|---|---|---|
| Padaria Central, Lda. | ||||
| Oficina Silva & Filhos | ||||
| Clínica Vitalis | ||||
| TechNorte, S.A. |
3 of 5 companies ready to close
Four steps until the client has their report
The first two are done once, for the whole practice.
- 01
Define the lines
Once, over the canonical chart. From then on any company answers.
- 02
Build the tab
Widgets in place, each with its formula and its comparison.
- 03
Feed it
The trial balance is imported, or comes from the accounting software through the sync.
- 04
Deliver
The client opens their dashboard, or receives the Excel file.
What people ask us
- Do we need an integration?
- No. Everything works over trial balances, and those import from xlsx, xls, csv or PDF. An integration saves the import step.
- Does it work for different charts of accounts?
- It does, and that is the point of the design. The formula references the canonical code, never a client's real account.
- Does the AI read the trial balance values?
- In spreadsheets no, deliberately: it only detects where the data starts and which column each field is. The values are read by code.
- Can the client see their dashboard?
- They can, and that is what it is for. They see their own company's scope — isolation is the database's.
We will build a tab with your numbers
Bring one company's trial balance. You leave with the indicator they ask you for every month.