17+ financial reports pulling directly from your accounting system. Debtors aging, supplier alerts, P&L dashboards, bank balances — all live, all reconciled, all yours. No exports. No waiting. No IT project.
AMBERPinnacle Logistics16 days since last activity
ACTIVEMeridian Group2 days ago
ACTIVESummit Engineering1 day ago
ACTIVEHorizon HealthcareToday
AI Analysis
LIVE
Which customers are at risk of churning this month?
Based on your data, 3 customers show warning signs:
1. Vertex Solutions — 26 days inactive, R1.4M outstanding, 90+ day aging increasing. High risk. 2. Cascade Industries — 23 days inactive, purchase volume down 34% vs prior quarter. 3. Pinnacle Logistics — payment behaviour deteriorating, average days to pay increased from 28 to 47.
Recommend immediate outreach to Vertex — they represent 21% of your debtors book.
Excel reports built manually from data exports, always a month behind
No early warning when a key supplier stops buying or a debtor goes overdue
Management meetings run on gut feel, not live data
Different numbers on different reports — nobody trusts the data
With Reporting Intelligence
17+ live reports pulling directly from your business system — always current
Colour-coded alerts flag supplier drop-offs and overdue accounts instantly
One source of truth — every metric reconciled across every report
100% read-only — your data is never modified
Why Switch
Stop managing spreadsheets. Start managing your business.
Spreadsheets & Manual Exports
Generic BI Tools
Reporting Intelligence
Setup time
Ongoing — rebuilt every month
3–6 months
48 hours
Data freshness
Days or weeks old
Depends on refresh schedule
Real-time — live from source
Financial accuracy
Manual formulas — errors invisible
You build the logic yourself
Reconciled & auditor-ready
Early warnings
None — you find out too late
Build your own alerts
Colour-coded, automatic
Accounting knowledge
Knows your chart of accounts
Generic — no financial context
Built by accountants, for accountants
Data safety
Files everywhere — no audit trail
Cloud upload required
100% read-only — data never leaves your network
IT dependency
Someone has to build the report
Needs a dedicated analyst
Self-service — pull any report, any time
Report Showcase
See every angle of your business
From supplier early warnings to bank balances, every report is built for financial professionals who need numbers they can trust.
Debtors Age Analysis4 Overdue
Total Book
R 6.8M
Current
R 3.1M
90+ Days
R 1.2M
Vertex SolutionsR 842,310120+ days
Clearview TradingR 415,28090 days
Meridian GroupR 328,50060 days
Atlas DistributorsR 220,150Current
Northway ConsultingR 189,400Current
Finance
Debtors Age Analysis
7-bucket aging with risk badges, payment behaviour, date filter for historical reconstruction, and AI-powered insights.
The Score — MonthlyMar 2026
Revenue
R 4.2M
Purchases
R 3.0M
GP%
28.6%
DivisionSalesCostGP%
OperationsR 2.1MR 1.4M33.2%
DistributionR 1.4MR 1.1M21.4%
ServicesR 710KR 498K29.8%
Finance
The Score
Monthly sales vs purchases by division with GP margins, trend charts, and historical date picker.
Customer Alerts3 Red
Pinnacle Logistics26 daysRed
Horizon Healthcare23 daysRed
Trident Corp21 daysRed
Summit Engineering16 daysAmber
Keystone Partners5 daysActive
Mosaic Brands2 daysActive
Bridgeway Holdings1 dayActive
Early Warning
Customer Alerts
4-level colour-coded early warning system. Know the moment a key customer goes quiet.
P&L IntelligenceLive
Revenue
R 5.2M
PBT
R 610K
Margin
11.7%
Revenue
COS
GP
OpEx
PBT
Salaries 35%
Transport 20%
Rent 17%
Insurance 16%
Other 12%
Finance
P&L Intelligence
Waterfall chart, 12-month heatmap, expense anatomy, MoM comparison with driver pills, and YoY overlay.
Bank PaymentsToday
Payments
R 2.07M
Receipts
R 1.34M
Net
-R 730K
Business Current AccR 412,500
Investment Call AccR 1,250,000
Operating AccountR 87,320
Trust AccountR 325,000
Finance
Cheque Reports
Daily bank payments and receipts across all accounts with AI-powered analysis and print-ready PDF export.
Bank BalancesYesterday
Total Cash Position
R 6,537,000
Accounts
5
Current Acc
R 2.1M
Savings Acc
R 3.5M
Call Account
R 891K
Credit Card
-R 52K
Oct
Nov
Dec
Jan
Feb
Mar
Finance
Bank Balances
All bank account balances as at any date, reconstructed from General Ledger transactions, with monthly trend.
How It Works
Live in 48 hours. Not months.
We connect to your existing system — ERP, accounting, or database. No data migration, no installation on your server, no disruption to your team.
Connect
Secure connection to your existing system — Sage, Pastel, Xero, QuickBooks, SAP, or any database. Your data never leaves your network.
Configure
Our 10-point data audit verifies your chart of accounts, vendor classes, and GL structure. Every number cross-checked.
Intelligence
Your team gets a live dashboard with 17+ reports, early-warning alerts, AI analysis, and print-ready PDFs.
0
Live Reports
0
Read-Only Access
0
Go-Live Time
0
Data Modified — Ever
Platform Features
Built for financial professionals
Every feature designed for chartered accountants, financial directors, and operations managers who need numbers they can trust.
Real-Time Data
Reports pull directly from your live business system with intelligent caching. No stale exports, no manual updates.
100% Read-Only
We never write to your database. SELECT queries only. Your data integrity is non-negotiable.
AI-Powered Insights
Ask questions about your data in plain English. AI analyses trends, flags anomalies, and suggests actions.
Early Warning Alerts
Colour-coded alerts for supplier drop-offs, overdue debtors, and volume changes. Act before it's too late.
Print-Ready PDFs
One-click export to PDF for board packs, management meetings, and auditor submissions.
Multi-Tenant Ready
Each client gets their own isolated instance with custom report configurations. Scale across your portfolio.
What They Say
Trusted by the people who use it daily
Before this, I had no visibility. I'd walk into Monday meetings with last week's spreadsheet and hope the numbers were still right. Now I pull live reports whenever I need them — debtors aging, supplier alerts, the full picture. For the first time in my career, I'm making decisions based on what's actually happening today, not what happened last month. It's completely changed how I operate.
Questions & Answers
Frequently asked
Which systems do you connect to?
Reporting Intelligence is system-agnostic. We connect to ERPs, accounting packages, databases, and business systems of any kind — Sage, Pastel, Xero, QuickBooks, SAP, and more. Our adapter architecture means each system gets a dedicated translator layer while the reports remain identical regardless of source.
Will this slow down our server?
No. We use optimised read-only queries with intelligent caching. The queries are specifically designed to be lightweight. Most clients report zero noticeable impact on their system performance.
Can you modify or delete our data?
No. By default, every connection is strictly read-only. Every query passes through a validation layer that blocks write operations. Your source data is never touched unless you explicitly enable write-back features in future.
How is the connection secured?
We connect over an encrypted WireGuard VPN tunnel. The reporting application runs on your internal network and is never exposed to the public internet. All credentials are stored in encrypted secrets management, not in code.
Do you support cloud-based and on-premise systems?
Yes, both. For on-premise systems we connect via secure VPN. For cloud-based systems we connect through their official APIs. Either way, the reporting experience is identical — same dashboards, same alerts, same intelligence.
How long does onboarding take?
Typically 48 hours from first call to live reports. We run a 10-point data audit, configure your chart of accounts and vendor classes, verify cross-report consistency, and hand you a signed-off, verified reporting suite. No months-long implementation projects.
Get Started
See it for yourself.
Book a 30-minute demo and we'll connect to your system live. You'll see your own data — your debtors, your suppliers, your P&L — not a generic demo.